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FBRCX: FBR Pegasus Small Cap Growth (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/16/2003 |
Last Dividend Date: | 04/30/2010 |
12-Mo. Yield | 0.34% |
Expenses | - |
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Performance Analytics (As of 09/28/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/16/2003 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -3.1 | -6.4 | 1.6 | 1.3 | -6.0 | 36.4 | -37.1 | 15.0 | 16.0 | 3.6 | -2.2 | 0.0 |
Sharpe Ratio | NA | -0.14 | -0.23 | 0.0 | -0.01 | -0.36 | 1.3 | -1.02 | 0.68 | 0.7 | 0.09 | -0.14 | 0.0 |
Draw Down(%) | NA | 19.0 | 51.6 | 51.6 | 51.6 | 19.0 | 21.7 | 48.3 | 11.0 | 19.7 | 15.5 | 24.2 | 0.0 |
Standard Deviation(%) | NA | 22.3 | 30.1 | 26.0 | 24.2 | 22.8 | 27.9 | 37.3 | 17.7 | 18.2 | 16.4 | 22.0 | NA |
Treynor Ratio | NA | -0.04 | -0.08 | 0.0 | 0.0 | -0.1 | 0.43 | -0.45 | 0.13 | 0.13 | 0.01 | -0.03 | NA |
Alpha | NA | -0.08 | -0.06 | -0.05 | -0.03 | -0.08 | 0.0 | -0.02 | 0.02 | 0.02 | -0.02 | -0.07 | 0.0 |
Beta | NA | 0.81 | 0.84 | 0.86 | 0.88 | 0.79 | 0.84 | 0.85 | 0.91 | 0.98 | 1.0 | 1.09 | 0.0 |
RSquared | NA | 0.85 | 0.94 | 0.92 | 0.9 | 0.83 | 0.97 | 0.97 | 0.87 | 0.83 | 0.82 | 0.83 | 0.0 |
Yield(%) | N/A | 0.3 | 1.3 | 2.0 | N/A | 0.4 | 0.0 | 0.0 | 4.2 | 5.1 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -3.5 | N/A | N/A | N/A | N/A | -100.0 | -9.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/2003
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