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BPMCX: BP CAPITAL TWINLINE MLP FUND CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/07/2000 |
Last Dividend Date: | 12/17/2009 |
12-Mo. Yield | 0.65% |
Expenses | - |
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Performance Analytics (As of 08/03/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/07/2000 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 18.4 | -0.4 | 4.1 | 8.8 | 9.1 | 3.4 | 40.8 | -32.5 | 5.0 | 16.8 | 10.0 | 29.8 | 36.4 | -14.7 | 8.3 | 16.1 |
Sharpe Ratio | NA | 0.86 | -0.03 | 0.09 | 0.32 | 0.34 | 0.25 | 1.34 | -0.81 | 0.14 | 1.32 | 0.72 | 2.04 | 2.38 | -0.71 | 0.31 | 0.69 |
Draw Down(%) | NA | 17.4 | 51.7 | 52.8 | 52.8 | 52.8 | 17.4 | 26.6 | 48.7 | 11.5 | 8.4 | 6.7 | 10.4 | 12.7 | 34.4 | 21.1 | 10.6 |
Standard Deviation(%) | NA | 21.2 | 32.3 | 26.2 | 22.3 | 21.7 | 22.8 | 30.4 | 41.1 | 14.7 | 10.3 | 10.9 | 14.2 | 15.0 | 22.2 | 19.2 | 17.9 |
Treynor Ratio | NA | 0.21 | -0.01 | 0.03 | 0.08 | 0.08 | 0.06 | 0.48 | -0.36 | 0.02 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.04 | -0.03 | 0.0 | 0.03 | -0.02 | 0.03 | 0.01 | 0.03 | 0.02 | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.88 | 0.9 | 0.9 | 0.91 | 0.89 | 0.91 | 0.84 | 0.93 | 0.87 | 1.04 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.97 | 0.97 | 0.93 | 0.65 | 0.62 | 0.98 | 0.98 | 0.98 | 0.95 | 0.22 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.7 | 4.6 | 10.5 | 11.3 | N/A | 0.0 | 0.8 | 0.7 | 13.3 | 32.5 | 14.4 | 25.5 | 0.4 | 0.0 | 16.4 | 0.4 |
Dividend Growth(%) | N/A | -26.1 | -83.4 | 42.5 | N/A | N/A | -100.0 | -28.6 | -95.0 | -65.8 | 119.5 | -42.9 | 8000.0 | N/A | -100.0 | 4625.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2000
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