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OCAAX: BB&T Mid Cap Growth I (MUTUAL FUND)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/01/2002 |
Last Dividend Date: | 12/29/2006 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 01/29/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/01/2002 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.6 | 26.1 | -12.1 | -7.1 | -2.4 | -5.0 | 26.9 | -54.0 | 25.6 | -8.8 | 3.5 | 16.3 | 37.2 | -21.6 |
Sharpe Ratio | NA | 0.92 | -0.41 | -0.32 | -0.15 | -2.84 | 0.89 | -1.34 | 1.01 | -0.54 | 0.08 | 0.92 | 1.8 | -0.92 |
Draw Down(%) | NA | 19.5 | 67.0 | 67.0 | 67.0 | 8.4 | 23.2 | 58.0 | 13.6 | 20.7 | 11.8 | 15.1 | 12.6 | 26.5 |
Standard Deviation(%) | NA | 28.3 | 32.3 | 28.0 | 25.4 | 17.4 | 30.1 | 40.9 | 22.5 | 22.5 | 17.5 | 16.6 | 20.3 | 24.9 |
Treynor Ratio | NA | 0.25 | -0.14 | -0.09 | -0.04 | -0.51 | 0.26 | -0.59 | 0.19 | -0.08 | 0.01 | 0.11 | 0.35 | -0.26 |
Alpha | NA | -0.01 | -0.02 | -0.03 | -0.01 | -0.08 | 0.0 | -0.14 | 0.08 | -0.11 | 0.0 | 0.01 | 0.02 | -0.01 |
Beta | NA | 1.03 | 0.98 | 1.01 | 1.0 | 0.97 | 1.03 | 0.92 | 1.2 | 1.56 | 1.21 | 1.34 | 1.03 | 0.89 |
RSquared | NA | 0.87 | 0.85 | 0.77 | 0.77 | 0.84 | 0.88 | 0.87 | 0.74 | 0.51 | 0.51 | 0.78 | 0.73 | 0.84 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/01/2002
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