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DSCIX: DANA SMALL CAP EQUITY FUND INSTITUTIONAL CLASS SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/21/2001 |
Last Dividend Date: | 03/17/2010 |
12-Mo. Yield | 1.71% |
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 | Since 08/21/2001 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 45.9 | -5.0 | 2.1 | 5.1 | 6.1 | 54.3 | -45.4 | 2.0 | 10.0 | 3.1 | 13.0 | 41.6 | -15.1 | 10.2 |
Sharpe Ratio | NA | 2.36 | -0.18 | 0.01 | 0.15 | 1.34 | 1.76 | -1.1 | -0.05 | 0.4 | 0.06 | 0.64 | 2.24 | -0.66 | 1.24 |
Draw Down(%) | NA | 10.0 | 62.1 | 62.1 | 62.1 | 9.2 | 23.7 | 55.6 | 16.3 | 18.6 | 13.0 | 21.4 | 11.9 | 30.7 | 19.0 |
Standard Deviation(%) | NA | 19.4 | 32.5 | 27.4 | 24.5 | 12.2 | 30.8 | 42.0 | 20.1 | 16.8 | 15.3 | 18.6 | 18.3 | 24.5 | 24.9 |
Treynor Ratio | NA | 0.69 | -0.07 | 0.0 | 0.04 | 0.61 | 0.61 | -0.51 | -0.01 | 0.07 | 0.01 | 0.12 | 0.46 | -0.18 | 0.33 |
Alpha | NA | 0.05 | -0.05 | -0.05 | -0.01 | 0.05 | 0.05 | -0.06 | -0.03 | -0.01 | -0.02 | -0.01 | 0.01 | 0.0 | 0.07 |
Beta | NA | 0.67 | 0.88 | 0.89 | 0.9 | 0.27 | 0.89 | 0.91 | 1.06 | 0.96 | 0.94 | 0.97 | 0.89 | 0.92 | 0.95 |
RSquared | NA | 0.65 | 0.84 | 0.85 | 0.86 | 0.28 | 0.88 | 0.87 | 0.93 | 0.93 | 0.86 | 0.92 | 0.89 | 0.87 | 0.85 |
Yield(%) | N/A | 1.7 | 5.3 | 6.2 | N/A | 1.2 | 0.0 | 0.0 | 16.1 | 7.0 | 5.1 | 2.1 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | 22.7 | N/A | N/A | N/A | N/A | -100.0 | 130.1 | 38.3 | 160.9 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/21/2001
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