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IBSMX: IRONBRIDGE SMID CAP FUND IRONBRIDGE SMID CAP FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/07/2005 |
| Last Dividend Date: | 12/13/2018 |
| 12-Mo. Yield | 11.91% |
| Expenses | 0.92% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/07/2005 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 6.9 | 7.6 | 9.8 | 7.8 | 20.2 | -4.9 | 13.7 | 12.3 | -0.9 | 3.7 | 31.4 | 12.7 | -2.8 | 25.6 | 26.5 | -33.7 | 10.5 | 9.3 | 6.4 |
| Sharpe Ratio | NA | 0.23 | 0.9 | 0.49 | 0.71 | 0.34 | 3.15 | -0.36 | 1.38 | 0.8 | -0.06 | 0.27 | 2.46 | 0.84 | -0.1 | 1.26 | 0.89 | -0.83 | 0.48 | 0.47 | 0.43 |
| Draw Down(%) | NA | 24.1 | 24.1 | 24.1 | 26.4 | 52.5 | 5.4 | 24.1 | 4.9 | 12.9 | 10.4 | 11.2 | 6.4 | 11.9 | 26.4 | 15.4 | 26.3 | 48.4 | 9.7 | 13.5 | 8.6 |
| Standard Deviation(%) | NA | 16.4 | 13.5 | 14.3 | 17.1 | 20.3 | 14.0 | 17.0 | 9.5 | 15.0 | 15.0 | 13.7 | 12.8 | 15.1 | 28.8 | 20.4 | 29.7 | 41.5 | 15.8 | 12.9 | 12.7 |
| Treynor Ratio | NA | 0.04 | 0.13 | 0.08 | 0.13 | 0.08 | 0.47 | -0.07 | 0.13 | 0.13 | -0.01 | 0.04 | 0.34 | 0.14 | -0.03 | 0.28 | 0.27 | -0.4 | 0.09 | 0.07 | 0.0 |
| Alpha | NA | -0.02 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.03 | 0.02 | 0.0 | -0.03 | 0.01 | -0.01 | 0.0 | 0.0 | -0.04 | 0.05 | -0.02 | 0.01 | NA |
| Beta | NA | 0.91 | 0.92 | 0.92 | 0.94 | 0.92 | 0.93 | 0.91 | 1.01 | 0.91 | 0.92 | 0.97 | 0.93 | 0.91 | 1.0 | 0.9 | 0.98 | 0.86 | 0.88 | 0.85 | NA |
| RSquared | NA | 0.94 | 0.9 | 0.92 | 0.94 | 0.9 | 0.92 | 0.94 | 0.77 | 0.92 | 0.94 | 0.93 | 0.93 | 0.95 | 0.98 | 0.95 | 0.97 | 0.94 | 0.91 | 0.19 | 0.0 |
| Yield(%) | N/A | 11.9 | 14.4 | 11.2 | 13.0 | N/A | 0.0 | 12.8 | 14.5 | 18.2 | 6.0 | 19.7 | 6.4 | 3.9 | 2.4 | 0.4 | 0.4 | 0.7 | 10.0 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | -12.4 | 14.7 | 456.3 | N/A | N/A | -100.0 | -12.4 | -22.6 | 179.1 | -74.4 | 270.1 | 81.0 | 51.0 | 689.5 | 31.0 | -66.3 | -92.7 | 668.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/07/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
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