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OIMMX: Old Mutual Mid Cap Instl (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/28/2006 |
Last Dividend Date: | 02/26/2009 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 05/01/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 12/28/2006 |
2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -37.7 | -20.1 | -4.3 | -38.8 | 1.8 | -0.6 |
Sharpe Ratio | NA | -0.87 | -0.61 | -0.33 | -1.0 | -0.04 | NA |
Draw Down(%) | NA | 51.4 | 61.1 | 27.4 | 53.3 | 18.2 | 0.6 |
Standard Deviation(%) | NA | 44.1 | 35.5 | 38.8 | 39.6 | 29.0 | 0.0 |
Treynor Ratio | NA | -0.45 | -0.26 | -0.17 | -0.45 | -0.01 | 0.0 |
Alpha | NA | -0.11 | -0.05 | -0.1 | -0.01 | 0.0 | NA |
Beta | NA | 0.85 | 0.85 | 0.75 | 0.87 | 0.94 | NA |
RSquared | NA | 0.91 | 0.73 | 0.77 | 0.96 | 0.29 | 0.0 |
Yield(%) | N/A | 0.2 | N/A | 0.4 | 0.0 | 26.6 | 0.0 |
Dividend Growth(%) | N/A | -99.3 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2006
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See MID-CAP BLEND Asset Class Trend Rankings |
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