Find A Portfolio/Ticker
Comparison Box
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% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 12/20/2013)
Not up-to-date? TryLast 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
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
Top Rated Funds in SMALL BLEND
Best Mutual Funds
- NAESX (VANGUARD SMALL-CAP INDEX FUND INVESTOR SHARES) (99%)
- DFSCX (U.S. MICRO CAP PORTFOLIO U.S. MICRO CAP PORTFOLIO - INSTITUTIONAL CLASS) (99%)
- IASCX (VOYA SMALL COMPANY PORTFOLIO CLASS ADV) (99%)
- RDVIX (ROYCE DIVIDEND VALUE FUND INVESTMENT CLASS) (96%)
- RMCFX (ROYCE MICRO-CAP FUND SERVICE CLASS) (96%)
- RSEFX (ROYCE SPECIAL EQUITY FUND SERVICE CLASS) (95%)
- RSEIX (ROYCE SPECIAL EQUITY FUND INSTITUTIONAL CLASS) (95%)
- RSQCX (ROYCE SPECIAL EQUITY FUND CONSULTANT CLASS) (95%)
- RTRIX (ROYCE TOTAL RETURN FUND INSTITUTIONAL CLASS) (94%)
- RYDVX (ROYCE DIVIDEND VALUE FUND SERVICE CLASS) (94%)
Best ETFs
- IWM (iShares Russell 2000 ETF) (99%)
- IWC (iShares Micro-Cap ETF) (98%)
- EES (WisdomTree U.S. SmallCap Fund) (98%)
- FDM (First Trust Dow Jones Select MicroCap Index Fund) (98%)
- FYX (First Trust Small Cap Core AlphaDEX Fund) (97%)
- IJR (iShares Core S&P Small Cap ETF) (97%)
- PRFZ (Invesco FTSE RAFI US 1500 Small-Mid ETF) (97%)
- RWJ (Invesco S&P SmallCap 600 Revenue ETF) (97%)
- VB (Vanguard Small-Cap ETF) (96%)
- SCHA (Schwab U.S. Small-Cap ETF) (23%)