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JMLAX: Artio US Multicap A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/28/2006 |
Last Dividend Date: | 12/28/2011 |
12-Mo. Yield | 19.81% |
Expenses | 1.30% |
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Performance Analytics (As of 11/02/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/28/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 8.4 | 11.5 | 0.7 | 4.4 | 10.9 | -2.3 | 18.0 | 47.0 | -42.6 | 4.0 | 16.4 |
Sharpe Ratio | NA | 0.42 | 0.52 | 0.01 | 0.13 | 0.77 | -0.09 | 0.92 | 1.6 | -1.02 | 0.06 | 3.56 |
Draw Down(%) | NA | 16.2 | 25.0 | 56.4 | 57.7 | 16.2 | 25.0 | 17.8 | 23.7 | 52.3 | 11.8 | 2.8 |
Standard Deviation(%) | NA | 19.7 | 21.9 | 29.3 | 26.6 | 17.0 | 27.9 | 19.4 | 29.4 | 42.7 | 15.9 | 11.1 |
Treynor Ratio | NA | 0.08 | 0.11 | 0.0 | 0.03 | 0.13 | -0.02 | 0.18 | 0.4 | -0.39 | 0.01 | 0.42 |
Alpha | NA | -0.04 | -0.02 | -0.04 | -0.01 | -0.02 | -0.01 | 0.02 | 0.02 | -0.01 | -0.02 | 0.05 |
Beta | NA | 1.07 | 1.02 | 1.09 | 1.07 | 1.04 | 1.02 | 0.98 | 1.17 | 1.11 | 0.92 | 0.95 |
RSquared | NA | 0.88 | 0.92 | 0.93 | 0.93 | 0.83 | 0.95 | 0.94 | 0.95 | 0.95 | 0.9 | 0.8 |
Yield(%) | N/A | 19.8 | 8.5 | 5.3 | N/A | 0.0 | 19.5 | 0.0 | 0.5 | 0.0 | 9.8 | 1.8 |
Dividend Growth(%) | N/A | 214400.0 | 64.4 | N/A | N/A | -100.0 | N/A | -100.0 | N/A | -100.0 | 533.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/28/2006
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