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GEIPX: PREMIER GROWTH EQUITY FUND INVESTMENT CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/06/1999 |
| Last Dividend Date: | 12/17/2015 |
| 12-Mo. Yield | 9.05% |
| Expenses | 0.38% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/06/1999 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.1 | 8.8 | 6.4 | 4.9 | 2.9 | 3.4 | 14.8 | 35.3 | 21.3 | 1.0 | 11.9 | 39.1 | -36.2 | 5.8 | 9.0 | 1.0 | 6.4 | 28.9 | -20.9 | -9.6 | -8.1 | 7.5 |
| Sharpe Ratio | NA | -0.01 | 0.54 | 1.11 | 0.35 | NA | 0.18 | 0.2 | 0.21 | 1.16 | 3.09 | 1.58 | 0.04 | 0.65 | 1.3 | -0.93 | 0.18 | 0.54 | -0.12 | 0.47 | 1.51 | -0.76 | -0.52 | -0.52 | 14.97 |
| Draw Down(%) | NA | 17.4 | 18.2 | 18.2 | 51.0 | NA | 51.0 | 14.3 | 15.0 | 7.5 | 4.9 | 9.7 | 19.9 | 17.0 | 23.9 | 48.6 | 8.6 | 9.7 | 7.7 | 11.2 | 13.6 | 32.1 | 29.8 | 17.2 | 1.1 |
| Standard Deviation(%) | NA | 15.7 | 14.8 | 14.2 | 21.7 | NA | 20.6 | 15.4 | 16.2 | 12.7 | 11.4 | 13.5 | 23.9 | 18.2 | 29.9 | 40.0 | 15.4 | 10.6 | 9.7 | 11.7 | 18.6 | 29.0 | 23.1 | 23.4 | 11.4 |
| Treynor Ratio | NA | 0.0 | 0.08 | 0.17 | 0.08 | NA | 0.05 | 0.03 | 0.03 | 0.16 | 0.39 | 0.24 | 0.01 | 0.13 | 0.33 | -0.36 | 0.03 | 0.08 | -0.01 | 0.07 | 0.3 | -0.25 | -0.21 | -0.21 | 2.18 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | NA | 0.01 | 0.01 | -0.02 | 0.01 | 0.01 | 0.02 | 0.01 | 0.0 | -0.01 | 0.02 | -0.01 | 0.03 | -0.03 | 0.0 | 0.01 | 0.06 | 0.04 | 0.01 | 0.26 |
| Beta | NA | 0.99 | 0.96 | 0.94 | 1.0 | NA | 0.85 | 0.99 | 0.98 | 0.9 | 0.91 | 0.89 | 0.89 | 0.93 | 1.18 | 1.04 | 0.9 | 0.75 | 0.75 | 0.75 | 0.94 | 0.89 | 0.58 | 0.58 | 0.78 |
| RSquared | NA | 0.94 | 0.94 | 0.94 | 0.93 | NA | 0.87 | 0.94 | 0.96 | 0.94 | 0.92 | 0.92 | 0.97 | 0.96 | 0.94 | 0.95 | 0.92 | 0.85 | 0.84 | 0.86 | 0.94 | 0.94 | 0.77 | 0.73 | 0.68 |
| Yield(%) | N/A | 9.0 | 7.8 | 8.0 | 5.3 | 4.1 | N/A | 0.0 | 9.6 | 10.0 | 4.3 | 1.5 | 1.0 | 0.4 | 0.9 | 11.2 | 10.3 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 |
| Dividend Growth(%) | N/A | 1.6 | 1138.1 | 35.0 | N/A | N/A | N/A | -100.0 | 1.6 | 192.3 | 238.4 | 50.0 | 206.7 | -45.5 | -95.4 | 1.4 | 1345.1 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/1999
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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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