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PFOPX: PARADIGM OPPORTUNITY FUND PARADIGM OPPORTUNITY FUND (MUTUAL FUND)
Basic Info
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/28/2005 |
Last Dividend Date: | 12/28/2018 |
12-Mo. Yield | 4.04% |
Expenses | 1.26% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/01/2005 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.0 | 8.0 | 8.5 | 10.0 | 7.2 | 18.3 | -2.8 | 14.5 | 14.6 | -4.8 | 10.3 | 25.5 | 6.7 | -1.3 | 26.5 | 47.1 | -39.9 | 1.9 | 11.4 | 5.0 |
Sharpe Ratio | NA | 0.79 | 0.5 | 0.48 | 0.57 | 0.32 | 1.03 | -0.22 | 1.09 | 0.83 | -0.29 | 0.66 | 1.89 | 0.43 | -0.05 | 1.33 | 1.6 | -1.1 | -0.08 | 0.61 | 0.51 |
Draw Down(%) | NA | 11.6 | 25.2 | 25.2 | 25.2 | 57.5 | 11.6 | 25.2 | 7.7 | 11.7 | 18.0 | 14.9 | 6.2 | 15.4 | 22.9 | 18.9 | 22.2 | 50.9 | 13.3 | 14.0 | 6.6 |
Standard Deviation(%) | NA | 18.1 | 16.3 | 16.6 | 17.8 | 19.9 | 17.2 | 18.6 | 12.7 | 17.3 | 16.7 | 15.7 | 13.5 | 15.5 | 27.2 | 19.8 | 29.4 | 36.8 | 14.9 | 13.2 | 7.2 |
Treynor Ratio | NA | 0.14 | 0.08 | 0.08 | 0.11 | 0.08 | 0.17 | -0.04 | 0.13 | 0.15 | -0.05 | 0.1 | 0.29 | 0.08 | -0.02 | 0.33 | 0.59 | -0.51 | -0.02 | 0.1 | 0.1 |
Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | -0.03 | 0.0 | 0.01 | 0.05 | -0.07 | 0.0 | -0.01 | 0.0 |
Beta | NA | 1.04 | 1.04 | 1.0 | 0.91 | 0.84 | 1.06 | 1.02 | 1.05 | 0.93 | 1.02 | 1.02 | 0.89 | 0.89 | 0.85 | 0.8 | 0.8 | 0.8 | 0.75 | 0.8 | 0.38 |
RSquared | NA | 0.87 | 0.83 | 0.84 | 0.87 | 0.88 | 0.85 | 0.87 | 0.71 | 0.82 | 0.87 | 0.87 | 0.81 | 0.88 | 0.97 | 0.92 | 0.95 | 0.92 | 0.86 | 0.84 | 0.57 |
Yield(%) | N/A | 4.0 | 1.8 | 2.3 | 3.1 | N/A | 0.0 | 3.9 | 1.0 | 0.0 | 0.0 | 5.7 | 7.2 | 1.1 | 0.8 | 0.3 | 0.0 | 0.0 | 3.0 | 2.6 | 0.0 |
Dividend Growth(%) | N/A | 329.5 | -47.4 | 49.5 | N/A | N/A | -100.0 | 327.0 | N/A | N/A | -100.0 | -8.3 | 589.3 | 33.3 | 200.0 | N/A | N/A | -100.0 | 27.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2005
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