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FFCAX: First Caliber Equity A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/06/2007 |
Last Dividend Date: | 12/11/2002 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 02/02/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | Inception** | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 20.6 | -31.1 | 0.0 | 12.1 | -57.5 | -22.2 |
Sharpe Ratio | NA | 1.09 | -0.83 | 0.0 | 0.57 | -1.15 | -0.91 |
Draw Down(%) | NA | 17.8 | 75.0 | 0.0 | 23.0 | 59.0 | 29.1 |
Standard Deviation(%) | NA | 18.7 | 38.8 | NA | 21.0 | 50.5 | 41.9 |
Treynor Ratio | NA | 0.28 | -0.35 | NA | 0.15 | -0.62 | -0.33 |
Alpha | NA | -0.02 | -0.11 | 0.0 | -0.05 | -0.14 | -0.17 |
Beta | NA | 0.73 | 0.91 | 0.0 | 0.81 | 0.94 | 1.16 |
RSquared | NA | 0.83 | 0.53 | 0.0 | 0.88 | 0.55 | 0.33 |
Yield(%) | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/11/2002
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