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LSEQX: Leuthold Select Equities (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/31/2006 |
Last Dividend Date: | 11/28/2007 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 03/31/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 05/31/2006 |
2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 23.7 | -11.8 | -7.6 | -1.8 | 13.3 | -47.9 | 27.4 | 0.0 |
Sharpe Ratio | NA | 1.38 | -0.42 | -0.32 | -0.46 | 0.61 | -1.14 | 1.09 | -0.16 |
Draw Down(%) | NA | 12.4 | 58.9 | 58.9 | 12.4 | 22.6 | 57.2 | 14.4 | 14.3 |
Standard Deviation(%) | NA | 17.1 | 30.9 | 28.7 | 16.1 | 21.7 | 42.7 | 22.5 | 21.0 |
Treynor Ratio | NA | 0.29 | -0.12 | -0.09 | -0.08 | 0.16 | -0.45 | 0.2 | -0.02 |
Alpha | NA | -0.05 | -0.08 | -0.05 | -0.07 | -0.05 | -0.05 | 0.05 | -0.05 |
Beta | NA | 0.81 | 1.03 | 1.05 | 0.89 | 0.82 | 1.08 | 1.25 | 1.41 |
RSquared | NA | 0.8 | 0.86 | 0.85 | 0.73 | 0.87 | 0.9 | 0.84 | 0.75 |
Yield(%) | N/A | 0.0 | 1.9 | N/A | 0.0 | 0.0 | 0.0 | 6.3 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2006
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