Find A Portfolio/Ticker
Comparison Box
CANGX: CAN SLIM(R) SELECT GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/06/2005 |
| Last Dividend Date: | 07/30/2021 |
| 12-Mo. Yield | 9.85% |
| Expenses | 1.43% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/31/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/06/2005 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 11.0 | 3.9 | 7.8 | 8.4 | 7.5 | 7.1 | 5.8 | 4.9 | 18.1 | -10.7 | 20.4 | 6.7 | -2.9 | 8.3 | 30.4 | 12.6 | -4.5 | 14.6 | 9.7 | -20.4 | 19.3 | -4.3 | 7.4 |
| Sharpe Ratio | NA | 0.74 | 0.16 | 0.42 | 0.54 | NA | 0.35 | 0.58 | 0.16 | 1.67 | -0.82 | 2.51 | 0.52 | -0.22 | 0.65 | 2.4 | 1.08 | -0.26 | 0.86 | 0.6 | -1.34 | 0.69 | -0.4 | 2.01 |
| Draw Down(%) | NA | 9.3 | 33.3 | 33.3 | 33.3 | NA | 33.3 | 9.3 | 33.3 | 5.7 | 20.0 | 3.5 | 8.3 | 12.1 | 9.7 | 5.8 | 8.0 | 17.4 | 15.3 | 11.1 | 23.5 | 15.8 | 26.3 | 4.4 |
| Standard Deviation(%) | NA | 14.8 | 19.7 | 16.6 | 14.9 | NA | 16.3 | 15.3 | 28.3 | 10.0 | 14.7 | 7.9 | 12.4 | 13.8 | 12.7 | 12.6 | 11.7 | 17.2 | 16.8 | 16.1 | 15.9 | 23.5 | 19.2 | 16.3 |
| Treynor Ratio | NA | 0.2 | 0.04 | 0.1 | 0.11 | NA | 0.1 | 0.18 | 0.06 | 0.25 | -0.16 | 0.23 | 0.09 | -0.04 | 0.09 | 0.34 | 0.19 | -0.08 | 0.2 | 0.21 | -0.82 | 0.13 | -0.06 | 0.0 |
| Alpha | NA | -0.02 | -0.04 | -0.02 | -0.01 | NA | 0.0 | -0.01 | -0.07 | -0.01 | -0.03 | 0.01 | 0.01 | -0.01 | -0.01 | 0.01 | 0.01 | -0.01 | -0.02 | -0.03 | -0.03 | 0.0 | -0.05 | NA |
| Beta | NA | 0.54 | 0.72 | 0.74 | 0.73 | NA | 0.58 | 0.48 | 0.77 | 0.66 | 0.77 | 0.86 | 0.73 | 0.84 | 0.89 | 0.9 | 0.65 | 0.57 | 0.73 | 0.46 | 0.26 | 1.27 | 1.18 | NA |
| RSquared | NA | 0.47 | 0.83 | 0.84 | 0.84 | NA | 0.64 | 0.33 | 0.94 | 0.83 | 0.91 | 0.8 | 0.87 | 0.93 | 0.92 | 0.9 | 0.8 | 0.86 | 0.91 | 0.73 | 0.58 | 0.86 | 0.17 | 0.0 |
| Yield(%) | N/A | 9.8 | 5.5 | 7.7 | 7.8 | 6.3 | N/A | 9.4 | 0.1 | 5.1 | 3.2 | 19.5 | 0.7 | 1.4 | 6.3 | 19.9 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 115.9 | -19.9 | 47.4 | N/A | N/A | N/A | 12145.5 | -98.3 | 36.7 | -83.4 | 3088.5 | -54.9 | -77.5 | -66.3 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/06/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX Fund) (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) (97%)
- PDP (Invesco Dorsey Wright Momentum ETF) (97%)
- RFG (Invesco S&P Midcap 400 Pure Growth ETF) (97%)
- VOT (Vanguard Mid-Cap Growth ETF) (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth ETF) (26%)
- MDYG (SPDR S&P 400 Mid Cap Growth ETF) (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX Fund) (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)
Latest Articles Related to CANGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
