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MXSGX: Maxim SmallCap Growth (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/07/2010 |
| Last Dividend Date: | 12/29/2015 |
| 12-Mo. Yield | 67.43% |
| Expenses | 1.10% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/07/2010 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -3.9 | 6.8 | -9.2 | -71.6 | -4.9 | 44.8 | 9.2 | -0.6 | 12.2 |
| Sharpe Ratio | NA | -0.7 | 0.18 | 0.18 | 0.29 | -1.44 | -0.13 | -0.25 | 2.76 | 0.49 | -0.02 | 0.6 |
| Draw Down(%) | NA | 28.4 | 28.4 | 29.4 | 29.4 | 18.7 | 14.7 | 19.4 | 6.3 | 13.4 | 29.4 | 21.9 |
| Standard Deviation(%) | NA | 20.9 | 19.3 | 22.9 | 23.4 | 27.3 | 18.8 | 19.7 | 16.2 | 18.9 | 34.3 | 27.8 |
| Treynor Ratio | NA | -0.14 | 0.03 | 0.04 | 0.07 | -0.43 | -0.02 | -0.05 | 0.41 | 0.09 | -0.01 | 0.16 |
| Alpha | NA | -0.02 | -0.02 | -0.03 | -0.01 | -0.07 | 0.0 | -0.03 | 0.01 | -0.03 | 0.01 | -0.02 |
| Beta | NA | 1.02 | 1.07 | 1.05 | 1.04 | 0.92 | 1.08 | 1.09 | 1.09 | 1.02 | 1.02 | 1.05 |
| RSquared | NA | 0.82 | 0.83 | 0.89 | 0.89 | 0.78 | 0.85 | 0.75 | 0.94 | 0.86 | 0.93 | 0.93 |
| Yield(%) | N/A | 67.4 | 34.0 | 22.5 | N/A | 0.0 | 70.3 | 11.6 | 35.9 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 410.2 | N/A | N/A | N/A | -100.0 | 410.2 | -66.6 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2010
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