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BEQGX: EQUITY GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 30.21 0.22(0.73%) March 27
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (96%) |
Start Date: | 05/03/1991 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 1.11% |
Expenses | 0.91% |
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Performance Analytics (As of 03/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/03/1991 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 11.6 | 36.6 | 8.6 | 12.0 | 10.4 | 13.7 | 9.0 | 9.9 | 24.1 | -22.9 | 27.2 | 14.5 | 28.4 | -6.0 | 21.8 | 9.6 | -4.1 | 13.1 | 32.9 | 16.3 | 4.1 | 14.9 | 20.0 | -34.7 | 3.4 | 14.2 | 7.3 | 13.6 | 30.3 | -20.3 | -11.1 | -11.1 | 18.5 | 25.4 | 35.9 | 27.5 | 34.6 | -0.2 | 11.4 | 4.1 | 17.5 |
Sharpe Ratio | NA | 4.58 | 2.75 | 0.36 | 0.51 | 0.53 | NA | NA | 0.45 | 1.56 | -1.04 | 1.9 | 0.43 | 2.09 | -0.41 | 2.91 | 0.7 | -0.27 | 1.13 | 2.95 | 1.25 | 0.17 | 0.79 | 0.75 | -0.89 | 0.03 | 0.99 | 0.46 | 1.12 | 1.77 | -0.84 | -0.65 | -0.66 | 0.87 | 1.1 | 1.91 | 2.12 | 4.0 | -0.33 | 1.05 | 0.18 | 1.99 |
Draw Down(%) | NA | 1.8 | 9.0 | 27.2 | 31.9 | 31.9 | NA | NA | 54.4 | 9.0 | 27.0 | 6.3 | 31.9 | 7.4 | 20.9 | 2.3 | 11.4 | 13.3 | 8.4 | 5.3 | 10.8 | 18.9 | 16.1 | 28.0 | 45.5 | 11.4 | 8.7 | 7.2 | 7.2 | 12.9 | 32.0 | 27.7 | 20.0 | 10.3 | 22.8 | 10.8 | 7.6 | 3.2 | 8.6 | 4.3 | 10.9 | 4.6 |
Standard Deviation(%) | NA | 11.7 | 11.7 | 17.2 | 20.7 | 17.6 | NA | NA | 18.0 | 12.9 | 23.3 | 14.3 | 32.7 | 12.9 | 18.0 | 7.3 | 13.5 | 15.5 | 11.6 | 11.2 | 13.1 | 23.5 | 18.7 | 26.5 | 39.7 | 16.7 | 11.1 | 11.3 | 11.3 | 16.7 | 25.5 | 21.0 | 23.0 | 17.5 | 20.2 | 16.8 | 11.2 | 7.7 | 9.6 | 8.8 | 9.4 | 12.0 |
Treynor Ratio | NA | 0.52 | 0.33 | 0.06 | 0.11 | 0.1 | NA | NA | 0.08 | 0.21 | -0.26 | 0.26 | 0.15 | 0.26 | -0.07 | 0.2 | 0.09 | -0.04 | 0.13 | 0.33 | 0.16 | 0.04 | 0.15 | 0.21 | -0.37 | 0.0 | 0.1 | 0.05 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.02 | 0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.02 | 0.0 | -0.02 | 0.0 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | 0.0 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.03 | 0.96 | 0.95 | 0.95 | 0.97 | NA | NA | 0.98 | 0.94 | 0.93 | 1.03 | 0.94 | 1.02 | 1.05 | 1.07 | 1.01 | 0.99 | 1.0 | 0.99 | 1.01 | 0.99 | 1.02 | 0.97 | 0.97 | 1.03 | 1.06 | 1.07 | 1.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.98 | 0.94 | 0.96 | 0.98 | 0.98 | NA | NA | 0.66 | 0.94 | 0.97 | 0.93 | 0.99 | 0.98 | 0.99 | 0.95 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.96 | 0.95 | 0.95 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/1991
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