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GWGFX: GENERATION WAVE GROWTH FUND GENERATION WAVE GROWTH FUND - INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/21/2001 |
Last Dividend Date: | 07/03/2013 |
12-Mo. Yield | 0.00% |
Expenses | 1.75% |
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Performance Analytics (As of 08/21/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 09/21/2001 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -5.8 | -1.3 | -1.1 | -0.9 | -21.5 | -13.3 | -8.5 | 15.3 | 12.6 | -6.2 | 11.3 | 21.7 | -47.2 | -3.6 | 11.9 | 8.4 | 11.1 | 39.3 | -26.4 | 21.1 |
Sharpe Ratio | NA | -0.73 | -0.45 | -0.09 | -0.15 | NA | -0.09 | -0.84 | -1.26 | -1.22 | 1.98 | 1.32 | -0.3 | 0.71 | 1.14 | -1.32 | -0.44 | 0.92 | 0.75 | 0.93 | 2.61 | -1.09 | 5.57 |
Draw Down(%) | NA | 31.2 | 40.8 | 40.8 | 57.4 | NA | 57.4 | 25.8 | 18.1 | 14.1 | 3.8 | 7.2 | 22.4 | 13.3 | 16.4 | 54.4 | 9.9 | 9.9 | 5.4 | 11.0 | 13.4 | 38.1 | 3.8 |
Standard Deviation(%) | NA | 40.7 | 30.5 | 33.3 | 43.1 | NA | 18.9 | 33.3 | 10.7 | 7.0 | 7.7 | 9.6 | 20.9 | 15.9 | 19.0 | 36.5 | 15.2 | 9.4 | 8.3 | 11.0 | 14.8 | 25.1 | 18.0 |
Treynor Ratio | NA | -20.15 | -0.68 | -0.07 | -0.1 | NA | -0.03 | -5.4 | -0.59 | -0.24 | 0.26 | 0.19 | -0.07 | 0.14 | 0.34 | -0.67 | 0.38 | -35.04 | -0.95 | 1.85 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.16 | -0.08 | -0.06 | -0.07 | NA | -0.02 | -0.11 | -0.06 | -0.05 | -0.01 | 0.01 | -0.03 | -0.01 | 0.01 | -0.12 | -0.02 | 0.03 | 0.03 | 0.04 | NA | NA | NA |
Beta | NA | 0.01 | 0.2 | 0.42 | 0.6 | NA | 0.57 | 0.05 | 0.23 | 0.35 | 0.6 | 0.67 | 0.85 | 0.82 | 0.64 | 0.72 | -0.18 | 0.0 | -0.07 | 0.06 | NA | NA | NA |
RSquared | NA | 0.0 | 0.01 | 0.06 | 0.2 | NA | 0.31 | 0.0 | 0.11 | 0.34 | 0.74 | 0.81 | 0.93 | 0.89 | 0.85 | 0.67 | 0.03 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.3 | 1.2 | 1.4 | N/A | 0.0 | 0.0 | 0.0 | 0.9 | 0.6 | 0.0 | 0.0 | 0.9 | 10.7 | 0.0 | 0.3 | 0.4 | 0.0 | 2.9 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -92.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | 75.0 | N/A | N/A | -100.0 | -96.4 | N/A | -100.0 | 0.0 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/21/2001
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