Find A Portfolio/Ticker
Comparison Box
OILLX: Old Mutual Large Cap Gr I (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/2006 |
| Last Dividend Date: | 12/08/2011 |
| 12-Mo. Yield | 0.21% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/13/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/28/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 7.8 | 19.8 | 1.9 | 2.5 | 14.1 | -2.5 | 18.8 | 36.6 | -48.1 | 22.3 | -0.4 |
| Sharpe Ratio | NA | 0.3 | 0.94 | 0.05 | 0.06 | 4.6 | -0.1 | 1.0 | 1.42 | -1.17 | 1.08 | NA |
| Draw Down(%) | NA | 20.4 | 20.4 | 57.3 | 57.3 | 4.0 | 20.4 | 15.8 | 18.7 | 56.0 | 9.3 | 0.4 |
| Standard Deviation(%) | NA | 25.8 | 21.1 | 27.8 | 27.0 | 13.0 | 25.9 | 18.8 | 25.7 | 41.8 | 18.0 | 0.0 |
| Treynor Ratio | NA | 0.08 | 0.2 | 0.01 | 0.02 | 0.61 | -0.03 | 0.19 | 0.35 | -0.44 | 0.18 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | -0.04 | -0.02 | -0.03 | -0.01 | 0.03 | 0.0 | -0.05 | 0.04 | NA |
| Beta | NA | 0.97 | 0.96 | 1.05 | 1.04 | 0.99 | 0.96 | 0.97 | 1.03 | 1.1 | 1.06 | NA |
| RSquared | NA | 0.98 | 0.97 | 0.96 | 0.97 | 0.92 | 0.98 | 0.97 | 0.97 | 0.98 | 0.93 | 0.0 |
| Yield(%) | N/A | 0.2 | 0.5 | 0.2 | N/A | 0.0 | 0.2 | 0.3 | 0.6 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -24.5 | N/A | N/A | N/A | -100.0 | -24.5 | -29.3 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2006
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 LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
Best Mutual Funds
- SEQUX (SEQUOIA FUND INC SEQUOIA FUND INC) (100%)
- JENSX (THE JENSEN PORTFOLIO DOING BUSINESS AS JENSEN QUALITY GROWTH FUND J SHARES) (100%)
- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) (100%)
- TRBCX (T. ROWE PRICE BLUE CHIP GROWTH FUND INC. T. ROWE PRICE BLUE CHIP GROWTH FUND INC.) (100%)
- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) (99%)
- VUG (Vanguard Growth ETF) (99%)
- IWF (iShares Russell 1000 Growth ETF) (99%)
- QQQQ (PowerShares QQQ) (97%)
- ONEQ (Fidelity Nasdaq Composite Index ETF) (97%)
- FPX (First Trust US Equity Opportunities ETF) (96%)
- FTC (First Trust Large Cap Growth AlphaDEX Fund) (96%)
- MGK (Vanguard Mega Cap Growth ETF) (96%)
- PWB (Invesco Large Cap Growth ETF) (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) (97%)
- GAM (General American Investors Closed Fund) (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) (97%)
- FXBY (Foxby Corp) (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) (22%)
Latest Articles Related to OILLX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
