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KGSCX: KALMAR "GROWTH-WITH-VALUE" SMALL CAP FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/16/1997 |
| Last Dividend Date: | 12/29/2016 |
| 12-Mo. Yield | 26.23% |
| Expenses | 1.45% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/16/1997 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 15.1 | 3.3 | 8.7 | 5.2 | 8.9 | 6.3 | 7.2 | 5.1 | 11.4 | -7.4 | -7.3 | 43.1 | 13.6 | 0.6 | 34.6 | 33.5 | -40.3 | 12.7 | 6.1 | 5.2 | 12.8 | 37.6 | -16.5 | 0.0 | 16.5 | 6.0 | -7.7 | 24.5 |
| Sharpe Ratio | NA | 1.51 | 0.19 | 0.53 | 0.21 | NA | NA | 0.27 | 0.71 | 0.6 | -0.42 | -0.42 | 2.91 | 0.81 | 0.02 | 1.54 | 1.13 | -1.1 | 0.56 | 0.19 | 0.23 | 0.77 | 2.14 | -0.74 | -0.09 | 0.45 | 0.22 | -0.55 | 3.0 |
| Draw Down(%) | NA | 3.8 | 28.8 | 28.8 | 56.5 | NA | NA | 56.5 | 3.6 | 16.3 | 18.9 | 20.1 | 5.9 | 12.9 | 27.0 | 16.1 | 25.9 | 50.1 | 10.3 | 16.3 | 9.9 | 15.9 | 12.5 | 30.8 | 27.6 | 19.3 | 17.2 | 38.2 | 9.8 |
| Standard Deviation(%) | NA | 9.6 | 15.9 | 16.0 | 23.5 | NA | NA | 21.3 | 7.9 | 18.6 | 17.8 | 17.4 | 14.8 | 16.9 | 31.7 | 22.4 | 29.6 | 37.4 | 17.5 | 14.8 | 13.3 | 15.5 | 17.3 | 23.7 | 25.6 | 27.5 | 12.8 | 20.0 | 15.3 |
| Treynor Ratio | NA | 0.24 | 0.03 | 0.09 | 0.05 | NA | NA | 0.07 | 0.12 | 0.11 | -0.07 | -0.07 | 0.43 | 0.14 | 0.01 | 0.37 | 0.38 | -0.48 | 0.1 | 0.03 | 0.04 | 0.15 | 0.45 | -0.19 | -0.02 | 0.18 | 0.04 | -0.14 | 0.0 |
| Alpha | NA | -0.01 | -0.03 | -0.03 | -0.03 | NA | NA | -0.01 | -0.01 | 0.0 | -0.02 | -0.05 | 0.02 | -0.01 | 0.01 | 0.02 | -0.01 | -0.04 | 0.01 | -0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.06 | -0.03 | -0.03 | NA |
| Beta | NA | 0.62 | 0.96 | 1.0 | 0.92 | NA | NA | 0.87 | 0.46 | 1.02 | 1.06 | 1.07 | 1.0 | 0.96 | 0.97 | 0.93 | 0.89 | 0.85 | 0.93 | 0.85 | 0.87 | 0.8 | 0.82 | 0.91 | 0.96 | 0.7 | 0.67 | 0.78 | NA |
| RSquared | NA | 0.5 | 0.85 | 0.88 | 0.95 | NA | NA | 0.89 | 0.38 | 0.93 | 0.91 | 0.94 | 0.94 | 0.95 | 0.98 | 0.97 | 0.97 | 0.98 | 0.95 | 0.95 | 0.94 | 0.91 | 0.85 | 0.92 | 0.91 | 0.81 | 0.66 | 0.74 | 0.0 |
| Yield(%) | N/A | 26.2 | 14.6 | 12.9 | 7.7 | 11.1 | 7.3 | N/A | 0.0 | 27.5 | 19.4 | 6.4 | 2.3 | 7.9 | 5.2 | 2.2 | 0.0 | 0.0 | 21.8 | 4.5 | 3.1 | 3.5 | 0.7 | 0.0 | 0.0 | 19.8 | 0.0 | 0.0 | 7.8 |
| Dividend Growth(%) | N/A | 2.5 | 270.4 | 123.6 | 190.3 | N/A | N/A | N/A | -100.0 | 2.5 | 164.8 | 280.1 | -69.3 | 43.5 | 209.0 | N/A | N/A | -100.0 | 391.4 | 51.4 | -6.5 | 620.5 | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/16/1997
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