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CUCAX: Credit Suisse Large Cap Growth Comm (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 10/06/2010 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 11/09/2010)
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 | 13.3 | -3.0 | 0.9 | -3.7 | 4.7 | 5.0 | 40.4 | -39.3 | 10.3 | 2.7 | 3.0 | 9.7 | 26.0 | -32.1 | -24.4 | -4.8 | 48.5 | 25.8 | 31.2 | 11.7 |
Sharpe Ratio | NA | 0.71 | -0.11 | -0.03 | -0.22 | -0.02 | 0.3 | 1.43 | -1.0 | 0.47 | -0.05 | 0.07 | 0.64 | 1.39 | -1.19 | -1.14 | -0.31 | 2.15 | 1.06 | -1.44 | 1.88 |
Draw Down(%) | NA | 16.3 | 54.0 | 54.6 | 63.7 | 69.1 | 16.3 | 25.2 | 52.9 | 9.9 | 12.0 | 9.6 | 12.4 | 11.7 | 39.1 | 38.4 | 24.9 | 10.1 | 25.7 | 9.7 | 7.4 |
Standard Deviation(%) | NA | 18.6 | 30.7 | 25.4 | 23.2 | 22.4 | 19.2 | 28.2 | 40.0 | 15.6 | 11.6 | 11.5 | 13.8 | 18.3 | 27.8 | 23.7 | 29.1 | 21.0 | 21.2 | 16.6 | 10.6 |
Treynor Ratio | NA | 0.14 | -0.03 | -0.01 | -0.06 | 0.0 | 0.06 | 0.37 | -0.38 | 0.08 | -0.01 | 0.01 | 0.1 | 0.27 | -0.38 | -0.43 | -0.12 | 0.47 | 0.26 | -0.3 | 0.27 |
Alpha | NA | 0.0 | -0.04 | -0.04 | -0.03 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.03 | 0.01 | 0.01 | 0.0 | -0.02 | 0.04 | 0.08 | -0.03 | -0.01 | 0.02 |
Beta | NA | 0.92 | 1.04 | 1.02 | 0.88 | 0.87 | 0.92 | 1.1 | 1.04 | 0.9 | 0.85 | 0.91 | 0.91 | 0.92 | 0.86 | 0.62 | 0.75 | 0.95 | 0.87 | 0.79 | 0.74 |
RSquared | NA | 0.9 | 0.93 | 0.92 | 0.88 | 0.88 | 0.93 | 0.92 | 0.95 | 0.9 | 0.91 | 0.87 | 0.91 | 0.94 | 0.97 | 0.85 | 0.8 | 0.88 | 0.89 | 0.86 | 0.78 |
Yield(%) | N/A | 0.7 | 0.3 | 0.2 | 1.5 | N/A | 0.1 | 0.7 | 0.3 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 14.7 | 13.4 | 5.0 | 23.2 | 11.2 |
Dividend Growth(%) | N/A | 83.3 | 750.0 | -95.6 | N/A | N/A | -77.8 | 50.0 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | 46.6 | 217.4 | -76.3 | 104.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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