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FOGRX: GROWTH OPPORTUNITIES FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/31/1998 |
Last Dividend Date: | 04/27/2022 |
12-Mo. Yield | 36.14% |
Expenses | 1.05% |
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Performance Analytics (As of 05/06/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/29/1999 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 16.7 | 18.3 | 16.8 | 14.3 | 10.8 | 10.8 | 10.0 | 7.4 | -9.1 | 31.9 | 32.6 | -3.5 | 20.7 | 11.0 | -3.7 | 4.5 | 37.3 | 15.6 | -1.7 | 29.6 | 28.2 | -32.3 | 7.9 | 9.0 | 5.5 | 18.4 | 33.4 | -14.8 | -0.2 | 7.4 | 11.9 | -1.8 |
Sharpe Ratio | NA | 0.43 | 0.57 | 0.61 | 0.65 | NA | NA | 0.39 | 0.37 | -0.33 | 0.89 | 2.22 | -0.26 | 2.23 | 0.72 | -0.25 | 0.3 | 2.82 | 0.93 | -0.06 | 1.48 | 1.07 | -0.93 | 0.32 | 0.28 | 0.24 | 1.27 | 1.98 | -0.65 | -0.15 | 0.16 | 0.5 | -0.28 |
Draw Down(%) | NA | 26.9 | 36.9 | 36.9 | 36.9 | NA | NA | 52.9 | 22.8 | 25.1 | 36.9 | 7.4 | 22.6 | 4.1 | 13.0 | 16.6 | 11.6 | 5.1 | 14.4 | 29.1 | 14.6 | 28.9 | 46.8 | 10.2 | 12.7 | 11.2 | 12.0 | 14.5 | 31.2 | 20.9 | 10.4 | 14.1 | 22.7 |
Standard Deviation(%) | NA | 38.2 | 31.6 | 26.3 | 21.3 | NA | NA | 21.5 | 61.0 | 27.4 | 35.2 | 14.0 | 18.6 | 9.0 | 15.0 | 15.2 | 14.9 | 13.2 | 16.8 | 30.4 | 19.9 | 26.2 | 35.8 | 15.3 | 20.2 | 14.0 | 13.7 | 16.5 | 24.6 | 17.4 | 20.7 | 17.4 | 19.9 |
Treynor Ratio | NA | 0.18 | 0.19 | 0.17 | 0.14 | NA | NA | 0.09 | 0.26 | -0.08 | 0.32 | 0.32 | -0.05 | 0.2 | 0.12 | -0.04 | 0.04 | 0.4 | 0.16 | -0.02 | 0.33 | 0.33 | -0.45 | 0.06 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.13 | 0.04 | 0.03 | 0.01 | NA | NA | 0.02 | 0.43 | -0.11 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | -0.01 | -0.03 | 0.02 | 0.0 | 0.01 | 0.01 | -0.02 | 0.02 | -0.03 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.89 | 0.95 | 0.96 | 0.96 | NA | NA | 0.89 | 0.87 | 1.1 | 0.97 | 0.98 | 1.0 | 1.02 | 0.91 | 0.93 | 1.05 | 0.94 | 1.0 | 1.06 | 0.89 | 0.85 | 0.74 | 0.85 | 0.97 | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.24 | 0.57 | 0.61 | 0.68 | NA | NA | 0.58 | 0.17 | 0.59 | 0.97 | 0.95 | 0.96 | 0.86 | 0.94 | 0.94 | 0.93 | 0.89 | 0.92 | 0.97 | 0.96 | 0.95 | 0.94 | 0.91 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 36.1 | 22.5 | 18.7 | 15.7 | 11.1 | 12.7 | N/A | 21.1 | 17.5 | 20.8 | 7.2 | 10.6 | 16.6 | 6.5 | 13.1 | 12.9 | 9.8 | 2.7 | 0.0 | 0.5 | 0.0 | 9.9 | 9.2 | 11.4 | 11.3 | 0.0 | 0.0 | 0.0 | 0.9 | 0.2 | 0.2 | 0.0 |
Dividend Growth(%) | N/A | 90.3 | 120.5 | 107.4 | 274.5 | N/A | N/A | N/A | 10.4 | -9.7 | 265.7 | -41.8 | -33.9 | 173.4 | -59.3 | -6.1 | 61.8 | 310.8 | N/A | -100.0 | N/A | -100.0 | 5.2 | -21.2 | -2.3 | N/A | N/A | N/A | -100.0 | 400.0 | 0.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/29/1999
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