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WGGFX: Winslow Green Growth Inv (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/10/2001 |
Last Dividend Date: | 12/17/2008 |
12-Mo. Yield | 0.00% |
Expenses | 1.46% |
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Performance Analytics (As of 10/23/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/10/2001 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.8 | 17.3 | 3.6 | -9.1 | 7.8 | 1.6 | 13.2 | -14.1 | 7.5 | 49.2 | -61.0 | 23.5 | 12.8 | 12.2 | 12.1 | 91.7 | -37.5 | -5.7 |
Sharpe Ratio | NA | 0.82 | 0.14 | -0.29 | 0.24 | 0.02 | 0.98 | -0.47 | 0.28 | 1.4 | -1.34 | 0.96 | 0.46 | 0.52 | 0.53 | 3.79 | -1.24 | -0.34 |
Draw Down(%) | NA | 9.9 | 33.7 | 71.7 | 71.7 | 71.7 | 7.9 | 33.7 | 21.5 | 33.0 | 70.8 | 11.6 | 20.8 | 22.3 | 26.9 | 10.1 | 49.0 | 38.6 |
Standard Deviation(%) | NA | 20.9 | 25.4 | 32.7 | 27.6 | 28.2 | 16.8 | 30.0 | 26.1 | 35.1 | 46.0 | 21.5 | 20.6 | 19.3 | 21.2 | 24.0 | 31.2 | 32.0 |
Treynor Ratio | NA | 0.2 | 0.04 | -0.1 | 0.07 | 0.0 | 0.19 | -0.16 | 0.07 | 0.5 | -0.62 | 0.21 | 0.09 | 0.09 | 0.12 | 0.91 | -0.37 | -0.09 |
Alpha | NA | 0.01 | -0.04 | -0.05 | -0.01 | -0.02 | 0.01 | -0.06 | -0.08 | 0.03 | -0.17 | 0.05 | 0.0 | 0.01 | -0.01 | 0.12 | -0.11 | -0.05 |
Beta | NA | 0.85 | 0.92 | 0.96 | 0.98 | 0.99 | 0.87 | 0.86 | 1.03 | 0.99 | 0.99 | 0.98 | 1.08 | 1.06 | 0.96 | 1.0 | 1.05 | 1.22 |
RSquared | NA | 0.81 | 0.87 | 0.86 | 0.81 | 0.79 | 0.84 | 0.88 | 0.89 | 0.85 | 0.87 | 0.7 | 0.78 | 0.67 | 0.7 | 0.65 | 0.7 | 0.71 |
Yield(%) | N/A | 0.0 | 0.0 | 1.0 | 2.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.5 | 5.2 | 0.1 | 1.4 | 1.7 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | 140.8 | N/A | N/A | N/A | N/A | N/A | -100.0 | -89.4 | 5100.0 | -90.9 | -8.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2001
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