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GRF: Eagle Capital Growth (CEF)
Basic Info 8.9 0.1(1.14%) May 13
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 01/23/2004 |
| Last Dividend Date: | 12/03/2020 |
| 12-Mo. Yield | 7.07% |
| Expenses | - |
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Performance Analytics (As of 05/10/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.7 | 11.5 | 50.6 | 12.3 | 4.5 | 9.3 | 7.9 | 6.8 | 6.9 | 9.9 | -8.1 | 8.0 | -3.2 | -12.8 | 6.2 | 15.4 | 1.4 | 5.7 | 3.6 | 27.8 | -38.3 | -2.4 | 12.9 | -2.8 | 2.4 |
| SR | NA | 2.02 | 1.96 | 0.37 | 0.17 | 0.32 | NA | 0.17 | 0.2 | -0.57 | -1.09 | -0.63 | -0.98 | -1.34 | -0.5 | -0.13 | -0.64 | -0.33 | -0.54 | 0.16 | -1.28 | -0.59 | -0.22 | -0.74 | -0.32 |
| DD(%) | NA | 6.1 | 7.4 | 36.6 | 36.6 | 36.6 | NA | 62.9 | 36.6 | 8.9 | 22.2 | 9.1 | 19.2 | 18.7 | 12.7 | 14.5 | 19.4 | 24.1 | 19.3 | 45.6 | 52.1 | 21.7 | 15.1 | 16.2 | 17.5 |
| SD(%) | NA | 15.8 | 23.0 | 28.0 | 27.2 | 27.4 | NA | 34.9 | 34.0 | 23.5 | 27.2 | 17.8 | 38.0 | 23.4 | 24.4 | 24.6 | 27.1 | 38.8 | 27.8 | 56.6 | 45.2 | 41.8 | 42.2 | 32.3 | 58.4 |
| TR | NA | 0.85 | 0.81 | 0.18 | 0.08 | 0.17 | NA | 0.17 | 0.1 | -0.32 | -0.75 | -0.14 | -1.35 | -1.28 | -0.96 | -0.05 | -0.26 | -0.24 | -0.3 | 0.37 | -3.43 | -34.34 | 0.69 | -0.8 | -0.41 |
| Alpha(%) | NA | 0.06 | 0.07 | 0.01 | -0.01 | 0.02 | NA | 0.03 | -0.01 | -0.05 | -0.06 | -0.24 | -0.81 | -1.33 | -0.03 | -0.51 | -0.04 | 0.01 | -0.39 | 0.08 | -0.19 | -0.06 | 0.0 | -0.52 | 0.02 |
| Beta(%) | NA | 0.37 | 0.56 | 0.56 | 0.55 | 0.5 | NA | 0.35 | 0.64 | 0.42 | 0.4 | 0.81 | 0.27 | 0.24 | 0.13 | 0.61 | 0.66 | 0.53 | 0.51 | 0.25 | 0.17 | 0.01 | -0.14 | 0.3 | 0.45 |
| RS | NA | 0.13 | 0.19 | 0.21 | 0.15 | 0.1 | NA | 0.04 | 0.42 | 0.05 | 0.06 | 0.09 | 0.01 | 0.03 | 0.0 | 0.08 | 0.1 | 0.11 | 0.11 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/23/2004
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See LARGE BLEND Asset Class Trend Rankings |
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