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CHTIX: Aston Growth N (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/29/2009 |
12-Mo. Yield | 1.62% |
Expenses | - |
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Performance Analytics (As of 05/24/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/21/1996 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 27.9 | -3.6 | 0.4 | -1.0 | 5.6 | 2.8 | 30.8 | -32.8 | 4.0 | 3.3 | 1.0 | 5.5 | 21.6 | -19.4 | -13.3 | 1.9 | 23.0 | 35.8 | 26.7 | 12.7 |
Sharpe Ratio | NA | 2.06 | -0.17 | -0.06 | -0.13 | 0.02 | 0.73 | 1.31 | -0.91 | 0.06 | 0.0 | -0.11 | 0.37 | 1.16 | -0.77 | -0.69 | -0.09 | 1.04 | 1.43 | -1.6 | 1.83 |
Draw Down(%) | NA | 7.2 | 48.0 | 48.0 | 50.3 | 50.3 | 7.2 | 20.2 | 42.4 | 9.5 | 10.7 | 9.7 | 11.5 | 15.4 | 29.6 | 31.5 | 12.7 | 11.0 | 22.9 | 10.1 | 7.2 |
Standard Deviation(%) | NA | 13.5 | 27.1 | 22.2 | 21.2 | 20.7 | 10.0 | 23.4 | 37.1 | 16.0 | 11.4 | 10.8 | 12.4 | 18.1 | 26.4 | 23.0 | 22.8 | 19.0 | 22.7 | 17.8 | 12.0 |
Treynor Ratio | NA | 0.47 | -0.05 | -0.02 | -0.03 | 0.0 | 0.25 | 0.33 | -0.34 | 0.01 | 0.0 | -0.01 | 0.06 | 0.23 | -0.25 | -0.27 | -0.04 | 0.24 | 0.35 | -0.32 | 0.25 |
Alpha | NA | 0.05 | -0.02 | -0.03 | -0.01 | 0.01 | 0.05 | 0.0 | 0.03 | -0.02 | 0.0 | -0.03 | 0.0 | -0.01 | 0.05 | 0.03 | 0.05 | 0.01 | 0.0 | -0.01 | 0.02 |
Beta | NA | 0.59 | 0.92 | 0.91 | 0.78 | 0.79 | 0.29 | 0.93 | 0.98 | 0.94 | 0.8 | 0.84 | 0.81 | 0.92 | 0.8 | 0.6 | 0.57 | 0.81 | 0.94 | 0.88 | 0.87 |
RSquared | NA | 0.69 | 0.92 | 0.91 | 0.86 | 0.86 | 0.35 | 0.96 | 0.97 | 0.92 | 0.82 | 0.84 | 0.9 | 0.95 | 0.93 | 0.84 | 0.75 | 0.79 | 0.9 | 0.93 | 0.84 |
Yield(%) | N/A | 1.6 | 9.1 | 8.7 | 4.5 | N/A | 0.0 | 1.7 | 0.0 | 27.9 | 12.1 | 4.8 | 0.2 | 0.0 | 0.0 | 0.0 | 11.0 | 8.1 | 7.4 | 8.7 | 2.5 |
Dividend Growth(%) | N/A | N/A | 49.3 | 209.1 | N/A | N/A | -100.0 | N/A | -100.0 | 106.6 | 149.1 | 2650.0 | N/A | N/A | N/A | -100.0 | 54.0 | 38.9 | 1.4 | 273.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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