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OLCPX: Old Mutual Large Cap Gr Z (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/11/1996 |
Last Dividend Date: | 12/08/2011 |
12-Mo. Yield | 0.11% |
Expenses | - |
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Performance Analytics (As of 04/13/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/11/1996 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.0 | 7.7 | 19.7 | 1.8 | 4.2 | 8.5 | 7.7 | 14.1 | -2.6 | 18.7 | 36.3 | -48.3 | 22.2 | 7.7 | 15.9 | 7.4 | 32.9 | -31.4 | -35.4 | -22.5 | 103.1 | 69.8 | 33.0 | -2.1 |
Sharpe Ratio | NA | 0.3 | 0.93 | 0.04 | 0.13 | NA | 0.11 | 4.58 | -0.1 | 0.99 | 1.41 | -1.18 | 1.07 | 0.29 | 0.8 | 0.36 | 1.63 | -1.5 | -1.2 | -0.5 | 3.44 | 2.15 | -0.92 | -2.43 |
Draw Down(%) | NA | 20.4 | 20.4 | 57.5 | 57.5 | NA | 75.5 | 4.0 | 20.4 | 15.8 | 18.8 | 56.2 | 9.4 | 14.7 | 15.8 | 16.1 | 10.1 | 32.4 | 49.9 | 45.2 | 14.7 | 30.1 | 14.8 | 3.7 |
Standard Deviation(%) | NA | 25.7 | 21.1 | 27.7 | 23.7 | NA | 27.8 | 13.0 | 25.8 | 18.8 | 25.6 | 41.8 | 18.0 | 15.3 | 17.1 | 18.1 | 19.7 | 21.7 | 31.8 | 53.1 | 29.1 | 31.0 | 24.1 | 15.2 |
Treynor Ratio | NA | 0.08 | 0.2 | 0.01 | 0.03 | NA | 0.03 | 0.6 | -0.03 | 0.19 | 0.35 | -0.44 | 0.18 | 0.04 | 0.13 | 0.06 | 0.34 | -0.52 | -0.45 | -0.19 | 0.82 | 0.55 | -0.21 | -0.5 |
Alpha | NA | -0.03 | -0.02 | -0.04 | -0.03 | NA | 0.01 | -0.03 | -0.01 | 0.03 | 0.0 | -0.05 | 0.04 | 0.02 | 0.02 | 0.0 | 0.03 | -0.04 | -0.05 | 0.05 | 0.19 | 0.06 | 0.03 | -0.14 |
Beta | NA | 0.96 | 0.96 | 1.05 | 0.98 | NA | 1.03 | 0.99 | 0.95 | 0.96 | 1.03 | 1.1 | 1.06 | 1.1 | 1.05 | 1.17 | 0.95 | 0.62 | 0.85 | 1.39 | 1.22 | 1.21 | 1.06 | 0.74 |
RSquared | NA | 0.97 | 0.96 | 0.96 | 0.89 | NA | 0.82 | 0.92 | 0.96 | 0.97 | 0.97 | 0.98 | 0.93 | 0.88 | 0.51 | 0.87 | 0.85 | 0.84 | 0.88 | 0.82 | 0.76 | 0.8 | 0.75 | 0.52 |
Yield(%) | N/A | 0.1 | 0.3 | 0.1 | 1.1 | 8.8 | N/A | 0.0 | 0.1 | 0.3 | 0.5 | 0.0 | 0.0 | 0.0 | 9.8 | 0.0 | 0.0 | 0.0 | 0.0 | 11.6 | 27.0 | 3.4 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | -43.2 | N/A | -92.7 | N/A | N/A | N/A | -100.0 | -50.0 | -33.3 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | -100.0 | -24.3 | 1211.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/11/1996
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