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LOMMX: CGM Mutual (MUTUAL FUND)
Basic Info
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/15/1980 |
Last Dividend Date: | 11/28/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.19% |
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Performance Analytics (As of 12/02/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | -24.0 | 1.7 | -1.8 | 3.7 | 2.1 | 6.0 | 8.5 | -25.0 | -1.7 | 8.3 | 2.1 | -13.7 | 17.1 | 7.6 | -3.1 | 5.3 | 21.0 | 16.8 | -16.9 | 15.6 | 15.9 | -28.2 | 38.5 | 5.5 | 14.6 | 10.8 | 39.7 | -17.4 | -11.4 | -11.6 | 22.5 | 8.2 | 8.2 | 23.7 | 24.3 | -9.7 | 21.8 | 6.1 | 40.9 | 1.1 | 21.7 | 3.2 | 12.6 | 26.4 | 34.4 | -4.1 | 10.0 | 40.9 | 0.3 | 14.5 |
Sharpe Ratio | NA | -0.79 | 0.04 | -0.11 | 0.16 | NA | NA | 0.33 | -0.85 | -0.06 | 0.25 | 0.05 | -0.95 | 1.63 | 0.46 | -0.21 | 0.43 | 1.46 | 1.12 | -0.71 | 0.79 | 0.77 | -0.84 | 1.67 | 0.14 | 0.93 | 0.69 | 2.52 | -0.88 | -0.85 | -1.12 | 1.37 | 0.28 | 0.31 | 1.9 | 1.96 | -1.37 | 2.27 | 0.38 | 2.68 | -0.29 | 1.28 | -0.14 | 0.27 | 1.62 | 2.04 | -0.62 | 0.3 | 1.75 | -0.65 | 0.54 |
Draw Down(%) | NA | 33.1 | 37.3 | 47.8 | 47.8 | NA | NA | 47.8 | 32.7 | 25.7 | 37.3 | 12.6 | 23.1 | 6.0 | 17.6 | 11.9 | 8.1 | 8.7 | 14.0 | 25.4 | 17.5 | 15.9 | 43.8 | 12.3 | 14.8 | 10.6 | 12.0 | 8.6 | 26.3 | 25.1 | 21.4 | 10.6 | 23.7 | 13.8 | 5.9 | 5.2 | 16.2 | 6.0 | 8.5 | 6.6 | 16.1 | 8.3 | 8.4 | 34.4 | 10.0 | 3.0 | 20.3 | 6.2 | 6.8 | 12.7 | 9.6 |
Standard Deviation(%) | NA | 31.9 | 27.8 | 23.5 | 19.2 | NA | NA | 17.5 | 32.9 | 29.5 | 31.8 | 13.2 | 15.9 | 10.2 | 15.9 | 14.8 | 12.4 | 14.4 | 15.1 | 23.9 | 19.7 | 20.5 | 34.7 | 21.3 | 15.2 | 13.3 | 14.3 | 15.5 | 21.1 | 16.3 | 14.0 | 14.0 | 17.5 | 14.9 | 10.5 | 10.4 | 9.3 | 8.7 | 9.7 | 13.8 | 14.1 | 12.5 | 10.7 | 30.9 | 13.7 | 14.3 | 17.3 | 13.0 | 19.0 | 15.0 | 13.1 |
Treynor Ratio | NA | -0.28 | 0.01 | -0.02 | 0.02 | NA | NA | 0.05 | -0.31 | -0.01 | 0.06 | 0.16 | -0.16 | 0.09 | 0.04 | -0.02 | 0.03 | 0.11 | 0.1 | -0.1 | 0.09 | 0.15 | -0.23 | 0.18 | 0.01 | 0.09 | 0.07 | 0.3 | -0.16 | -0.16 | -0.35 | 0.23 | 0.04 | 0.04 | 0.2 | 0.18 | -0.12 | 0.17 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.06 | -0.01 | -0.03 | -0.02 | NA | NA | 0.02 | -0.06 | -0.06 | -0.04 | 0.0 | -0.05 | -0.03 | -0.02 | -0.01 | -0.04 | -0.04 | -0.01 | -0.1 | -0.02 | -0.01 | 0.01 | 0.1 | -0.04 | 0.03 | -0.01 | 0.04 | -0.02 | -0.04 | -0.05 | 0.05 | -0.03 | -0.04 | 0.05 | -0.01 | -0.02 | 0.05 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.91 | 1.19 | 1.2 | 1.3 | NA | NA | 1.23 | 0.9 | 1.3 | 1.35 | 0.04 | 0.96 | 1.82 | 1.75 | 1.5 | 1.61 | 1.84 | 1.74 | 1.67 | 1.72 | 1.04 | 1.28 | 2.03 | 1.63 | 1.39 | 1.49 | 1.3 | 1.18 | 0.86 | 0.44 | 0.83 | 1.26 | 1.17 | 1.01 | 1.17 | 1.04 | 1.14 | 0.74 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.23 | 0.48 | 0.49 | 0.54 | NA | NA | 0.44 | 0.22 | 0.16 | 0.78 | 0.03 | 0.48 | 0.52 | 0.74 | 0.78 | 0.76 | 0.77 | 0.72 | 0.91 | 0.86 | 0.7 | 0.74 | 0.76 | 0.51 | 0.46 | 0.53 | 0.62 | 0.61 | 0.43 | 0.2 | 0.43 | 0.71 | 0.69 | 0.63 | 0.43 | 0.64 | 0.61 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/1979
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