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LIMCX: LATEEF FOCUSED GROWTH FUND CLASS C (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/10/2007 |
Last Dividend Date: | 12/07/2018 |
12-Mo. Yield | 0.00% |
Expenses | 1.85% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/10/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 9.7 | 8.5 | 11.0 | 7.0 | 0.0 | 35.6 | -10.5 | 19.6 | 0.7 | 0.7 | 4.3 | 29.3 | 18.8 | 1.7 | 13.3 | 27.8 | -35.4 | 2.6 |
Sharpe Ratio | NA | 1.55 | 0.75 | 0.46 | 0.65 | 0.33 | 0.0 | 2.76 | -0.59 | 2.07 | 0.03 | 0.04 | 0.31 | 2.34 | 1.24 | 0.07 | 0.73 | 1.03 | -1.04 | 0.66 |
Draw Down(%) | NA | 4.4 | 25.6 | 25.6 | 25.6 | 49.6 | 0.0 | 4.4 | 25.6 | 4.1 | 14.2 | 14.0 | 10.6 | 6.4 | 11.7 | 19.1 | 15.0 | 22.4 | 46.4 | 4.2 |
Standard Deviation(%) | NA | 10.5 | 14.6 | 15.2 | 16.4 | 19.4 | NA | 12.4 | 20.2 | 9.2 | 16.6 | 16.7 | 13.8 | 12.5 | 15.3 | 24.6 | 18.1 | 26.9 | 34.9 | 9.5 |
Treynor Ratio | NA | 0.43 | 0.15 | 0.08 | 0.12 | 0.07 | NA | 0.7 | -0.13 | 0.2 | 0.0 | 0.01 | 0.05 | 0.3 | 0.19 | 0.02 | 0.15 | 0.27 | -0.42 | 0.15 |
Alpha | NA | 0.01 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | 0.05 | -0.05 | -0.03 | 0.01 | -0.03 | -0.03 | -0.01 | 0.0 | 0.01 | 0.01 | -0.02 | -0.01 | 0.0 |
Beta | NA | 0.38 | 0.73 | 0.82 | 0.88 | 0.89 | 0.0 | 0.49 | 0.91 | 0.94 | 1.05 | 0.97 | 0.93 | 0.96 | 0.99 | 0.91 | 0.9 | 1.04 | 0.87 | 0.42 |
RSquared | NA | 0.38 | 0.71 | 0.76 | 0.84 | 0.85 | 0.0 | 0.49 | 0.9 | 0.76 | 0.88 | 0.88 | 0.86 | 0.85 | 0.89 | 0.96 | 0.9 | 0.9 | 0.87 | 0.75 |
Yield(%) | N/A | 0.0 | 16.2 | 14.1 | 14.5 | N/A | 0.0 | 0.0 | 22.9 | 28.9 | 24.6 | 22.7 | 8.2 | 6.0 | 5.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -39.6 | 308.3 | N/A | N/A | N/A | -100.0 | -28.7 | -5.7 | -17.8 | 167.6 | 60.9 | 40.8 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/10/2007
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