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OTMIX: Old Mutual TS&W Mid-Cap Value I (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/06/2007 |
| Last Dividend Date: | 12/08/2011 |
| 12-Mo. Yield | 6.97% |
| Expenses | - |
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Performance Analytics (As of 04/13/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 06/06/2007 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 0.7 | 17.5 | -0.3 | 5.1 | 4.0 | 14.3 | 24.7 | -34.9 | -3.0 |
| Sharpe Ratio | NA | 0.03 | 0.95 | -0.04 | 1.96 | 0.18 | 0.84 | 1.08 | -0.99 | -0.46 |
| Draw Down(%) | NA | 19.2 | 19.2 | 50.5 | 4.2 | 19.2 | 12.7 | 21.5 | 47.0 | 12.4 |
| Standard Deviation(%) | NA | 21.7 | 18.4 | 24.0 | 9.9 | 21.8 | 17.0 | 22.9 | 36.0 | 17.2 |
| Treynor Ratio | NA | 0.01 | 0.24 | -0.01 | 0.27 | 0.05 | 0.19 | 0.4 | -0.45 | -0.09 |
| Alpha | NA | -0.02 | -0.01 | -0.02 | 0.0 | 0.02 | -0.01 | 0.0 | -0.03 | 0.06 |
| Beta | NA | 0.82 | 0.73 | 0.74 | 0.72 | 0.82 | 0.77 | 0.61 | 0.79 | 0.84 |
| RSquared | NA | 0.97 | 0.92 | 0.92 | 0.9 | 0.97 | 0.96 | 0.92 | 0.92 | 0.9 |
| Yield(%) | N/A | 7.0 | 4.3 | N/A | 0.0 | 7.5 | 0.7 | 0.7 | 0.4 | 0.1 |
| Dividend Growth(%) | N/A | 1075.0 | N/A | N/A | -100.0 | 1075.0 | 27.3 | 25.7 | 483.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/06/2007
Calculate Performance
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View Historical Data in an advanced chart |
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See MID-CAP VALUE Asset Class Trend Rankings |
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