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GEUSX: GE Investments Funds US Equity 1 (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/27/1995 |
Last Dividend Date: | 12/29/2015 |
12-Mo. Yield | 10.61% |
Expenses | - |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/08/2007 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -2.1 | 6.0 | 3.5 | 4.4 | 2.1 | -5.0 | -2.3 | 12.8 | 33.9 | 15.8 | -2.9 | 10.3 | 30.3 | -38.4 | -6.7 | 16.1 | 2.5 | 8.2 | 23.3 | -19.3 | -8.8 | -5.5 | 13.8 | 21.2 | 32.1 | 11.3 | 39.5 |
Sharpe Ratio | NA | -0.37 | 0.13 | 0.69 | 0.1 | NA | NA | 0.16 | -0.28 | -0.15 | 1.05 | 2.92 | 1.17 | -0.12 | 0.56 | 1.05 | -0.99 | -0.44 | 1.36 | 0.04 | 0.7 | 1.38 | -0.81 | -0.62 | -0.45 | 0.61 | 0.93 | -1.23 | 0.48 | NA |
Draw Down(%) | NA | 15.5 | 17.7 | 17.7 | 60.1 | NA | NA | 60.1 | 12.3 | 13.4 | 9.3 | 5.0 | 11.0 | 21.2 | 16.9 | 25.1 | 47.3 | 17.0 | 7.4 | 6.2 | 7.5 | 13.4 | 30.9 | 24.7 | 14.5 | 11.3 | 18.9 | 10.3 | 10.4 | 0.0 |
Standard Deviation(%) | NA | 21.5 | 17.2 | 16.1 | 23.0 | NA | NA | 20.8 | 20.3 | 16.0 | 12.2 | 11.6 | 13.6 | 24.2 | 18.1 | 28.8 | 39.6 | 22.0 | 9.5 | 9.5 | 10.4 | 16.4 | 25.2 | 18.2 | 21.2 | 17.4 | 19.1 | 18.7 | 16.2 | 366.8 |
Treynor Ratio | NA | -0.07 | 0.02 | 0.1 | 0.02 | NA | NA | 0.03 | -0.05 | -0.02 | 0.12 | 0.33 | 0.15 | -0.03 | 0.1 | 0.29 | -0.41 | -0.1 | 0.14 | 0.0 | 0.08 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
Alpha | NA | -0.08 | -0.04 | -0.03 | -0.04 | NA | NA | 0.0 | -0.06 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | 0.0 | -0.02 | -0.05 | 0.01 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.12 | 1.07 | 1.06 | 1.01 | NA | NA | 1.0 | 1.13 | 1.02 | 1.05 | 1.03 | 1.04 | 1.02 | 0.99 | 1.05 | 0.96 | 1.02 | 0.92 | 0.92 | 0.92 | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.57 | 0.74 | 0.78 | 0.88 | NA | NA | 0.51 | 0.6 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 0.59 | 0.97 | 0.98 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 10.6 | 7.1 | 7.0 | 2.9 | 2.7 | 2.9 | N/A | 0.0 | 10.7 | 9.0 | 1.2 | 1.5 | 0.8 | 1.0 | 0.0 | 0.0 | 0.0 | 1.5 | 1.2 | 1.4 | 1.0 | 0.8 | 0.6 | 0.7 | 0.7 | 1.0 | 0.0 | 1.8 | 2.3 |
Dividend Growth(%) | N/A | 23.4 | 862.3 | N/A | N/A | N/A | N/A | N/A | -100.0 | 23.4 | 895.2 | -8.7 | 84.0 | -19.4 | N/A | N/A | N/A | -100.0 | 32.5 | -9.1 | 69.2 | 4.0 | 13.6 | -15.4 | 18.2 | -21.4 | 2700.0 | -97.1 | -25.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/08/2007
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