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ACGHX: LEGACY LARGE CAP FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/20/2006 |
| Last Dividend Date: | 09/20/2016 |
| 12-Mo. Yield | 8.37% |
| Expenses | 0.92% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/20/2006 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -4.7 | 5.5 | 5.2 | -16.8 | -1.7 | 13.9 | 38.4 | 9.4 | 5.8 | 9.8 | 20.6 | -40.7 | 27.5 | 13.6 |
| Sharpe Ratio | NA | -0.53 | -0.01 | 0.33 | 0.15 | 0.22 | -0.71 | -0.11 | 1.08 | 3.51 | 0.76 | 0.27 | 0.53 | 0.85 | -1.29 | 1.26 | 2.22 |
| Draw Down(%) | NA | 22.3 | 22.5 | 22.5 | 54.4 | 54.4 | 22.3 | 12.7 | 8.1 | 4.4 | 12.2 | 16.3 | 14.9 | 22.9 | 48.3 | 12.3 | 4.3 |
| Standard Deviation(%) | NA | 32.7 | 24.5 | 23.6 | 26.1 | 20.6 | 28.8 | 15.9 | 12.8 | 10.9 | 12.5 | 21.7 | 18.3 | 24.2 | 32.1 | 19.5 | 10.6 |
| Treynor Ratio | NA | -0.2 | 0.0 | 0.09 | 0.05 | 0.05 | -0.24 | -0.02 | 0.15 | 0.45 | 0.12 | 0.07 | 0.1 | 0.21 | -0.52 | 0.22 | 0.3 |
| Alpha | NA | -0.11 | -0.05 | -0.04 | -0.04 | -0.01 | -0.09 | -0.04 | 0.01 | 0.03 | -0.02 | 0.02 | 0.0 | -0.04 | -0.06 | 0.06 | 0.04 |
| Beta | NA | 0.87 | 0.91 | 0.87 | 0.87 | 0.87 | 0.85 | 0.95 | 0.9 | 0.84 | 0.8 | 0.79 | 0.93 | 0.96 | 0.8 | 1.12 | 0.78 |
| RSquared | NA | 0.21 | 0.37 | 0.4 | 0.6 | 0.79 | 0.24 | 0.95 | 0.93 | 0.87 | 0.88 | 0.92 | 0.95 | 0.95 | 0.87 | 0.9 | 0.79 |
| Yield(%) | N/A | 8.4 | 4.3 | 4.2 | 3.0 | N/A | 0.9 | 7.5 | 2.3 | 1.1 | 1.2 | 1.1 | 1.2 | 1.3 | 0.0 | 6.9 | 0.7 |
| Dividend Growth(%) | N/A | 306.8 | 445.3 | 108.0 | N/A | N/A | -89.3 | 267.4 | 182.4 | -3.1 | 19.4 | -5.3 | 10.7 | N/A | -100.0 | 1019.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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