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HMATX: Huntington Mid Corp America Trust (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/04/2001 |
| Last Dividend Date: | 12/28/2012 |
| 12-Mo. Yield | 0.12% |
| Expenses | 1.33% |
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Performance Analytics (As of 12/17/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/04/2001 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -16.7 | 8.7 | 6.1 | 14.6 | 6.4 | 6.6 | 8.1 | 12.6 | -2.4 | 22.9 | 32.7 | -37.5 | 7.7 | 6.2 | 11.4 | 17.2 | 31.3 | -13.2 | 8.7 |
| Sharpe Ratio | NA | 0.36 | 0.23 | 0.56 | 0.22 | 0.25 | 0.4 | 0.53 | -0.09 | 1.15 | 1.18 | -0.99 | 0.3 | 0.24 | 0.78 | 1.31 | 2.09 | -0.63 | 0.59 |
| Draw Down(%) | NA | 17.4 | 23.9 | 23.9 | 53.6 | 53.6 | 17.4 | 13.8 | 23.9 | 15.5 | 23.6 | 50.8 | 10.9 | 11.7 | 7.4 | 8.8 | 12.6 | 30.1 | 23.7 |
| Standard Deviation(%) | NA | 23.8 | 26.0 | 26.2 | 24.5 | 22.0 | 21.0 | 24.0 | 26.7 | 19.8 | 27.7 | 38.7 | 15.5 | 12.3 | 11.8 | 12.4 | 14.7 | 22.8 | 17.4 |
| Treynor Ratio | NA | 0.1 | 0.06 | 0.16 | 0.06 | 0.06 | 0.09 | 0.14 | -0.02 | 0.25 | 0.39 | -0.49 | 0.05 | 0.03 | 0.1 | 0.17 | 0.35 | -0.16 | 0.14 |
| Alpha | NA | -0.08 | -0.05 | -0.05 | -0.04 | -0.02 | -0.06 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | -0.03 | -0.01 | -0.01 | 0.0 | 0.0 | -0.02 |
| Beta | NA | 0.91 | 0.95 | 0.9 | 0.87 | 0.86 | 0.91 | 0.88 | 0.97 | 0.9 | 0.84 | 0.79 | 0.89 | 0.95 | 0.94 | 0.96 | 0.89 | 0.9 | 0.75 |
| RSquared | NA | 0.27 | 0.53 | 0.67 | 0.72 | 0.82 | 0.34 | 0.3 | 0.97 | 0.98 | 0.98 | 0.83 | 0.92 | 0.94 | 0.94 | 0.95 | 0.96 | 0.98 | 0.9 |
| Yield(%) | N/A | 0.1 | 7.5 | 8.3 | 5.1 | N/A | 0.0 | 14.7 | 9.2 | 3.8 | 0.4 | 2.6 | 8.3 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.4 |
| Dividend Growth(%) | N/A | -99.2 | 60.3 | 126.0 | N/A | N/A | -100.0 | 41.6 | 186.9 | 1264.9 | -91.3 | -69.2 | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2001
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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