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MAMQX: MID-CAP EQUITY INDEX FUND MID-CAP EQUITY INDEX FUND CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/2000 |
| Last Dividend Date: | 12/14/2020 |
| 12-Mo. Yield | 6.48% |
| Expenses | 0.13% |
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Performance Analytics (As of 03/09/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/2000 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 41.4 | 7.4 | 12.3 | 9.8 | 7.0 | 7.3 | 6.9 | 0.0 | 12.2 | 28.1 | -11.8 | 15.8 | 8.9 | 7.1 | 3.6 | 30.4 | 14.3 | -3.8 | 34.4 | 37.1 | -38.8 | -1.6 | 0.7 | 6.7 | 12.7 | 35.2 | -14.5 | -0.9 | -2.0 |
| Sharpe Ratio | NA | 1.07 | 0.24 | 0.5 | 0.38 | NA | NA | 0.24 | 0.0 | 0.29 | 1.85 | -0.68 | 0.99 | 0.4 | 0.4 | 0.09 | 2.17 | 0.93 | -0.13 | 1.39 | 1.15 | -0.92 | -0.24 | -0.16 | 0.31 | 0.79 | 2.06 | -0.63 | -0.14 | NA |
| Draw Down(%) | NA | 28.1 | 42.3 | 42.3 | 42.3 | NA | NA | 60.7 | 0.0 | 42.0 | 8.4 | 28.4 | 8.5 | 19.8 | 12.6 | 26.6 | 7.3 | 11.0 | 26.7 | 20.7 | 27.4 | 53.5 | 16.7 | 12.7 | 9.3 | 10.4 | 13.5 | 31.7 | 25.8 | 2.0 |
| Standard Deviation(%) | NA | 38.7 | 27.2 | 23.1 | 24.5 | NA | NA | 24.5 | NA | 41.1 | 14.4 | 19.5 | 15.4 | 22.0 | 17.6 | 38.9 | 14.0 | 15.5 | 28.6 | 24.6 | 32.1 | 43.2 | 19.2 | 16.3 | 14.5 | 14.9 | 16.8 | 25.0 | 22.8 | 0.0 |
| Treynor Ratio | NA | 0.4 | 0.06 | 0.11 | 0.1 | NA | NA | 0.06 | NA | 0.11 | 0.25 | -0.14 | 0.14 | 0.08 | 0.09 | 0.03 | 0.33 | 0.18 | -0.05 | 0.37 | 0.38 | -0.41 | -0.04 | -0.02 | 0.05 | 0.11 | 0.35 | -0.16 | -0.03 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | 0.0 | NA | NA | -0.01 | 0.0 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | 0.03 | -0.02 | 0.0 | 0.01 | 0.0 | 0.04 | -0.01 | 0.01 | -0.03 | -0.05 | -0.02 | -0.03 | 0.01 | 0.0 | 0.01 | NA |
| Beta | NA | 1.04 | 1.03 | 1.03 | 0.97 | NA | NA | 0.97 | 0.0 | 1.09 | 1.07 | 0.97 | 1.08 | 1.06 | 0.75 | 1.24 | 0.92 | 0.81 | 0.81 | 0.93 | 0.98 | 0.96 | 1.04 | 1.1 | 0.94 | 1.02 | 0.98 | 0.99 | 1.0 | NA |
| RSquared | NA | 0.9 | 0.86 | 0.81 | 0.57 | NA | NA | 0.74 | 0.0 | 0.95 | 0.9 | 0.65 | 0.31 | 0.58 | 0.42 | 0.17 | 0.68 | 0.6 | 0.59 | 0.65 | 0.99 | 0.98 | 0.83 | 0.73 | 0.62 | 0.75 | 0.9 | 1.0 | 0.99 | 0.0 |
| Yield(%) | N/A | 6.5 | 6.2 | 8.5 | 10.0 | 7.2 | 7.8 | N/A | 0.0 | 5.1 | 7.7 | 7.7 | 10.4 | 7.2 | 13.0 | 28.9 | 7.1 | 4.6 | 4.8 | 13.3 | 1.6 | 0.7 | 1.6 | 1.7 | 1.3 | 1.1 | 1.1 | 1.0 | 0.9 | 0.2 |
| Dividend Growth(%) | N/A | -19.1 | -35.8 | -44.2 | 380.0 | N/A | N/A | N/A | -100.0 | -19.1 | -20.6 | -21.7 | 47.4 | -47.5 | -63.4 | 399.6 | 69.0 | -13.6 | -56.9 | 995.8 | 39.5 | -54.7 | -9.5 | 39.1 | 29.1 | 34.5 | -4.4 | 15.2 | 243.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2000
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View Historical Data in an advanced chart |
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See MID-CAP BLEND Asset Class Trend Rankings |
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