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MXSCX: Maxim Ariel SmallCap Value (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/07/2010 |
| Last Dividend Date: | 09/04/2013 |
| 12-Mo. Yield | 0.01% |
| Expenses | 1.35% |
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Performance Analytics (As of 12/20/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 04/07/2010 |
2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 27.2 | 10.9 | 12.6 | 29.3 | 19.5 | -11.3 | 13.3 |
| Sharpe Ratio | NA | 1.83 | 0.44 | 0.5 | 2.04 | 1.13 | -0.32 | 0.68 |
| Draw Down(%) | NA | 6.2 | 36.8 | 36.8 | 6.2 | 13.8 | 36.8 | 23.2 |
| Standard Deviation(%) | NA | 14.9 | 24.5 | 25.0 | 14.8 | 17.3 | 35.3 | 27.0 |
| Treynor Ratio | NA | 0.27 | 0.1 | 0.12 | 0.3 | 0.2 | -0.11 | 0.18 |
| Alpha | NA | -0.03 | -0.04 | -0.03 | -0.02 | 0.01 | -0.03 | 0.0 |
| Beta | NA | 1.01 | 1.04 | 1.03 | 1.01 | 1.01 | 1.05 | 1.01 |
| RSquared | NA | 0.89 | 0.88 | 0.89 | 0.88 | 0.89 | 0.88 | 0.93 |
| Yield(%) | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2010
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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* Day change on 12/20/2013.Latest Articles Related to MXSCX
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