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CPAIX: Federated Capital Appreciation Instl (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/28/2008 |
Last Dividend Date: | 12/12/2012 |
12-Mo. Yield | 1.77% |
Expenses | 0.99% |
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Performance Analytics (As of 04/19/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/28/2008 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -12.1 | -2.2 | 2.5 | -1.3 | -0.1 | -2.7 | 10.3 | -5.1 | 13.1 | 14.4 | -24.4 |
Sharpe Ratio | NA | -0.12 | 0.12 | -0.06 | -0.01 | -0.35 | 0.71 | -0.22 | 0.78 | 0.6 | -0.77 |
Draw Down(%) | NA | 13.1 | 19.1 | 45.2 | 45.2 | 13.1 | 13.4 | 19.1 | 16.1 | 23.7 | 39.2 |
Standard Deviation(%) | NA | 19.9 | 20.2 | 24.3 | 23.7 | 25.2 | 14.6 | 22.8 | 16.7 | 23.9 | 34.9 |
Treynor Ratio | NA | -0.02 | 0.02 | -0.02 | 0.0 | -0.06 | 0.09 | -0.05 | 0.15 | 0.17 | -0.32 |
Alpha | NA | -0.09 | -0.05 | -0.05 | -0.03 | -0.21 | -0.03 | -0.03 | 0.0 | -0.03 | 0.01 |
Beta | NA | 1.21 | 0.97 | 0.88 | 0.88 | 1.43 | 1.11 | 0.95 | 0.88 | 0.86 | 0.83 |
RSquared | NA | 0.66 | 0.83 | 0.9 | 0.92 | 0.48 | 0.96 | 0.97 | 0.93 | 0.96 | 0.98 |
Yield(%) | N/A | 1.8 | 1.3 | 0.8 | N/A | 0.0 | 1.9 | 0.8 | 1.1 | 1.1 | 0.0 |
Dividend Growth(%) | N/A | 114.8 | N/A | N/A | N/A | -100.0 | 118.8 | -15.8 | 11.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/2008
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