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DWUGX: SUMMIT GLOBAL INVESTMENTS GLOBAL LOW VOLATILITY FUND (FORMERLY DYNAMIC U.S. GROWTH FUND) CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/02/2009 |
| Last Dividend Date: | 12/16/2015 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.95% |
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Performance Analytics (As of 08/13/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/02/2009 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.5 | -0.8 | 14.0 | -5.8 | 24.9 | -10.3 | 9.1 | 5.0 | 42.1 | 6.6 | 4.6 | 50.7 | 24.3 |
| Sharpe Ratio | NA | -0.35 | 0.09 | 0.19 | 0.62 | -0.38 | 4.1 | -0.49 | 0.47 | 0.2 | 2.41 | 0.32 | 0.14 | 2.11 | 1.31 |
| Draw Down(%) | NA | 11.8 | 25.9 | 32.1 | 32.1 | 11.8 | 2.0 | 24.7 | 13.0 | 24.6 | 6.8 | 20.7 | 28.2 | 12.4 | 12.1 |
| Standard Deviation(%) | NA | 18.2 | 16.5 | 19.7 | 22.4 | 19.2 | 5.9 | 21.5 | 19.2 | 25.5 | 17.5 | 20.9 | 32.3 | 23.9 | 25.6 |
| Treynor Ratio | NA | -0.15 | 0.02 | 0.04 | 0.13 | -0.17 | 0.61 | -0.08 | 0.09 | 0.03 | 0.34 | 0.05 | 0.04 | 0.46 | 0.35 |
| Alpha | NA | -0.08 | -0.03 | -0.03 | -0.01 | -0.08 | 0.05 | -0.04 | 0.0 | -0.05 | -0.01 | -0.05 | 0.03 | 0.12 | -0.04 |
| Beta | NA | 0.43 | 0.68 | 0.9 | 1.02 | 0.44 | 0.4 | 1.28 | 1.06 | 1.58 | 1.22 | 1.22 | 1.11 | 1.1 | 0.97 |
| RSquared | NA | 0.82 | 0.56 | 0.59 | 0.68 | 0.84 | 0.4 | 0.78 | 0.81 | 0.72 | 0.71 | 0.73 | 0.83 | 0.77 | 0.58 |
| Yield(%) | N/A | 0.0 | 0.0 | 4.7 | N/A | 0.0 | 0.0 | 0.0 | 7.6 | 8.3 | 12.3 | 0.0 | 2.6 | 1.9 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | -11.4 | -15.4 | N/A | -100.0 | 113.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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