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GECEX: GE Investments Funds Mid-Cap Equity 1 (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/08/2007 |
Last Dividend Date: | 12/28/2011 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 03/26/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/08/2007 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -8.3 | -13.9 | 3.4 | 1.9 | -3.0 | -8.3 | 8.9 | -8.3 | 26.4 | 41.1 | -39.3 | -15.0 |
Sharpe Ratio | NA | -0.95 | 0.16 | 0.06 | -0.12 | -1.78 | 0.69 | -0.3 | 1.33 | 1.49 | -0.95 | -1.03 |
Draw Down(%) | NA | 14.7 | 25.7 | 52.1 | 60.8 | 8.3 | 10.6 | 25.7 | 14.0 | 20.2 | 52.1 | 19.4 |
Standard Deviation(%) | NA | 14.7 | 21.5 | 28.0 | 28.4 | 17.6 | 12.9 | 27.7 | 19.7 | 27.5 | 42.2 | 35.2 |
Treynor Ratio | NA | -0.24 | 0.04 | 0.02 | -0.04 | -1.02 | 0.14 | -0.09 | 0.31 | 0.45 | -0.45 | -0.35 |
Alpha | NA | -0.09 | -0.05 | -0.05 | -0.04 | -0.19 | 0.0 | -0.02 | 0.01 | 0.01 | 0.02 | -0.18 |
Beta | NA | 0.57 | 0.88 | 0.89 | 0.89 | 0.31 | 0.65 | 0.96 | 0.86 | 0.91 | 0.88 | 1.04 |
RSquared | NA | 0.39 | 0.84 | 0.91 | 0.86 | 0.04 | 0.66 | 0.97 | 0.93 | 0.97 | 0.95 | 0.43 |
Yield(%) | N/A | 0.0 | 3.0 | 1.8 | N/A | 0.0 | 0.0 | 7.0 | 0.6 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | 1366.7 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/08/2007
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