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GRSPX: Greenspring (MUTUAL FUND)
Basic Info 21.93 0.35(1.57%) March 22
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: | (96%) |
| Start Date: | 06/22/1995 |
| Last Dividend Date: | 12/21/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.93% |
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Performance Analytics (As of 03/21/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.0 | -1.2 | 0.1 | 24.4 | 6.9 | 6.1 | 6.2 | 7.2 | -0.8 | 17.5 | 3.8 | 20.9 | -10.1 | 5.9 | 19.8 | -5.9 | -2.5 | 18.1 | 9.1 | -0.3 | 10.6 | 15.8 | -11.7 | 5.3 | 12.3 | 5.8 | 6.7 | 31.9 | -6.0 | 10.2 | 15.6 | 2.6 | -16.0 | 23.9 | 22.6 | 18.7 | -0.4 | 4.2 | 10.8 | 18.7 | -6.8 | 9.0 | 15.7 | -0.4 | 9.6 |
| SR | NA | -1.05 | -0.16 | 1.12 | 0.33 | 0.39 | NA | 0.48 | -0.12 | 1.4 | 0.12 | 2.08 | -1.11 | 0.77 | 1.8 | -0.53 | -0.29 | 2.66 | 1.26 | -0.02 | 1.28 | 1.36 | -0.63 | 0.24 | 1.32 | 0.53 | 1.03 | 5.5 | -0.56 | 0.77 | 1.02 | -0.08 | -1.35 | 3.08 | 3.23 | 3.44 | -0.7 | 0.2 | 1.14 | 1.58 | -1.1 | 0.66 | 2.54 | -0.36 | 0.74 |
| DD(%) | NA | 6.4 | 14.8 | 15.7 | 35.1 | 35.1 | NA | 35.7 | 15.7 | 8.8 | 35.1 | 4.7 | 17.9 | 6.9 | 8.1 | 11.6 | 9.3 | 2.8 | 7.2 | 12.6 | 5.4 | 12.3 | 24.8 | 8.1 | 6.0 | 7.3 | 5.6 | 3.6 | 24.9 | 13.1 | 7.1 | 8.8 | 35.7 | 4.8 | 3.7 | 3.4 | 6.3 | 10.8 | 5.2 | 5.6 | 13.9 | 4.3 | 1.5 | 12.4 | 5.3 |
| SD(%) | NA | 13.5 | 18.4 | 18.1 | 17.3 | 13.9 | NA | 10.9 | 18.8 | 12.5 | 28.4 | 9.4 | 10.4 | 6.9 | 10.8 | 11.1 | 8.7 | 6.8 | 7.2 | 12.7 | 8.3 | 11.6 | 19.9 | 9.8 | 6.8 | 6.8 | 5.6 | 5.7 | 12.7 | 10.5 | 11.3 | 7.3 | 14.3 | 6.6 | 5.9 | 4.3 | 4.8 | 10.6 | 7.3 | 9.4 | 10.9 | 5.0 | 4.3 | 12.4 | 8.4 |
| TR | NA | -0.14 | -0.03 | 0.18 | 0.05 | 0.05 | NA | 0.06 | -0.02 | 0.16 | 0.03 | 0.17 | -0.12 | 0.04 | 0.15 | -0.05 | -0.02 | 0.21 | 0.1 | 0.0 | 0.15 | 0.25 | -0.16 | 0.02 | 0.1 | 0.04 | 0.09 | 0.69 | -0.1 | 0.14 | 0.23 | -0.02 | -0.22 | 0.48 | 0.44 | 0.39 | -0.13 | 0.03 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.08 | 0.02 | 0.03 | 0.0 | -0.01 | NA | 0.01 | 0.07 | 0.01 | -0.06 | -0.01 | -0.03 | -0.04 | 0.03 | -0.02 | -0.05 | 0.01 | 0.0 | -0.02 | 0.0 | 0.01 | 0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.08 | 0.0 | 0.04 | 0.05 | -0.01 | -0.11 | 0.05 | 0.06 | 0.03 | 0.0 | 0.0 | 0.03 | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 1.02 | 1.02 | 1.15 | 1.16 | 1.15 | NA | 0.82 | 1.04 | 1.1 | 1.29 | 1.16 | 0.96 | 1.27 | 1.27 | 1.1 | 1.09 | 0.85 | 0.89 | 0.91 | 0.72 | 0.64 | 0.78 | 0.95 | 0.88 | 0.84 | 0.6 | 0.45 | 0.75 | 0.55 | 0.51 | 0.37 | 0.89 | 0.43 | 0.43 | 0.39 | 0.27 | 0.72 | 0.72 | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.73 | 0.75 | 0.78 | 0.82 | 0.8 | NA | 0.58 | 0.79 | 0.55 | 0.9 | 0.78 | 0.83 | 0.54 | 0.84 | 0.73 | 0.7 | 0.74 | 0.82 | 0.94 | 0.85 | 0.83 | 0.85 | 0.78 | 0.75 | 0.65 | 0.58 | 0.57 | 0.67 | 0.43 | 0.4 | 0.32 | 0.52 | 0.47 | 0.37 | 0.27 | 0.16 | 0.17 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/22/1995
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