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PEPPX: LARGECAP GROWTH FUND R-4 (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/21/2000 |
Last Dividend Date: | 12/19/2018 |
12-Mo. Yield | 33.60% |
Expenses | 1.06% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/15/2006 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -13.3 | 3.1 | 5.0 | 10.0 | 7.5 | 7.0 | 5.4 | -7.8 | 34.3 | -5.5 | 4.5 | 11.7 | 32.6 | 16.0 | -4.7 | 18.0 | 26.7 | -43.1 | 22.6 | 9.5 | 11.4 | 8.8 | 26.5 | -28.6 | -24.5 | 4.4 |
Sharpe Ratio | NA | -0.32 | 0.36 | 0.36 | 0.52 | NA | 0.14 | 0.25 | -0.4 | 3.23 | -0.38 | 0.26 | 0.73 | 2.47 | 1.07 | -0.18 | 0.86 | 1.02 | -1.15 | 1.15 | 0.46 | 0.75 | 0.65 | 1.42 | -1.06 | -0.93 | NA |
Draw Down(%) | NA | 22.0 | 26.6 | 26.6 | 26.6 | NA | 54.7 | 17.1 | 26.6 | 4.2 | 15.7 | 13.4 | 11.5 | 6.6 | 11.5 | 20.6 | 17.3 | 21.1 | 50.7 | 9.3 | 12.1 | 7.5 | 9.8 | 12.3 | 34.7 | 40.8 | NA |
Standard Deviation(%) | NA | 25.0 | 18.7 | 17.9 | 18.4 | NA | 20.9 | 22.0 | 23.1 | 10.4 | 15.2 | 16.9 | 15.9 | 13.2 | 15.1 | 26.2 | 20.8 | 26.1 | 38.1 | 17.1 | 13.4 | 12.3 | 12.2 | 18.2 | 28.0 | 29.4 | NA |
Treynor Ratio | NA | -0.09 | 0.07 | 0.07 | 0.1 | NA | 0.03 | 0.07 | -0.08 | 0.3 | -0.06 | 0.04 | 0.11 | 0.31 | 0.16 | -0.05 | 0.17 | 0.26 | -0.44 | 0.2 | 0.06 | 0.1 | 0.1 | 0.28 | -0.34 | -0.34 | NA |
Alpha | NA | -0.1 | -0.04 | -0.03 | -0.02 | NA | 0.0 | -0.08 | -0.03 | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.02 | -0.03 | -0.03 | 0.04 | 0.03 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | NA |
Beta | NA | 0.87 | 0.96 | 0.98 | 0.99 | NA | 0.94 | 0.74 | 1.08 | 1.13 | 0.97 | 1.01 | 1.03 | 1.05 | 1.0 | 0.97 | 1.06 | 1.01 | 1.0 | 1.0 | 0.98 | 0.95 | 0.81 | 0.93 | 0.86 | 0.81 | NA |
RSquared | NA | 0.63 | 0.74 | 0.8 | 0.87 | NA | 0.91 | 0.45 | 0.96 | 0.87 | 0.89 | 0.94 | 0.79 | 0.93 | 0.93 | 0.97 | 0.95 | 0.91 | 0.97 | 0.92 | 0.91 | 0.83 | 0.93 | 0.96 | 0.95 | 0.94 | NA |
Yield(%) | N/A | 33.6 | 21.0 | 16.0 | 14.6 | 11.1 | N/A | 0.0 | 34.4 | 20.2 | 12.3 | 9.8 | 11.1 | 12.8 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 2.1 | 1.6 | 0.0 | 0.5 | 0.0 | 0.0 | 0.0 | 0.1 |
Dividend Growth(%) | N/A | 95.1 | 84.2 | 609.4 | N/A | N/A | N/A | -100.0 | 94.9 | 39.7 | 16.7 | -11.5 | 0.8 | 5950.0 | N/A | N/A | N/A | N/A | -100.0 | 41.7 | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/2006
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