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FQGIX: Fifth Third Quality Growth Instl (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/19/1998 |
Last Dividend Date: | 12/29/2010 |
12-Mo. Yield | 0.00% |
Expenses | 0.95% |
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Performance Analytics (As of 01/31/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/19/1998 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 4.6 | 9.9 | 2.6 | 6.5 | 2.8 | 0.0 | 11.0 | 0.4 | 13.6 | 29.4 | -36.9 | 21.4 | 4.9 | 6.4 | -0.9 | 31.4 | -32.5 | -13.7 | -3.9 | 23.8 | 18.0 |
Sharpe Ratio | NA | 0.36 | 0.52 | 0.1 | 0.26 | 0.05 | 0.0 | 0.87 | 0.01 | 0.76 | 1.23 | -1.02 | 1.18 | 0.13 | 0.33 | -0.12 | 1.51 | -1.1 | -0.61 | -0.31 | 1.03 | 1.69 |
Draw Down(%) | NA | 11.1 | 19.1 | 47.0 | 48.8 | 55.4 | 0.0 | 11.1 | 19.1 | 15.2 | 20.1 | 45.5 | 8.4 | 13.1 | 9.5 | 19.2 | 13.9 | 42.0 | 36.1 | 17.1 | 10.6 | 17.1 |
Standard Deviation(%) | NA | 12.4 | 19.0 | 24.7 | 20.7 | 22.6 | NA | 12.8 | 24.7 | 17.8 | 23.9 | 37.1 | 15.7 | 13.1 | 12.6 | 15.8 | 20.3 | 30.5 | 26.8 | 25.9 | 20.0 | 31.6 |
Treynor Ratio | NA | 0.07 | 0.11 | 0.03 | 0.06 | 0.01 | NA | 0.16 | 0.0 | 0.15 | 0.31 | -0.38 | 0.2 | 0.02 | 0.04 | -0.02 | 0.3 | -0.36 | -0.23 | -0.12 | 0.23 | 0.54 |
Alpha | NA | -0.03 | -0.02 | -0.04 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.04 | 0.01 | -0.02 | -0.03 | 0.01 | 0.01 | 0.04 | 0.04 | 0.01 | 0.03 |
Beta | NA | 0.68 | 0.88 | 0.94 | 0.95 | 0.87 | 0.0 | 0.71 | 0.92 | 0.91 | 0.96 | 0.98 | 0.93 | 0.94 | 1.01 | 1.02 | 1.02 | 0.94 | 0.71 | 0.65 | 0.91 | 0.99 |
RSquared | NA | 0.63 | 0.91 | 0.95 | 0.93 | 0.9 | 0.0 | 0.65 | 0.98 | 0.97 | 0.97 | 0.97 | 0.95 | 0.87 | 0.88 | 0.89 | 0.94 | 0.95 | 0.87 | 0.76 | 0.89 | 0.95 |
Yield(%) | N/A | 0.0 | 0.0 | 0.8 | 3.2 | N/A | 0.0 | 0.0 | 0.0 | 0.1 | 0.3 | 3.2 | 15.9 | 1.7 | 0.4 | 0.0 | 0.0 | 0.0 | 2.8 | 11.8 | 5.5 | 9.7 |
Dividend Growth(%) | N/A | N/A | -99.4 | -79.8 | N/A | N/A | N/A | N/A | -100.0 | -47.4 | -93.3 | -79.4 | 853.0 | 386.4 | N/A | N/A | -100.0 | -99.8 | -80.1 | 152.0 | -39.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/1998
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