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OBHGX: Old Mutual Growth Z (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/23/1993 |
Last Dividend Date: | 11/11/2009 |
12-Mo. Yield | 10.45% |
Expenses | - |
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Performance Analytics (As of 02/02/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/23/1993 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 58.8 | -1.4 | 4.5 | -6.1 | 4.0 | 4.4 | 0.0 | 50.2 | -46.1 | 23.9 | 7.4 | 11.2 | 7.7 | 25.6 | -30.4 | -34.5 | -23.5 | 92.5 | 0.6 | -3.3 | 9.8 | 50.3 | 4.7 | 9.0 |
Sharpe Ratio | NA | 2.08 | -0.08 | 0.1 | -0.26 | NA | 0.07 | 0.0 | 1.63 | -1.08 | 1.14 | 0.25 | 0.65 | 0.37 | 1.29 | -1.14 | -0.98 | -0.47 | 3.15 | -0.09 | -0.31 | 0.29 | 2.49 | 0.1 | 12.88 |
Draw Down(%) | NA | 12.2 | 58.4 | 58.4 | 81.1 | NA | 81.1 | 0.0 | 15.2 | 56.9 | 12.4 | 16.0 | 9.6 | 21.3 | 10.3 | 35.7 | 50.2 | 56.5 | 15.9 | 46.6 | 27.5 | 19.1 | 12.9 | 23.7 | 2.0 |
Standard Deviation(%) | NA | 28.3 | 32.5 | 26.9 | 31.0 | NA | 28.6 | NA | 30.7 | 43.3 | 18.5 | 16.2 | 13.9 | 18.3 | 19.3 | 27.6 | 38.2 | 58.1 | 28.4 | 28.9 | 21.9 | 21.5 | 18.6 | 18.8 | 10.0 |
Treynor Ratio | NA | 0.64 | -0.03 | 0.03 | -0.09 | NA | 0.02 | NA | 0.52 | -0.51 | 0.2 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | 0.04 | 0.02 | 0.02 | -0.01 | NA | 0.03 | 0.0 | 0.03 | -0.02 | 0.02 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.92 | 0.93 | 0.93 | 0.93 | NA | 0.93 | 0.0 | 0.96 | 0.91 | 1.05 | 1.07 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.81 | 0.93 | 0.83 | 0.31 | NA | 0.23 | 0.0 | 0.87 | 0.98 | 0.96 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 10.4 | 2.1 | 1.7 | 1.6 | 4.1 | N/A | 0.0 | 9.6 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 13.1 | 6.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 1.3 |
Dividend Growth(%) | N/A | N/A | N/A | -75.6 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 293.7 | N/A | N/A | N/A | N/A | -100.0 | -94.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/23/1993
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