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GEERX: GE U.S. Equity R (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/31/2008 |
| Last Dividend Date: | 12/22/2010 |
| 12-Mo. Yield | 0.37% |
| Expenses | - |
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Performance Analytics (As of 02/22/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 01/31/2008 |
2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 18.5 | 2.2 | 1.9 | 7.0 | 10.0 | 31.6 | -31.7 |
| Sharpe Ratio | NA | 1.06 | 0.06 | 0.05 | 6.08 | 0.55 | 1.1 | -0.85 |
| Draw Down(%) | NA | 16.9 | 49.5 | 49.5 | 1.8 | 16.9 | 25.0 | 46.6 |
| Standard Deviation(%) | NA | 17.3 | 30.2 | 29.9 | 10.4 | 18.1 | 28.7 | 40.8 |
| Treynor Ratio | NA | 0.2 | 0.02 | 0.02 | 1.1 | 0.11 | 0.28 | -0.33 |
| Alpha | NA | -0.01 | -0.04 | -0.02 | 0.12 | 0.0 | -0.02 | 0.0 |
| Beta | NA | 0.91 | 1.05 | 1.05 | 0.57 | 0.93 | 1.14 | 1.04 |
| RSquared | NA | 0.95 | 0.95 | 0.95 | 0.63 | 0.97 | 0.96 | 0.96 |
| Yield(%) | N/A | 0.4 | 0.9 | N/A | 0.0 | 0.4 | 1.0 | 1.7 |
| Dividend Growth(%) | N/A | -55.3 | N/A | N/A | -100.0 | -55.3 | -58.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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