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IFCSX: RX DYNAMIC STOCK FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/20/2006 |
Last Dividend Date: | 12/30/2015 |
12-Mo. Yield | 0.00% |
Expenses | 1.49% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/20/2006 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -9.4 | -10.9 | 2.2 | -8.8 | 1.1 | -37.7 | -50.0 | 8.7 | -1.1 | -5.8 | 8.4 | 29.8 | -29.0 | -9.6 | 1.9 |
Sharpe Ratio | NA | -1.51 | -1.12 | -1.06 | -0.94 | -0.94 | -1.65 | -2.18 | -1.24 | -0.94 | -0.46 | -0.94 | -1.06 | -0.59 | 0.38 | -1.24 | -1.37 | -1.41 |
Draw Down(%) | NA | 13.5 | 74.9 | 77.4 | 78.7 | 78.7 | 11.2 | 14.9 | 41.5 | 52.7 | 18.1 | 17.2 | 22.0 | 13.8 | 26.7 | 41.6 | 20.3 | 8.7 |
Standard Deviation(%) | NA | 16.9 | 50.7 | 41.5 | 35.2 | 33.9 | 36.0 | 15.1 | 45.3 | 73.0 | 21.2 | 21.2 | 22.9 | 17.5 | 29.2 | 39.1 | 23.1 | 13.5 |
Treynor Ratio | NA | -0.27 | -0.53 | -0.42 | -0.35 | -0.33 | -0.69 | -0.34 | -0.43 | -0.89 | -0.11 | -0.18 | -0.26 | -0.12 | 0.11 | -0.52 | -0.41 | -0.22 |
Alpha | NA | -0.13 | -0.09 | -0.09 | -0.09 | -0.08 | -0.42 | -0.09 | 0.38 | -0.25 | -0.18 | -0.06 | -0.03 | -0.11 | 0.01 | 0.03 | -0.07 | -0.04 |
Beta | NA | 0.93 | 1.08 | 1.05 | 0.96 | 0.96 | 0.87 | 0.96 | 1.32 | 0.77 | 0.9 | 1.11 | 0.94 | 0.88 | 1.05 | 0.93 | 0.77 | 0.88 |
RSquared | NA | 0.39 | 0.13 | 0.17 | 0.45 | 0.45 | 0.02 | 0.7 | 0.28 | 0.03 | 0.25 | 0.49 | 0.93 | 0.85 | 0.96 | 0.95 | 0.31 | 0.47 |
Yield(%) | N/A | 0.0 | 24.2 | 20.2 | 10.1 | N/A | 0.0 | 0.0 | 30.5 | 55.1 | 20.9 | 15.9 | 1.4 | 6.8 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 93.1 | 1259.5 | N/A | N/A | N/A | -100.0 | -72.2 | 178.6 | 29.0 | 970.0 | -77.3 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/20/2006
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