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DRMVX: Dreman Contrarian Mid Cap Value Instl (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/30/2004 |
Last Dividend Date: | 09/26/2012 |
12-Mo. Yield | 0.95% |
Expenses | 1.00% |
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Performance Analytics (As of 01/09/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/30/2004 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 12.0 | 8.0 | 2.8 | 4.9 | 0.0 | 14.6 | -6.2 | 20.5 | 39.8 | -39.2 | 5.8 | 17.6 | -3.3 | 15.6 |
Sharpe Ratio | NA | 0.83 | 0.38 | 0.09 | 0.16 | 0.0 | 1.0 | -0.23 | 1.04 | 1.3 | -1.02 | 0.19 | 1.27 | -0.31 | 1.43 |
Draw Down(%) | NA | 13.3 | 26.6 | 54.9 | 58.0 | 0.0 | 13.3 | 26.6 | 15.3 | 27.8 | 53.7 | 12.1 | 9.7 | 14.9 | 9.9 |
Standard Deviation(%) | NA | 14.5 | 21.0 | 27.9 | 22.8 | NA | 14.6 | 26.7 | 19.5 | 30.6 | 39.2 | 14.6 | 11.3 | 17.9 | 11.3 |
Treynor Ratio | NA | 0.13 | 0.09 | 0.03 | 0.04 | NA | 0.16 | -0.06 | 0.25 | 0.47 | -0.46 | 0.03 | 0.15 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.03 | -0.05 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.02 | -0.04 | 0.04 | 0.02 | NA | NA |
Beta | NA | 0.91 | 0.92 | 0.88 | 0.88 | 0.0 | 0.95 | 0.96 | 0.83 | 0.84 | 0.87 | 0.85 | 0.93 | NA | NA |
RSquared | NA | 0.79 | 0.87 | 0.93 | 0.82 | 0.0 | 0.82 | 0.91 | 0.85 | 0.97 | 0.96 | 0.93 | 0.15 | 0.0 | 0.0 |
Yield(%) | N/A | 1.0 | 1.3 | 1.4 | N/A | 0.0 | 0.9 | 1.1 | 1.8 | 3.6 | 1.0 | 13.0 | 7.3 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -17.1 | -80.8 | N/A | N/A | -100.0 | -16.7 | -29.4 | -34.6 | 116.7 | -92.7 | 92.9 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/2004
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See MID-CAP VALUE Asset Class Trend Rankings |
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