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ANOCX: SMALL CAP GROWTH FUND C CLASS (MUTUAL FUND)
Basic Info 15.61 0.03(0.19%) May 19
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (35%) |
| Start Date: | 02/11/2003 |
| Last Dividend Date: | 12/17/2019 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.97% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/11/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | -2.0 | 7.2 | 8.3 | 2.0 | 4.8 | 8.1 | 6.8 | 8.3 | 13.8 | 15.9 | -27.1 | -17.2 | 30.8 | 35.5 | -5.8 | 24.6 | 9.6 | -5.0 | 4.4 | 39.5 | 13.4 | -6.2 | 28.7 | 23.7 | -42.6 | 22.7 | 12.6 | 4.0 | 9.9 | 55.6 |
| Sharpe Ratio | NA | -0.25 | 0.05 | 0.19 | -0.04 | 0.12 | NA | NA | 0.28 | 0.39 | 0.67 | -0.91 | -0.56 | 0.74 | 2.0 | -0.34 | 1.94 | 0.48 | -0.28 | 0.24 | 2.48 | 0.7 | -0.17 | 1.11 | 0.69 | -1.08 | 0.96 | 0.53 | 0.11 | 0.48 | 3.95 |
| Draw Down(%) | NA | 25.5 | 25.8 | 25.8 | 51.5 | 51.5 | NA | NA | 60.0 | 10.7 | 17.6 | 32.7 | 32.7 | 39.1 | 10.8 | 28.3 | 6.2 | 20.0 | 17.7 | 16.5 | 6.0 | 15.3 | 33.0 | 20.3 | 27.5 | 53.5 | 12.7 | 17.2 | 13.1 | 20.1 | 6.9 |
| Standard Deviation(%) | NA | 31.0 | 24.2 | 22.7 | 26.1 | 24.8 | NA | NA | 24.7 | 18.6 | 17.6 | 31.4 | 30.9 | 41.2 | 17.0 | 20.8 | 12.4 | 19.7 | 18.1 | 18.4 | 15.9 | 19.2 | 36.3 | 25.9 | 34.3 | 40.2 | 20.5 | 17.7 | 16.6 | 18.6 | 16.2 |
| Treynor Ratio | NA | -0.08 | 0.01 | 0.05 | -0.01 | 0.03 | NA | NA | 0.07 | 0.07 | 0.13 | -0.3 | -0.2 | 0.3 | 0.32 | -0.07 | 0.21 | 0.09 | -0.05 | 0.04 | 0.36 | 0.12 | -0.06 | 0.27 | 0.23 | -0.47 | 0.18 | 0.1 | 0.02 | 0.09 | 0.85 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | -0.02 | -0.01 | NA | NA | -0.01 | -0.01 | -0.01 | 0.0 | -0.08 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.06 | -0.04 | 0.04 | 0.0 | -0.02 | -0.02 | 0.06 |
| Beta | NA | 0.94 | 0.95 | 0.92 | 0.93 | 0.98 | NA | NA | 1.0 | 0.97 | 0.87 | 0.95 | 0.87 | 1.01 | 1.06 | 1.06 | 1.16 | 1.1 | 1.1 | 1.15 | 1.08 | 1.1 | 1.11 | 1.06 | 1.02 | 0.92 | 1.08 | 0.97 | 1.05 | 0.96 | 0.75 |
| RSquared | NA | 0.95 | 0.95 | 0.96 | 0.76 | 0.85 | NA | NA | 0.9 | 0.94 | 0.94 | 0.98 | 0.39 | 0.88 | 0.96 | 0.97 | 0.92 | 0.95 | 0.94 | 0.96 | 0.96 | 0.97 | 0.98 | 0.96 | 0.95 | 0.98 | 0.92 | 0.86 | 0.89 | 0.9 | 0.83 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 3.0 | 4.1 | 3.9 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 8.3 | 15.2 | 5.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 8.6 | 2.3 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -100.0 | 384.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -57.0 | 244.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -87.0 | 306.1 | 38.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/11/2003
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