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JORDX: Jordan Opportunity (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/29/2005 |
| Last Dividend Date: | 12/30/2014 |
| 12-Mo. Yield | 0.46% |
| Expenses | 1.36% |
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Performance Analytics (As of 06/12/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/29/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -13.1 | -6.5 | 11.9 | 9.9 | 7.7 | -6.9 | 6.5 | 29.7 | 13.7 | -7.3 | 14.9 | 43.4 | -37.4 | 25.8 | 9.5 | 7.0 |
| Sharpe Ratio | NA | -0.3 | 0.71 | 0.49 | 0.29 | -0.61 | 0.47 | 2.27 | 1.07 | -0.25 | 0.94 | 1.38 | -0.87 | 1.42 | 0.5 | 1.84 |
| Draw Down(%) | NA | 13.9 | 13.9 | 30.8 | 56.3 | 13.9 | 10.5 | 7.1 | 10.6 | 30.8 | 11.9 | 23.5 | 54.5 | 10.3 | 10.5 | 5.6 |
| Standard Deviation(%) | NA | 21.5 | 16.7 | 19.9 | 23.3 | 24.7 | 13.8 | 13.1 | 12.9 | 29.3 | 15.7 | 31.4 | 44.0 | 16.1 | 12.4 | 10.6 |
| Treynor Ratio | NA | -0.08 | 0.14 | 0.1 | 0.07 | -0.21 | 0.07 | 0.31 | 0.17 | -0.07 | 0.2 | 0.37 | -0.36 | 0.27 | 0.09 | 0.27 |
| Alpha | NA | -0.09 | -0.03 | -0.04 | 0.0 | -0.09 | -0.02 | -0.01 | 0.0 | -0.02 | 0.02 | 0.01 | 0.02 | 0.06 | 0.03 | 0.01 |
| Beta | NA | 0.86 | 0.87 | 0.94 | 0.98 | 0.72 | 0.88 | 0.97 | 0.8 | 1.03 | 0.73 | 1.17 | 1.06 | 0.86 | 0.72 | 0.72 |
| RSquared | NA | 0.28 | 0.48 | 0.68 | 0.76 | 0.15 | 0.76 | 0.79 | 0.82 | 0.87 | 0.8 | 0.83 | 0.81 | 0.77 | 0.57 | 0.68 |
| Yield(%) | N/A | 0.5 | 0.3 | 0.2 | N/A | 0.0 | 0.5 | 0.1 | 0.2 | 0.0 | 0.0 | 0.0 | 0.1 | 9.8 | 11.1 | 9.5 |
| Dividend Growth(%) | N/A | 310.0 | N/A | N/A | N/A | -100.0 | 310.0 | -13.0 | N/A | N/A | -100.0 | -57.1 | -99.3 | -16.5 | 17.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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