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ACGOX: LEGACY LARGE CAP FUND INVESTOR 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 | 8.06% |
Expenses | 1.12% |
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Performance Analytics (As of 10/21/2016)
Not up-to-date? TryLast 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(%) | -18.4 | -15.7 | 0.3 | 7.9 | 4.4 | 5.2 | -15.4 | -1.9 | 13.7 | 38.1 | 9.2 | 5.6 | 9.6 | 20.4 | -40.9 | 27.2 | 13.4 |
Sharpe Ratio | NA | -0.62 | 0.01 | 0.47 | 0.19 | 0.23 | -0.69 | -0.12 | 1.06 | 3.48 | 0.74 | 0.26 | 0.52 | 0.84 | -1.3 | 1.25 | 2.2 |
Draw Down(%) | NA | 20.9 | 21.2 | 21.2 | 54.6 | 54.6 | 20.9 | 12.7 | 8.2 | 4.4 | 12.2 | 16.4 | 14.8 | 23.0 | 48.3 | 12.3 | 4.4 |
Standard Deviation(%) | NA | 25.5 | 18.6 | 16.8 | 20.3 | 20.1 | 27.3 | 15.8 | 12.8 | 10.9 | 12.5 | 21.7 | 18.2 | 24.3 | 32.2 | 19.5 | 10.6 |
Treynor Ratio | NA | -0.17 | 0.0 | 0.09 | 0.04 | 0.05 | -0.2 | -0.02 | 0.15 | 0.45 | 0.12 | 0.07 | 0.1 | 0.21 | -0.52 | 0.22 | 0.3 |
Alpha | NA | -0.08 | -0.03 | -0.02 | -0.01 | -0.01 | -0.08 | -0.04 | 0.01 | 0.03 | -0.02 | 0.02 | 0.0 | -0.04 | -0.06 | 0.06 | 0.03 |
Beta | NA | 0.94 | 0.93 | 0.88 | 0.87 | 0.87 | 0.93 | 0.95 | 0.91 | 0.84 | 0.8 | 0.79 | 0.93 | 0.96 | 0.8 | 1.12 | 0.79 |
RSquared | NA | 0.37 | 0.6 | 0.68 | 0.82 | 0.82 | 0.32 | 0.95 | 0.93 | 0.87 | 0.88 | 0.92 | 0.95 | 0.95 | 0.87 | 0.9 | 0.79 |
Yield(%) | N/A | 8.1 | 4.1 | 3.9 | 2.8 | N/A | 0.8 | 7.3 | 2.1 | 0.8 | 1.0 | 0.9 | 1.0 | 1.0 | 0.0 | 6.6 | 0.6 |
Dividend Growth(%) | N/A | 333.3 | 521.5 | 107.3 | N/A | N/A | -90.5 | 293.8 | 255.6 | -18.2 | 22.2 | 0.0 | 12.5 | N/A | -100.0 | 1100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/2006
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