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PGLIX: LARGECAP GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/20/2002 |
Last Dividend Date: | 12/27/2018 |
12-Mo. Yield | 34.48% |
Expenses | 0.67% |
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Performance Analytics (As of 10/11/2019)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/19/2003 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -11.4 | -6.6 | 8.1 | 7.3 | 10.3 | 7.9 | 8.3 | 5.4 | -7.5 | 34.6 | -5.2 | 4.9 | 11.2 | 34.1 | 16.5 | -4.3 | 18.6 | 27.2 | -42.8 | 23.1 | 9.9 | 11.8 | 9.4 | 24.9 | -1.5 |
Sharpe Ratio | NA | -0.32 | 0.38 | 0.37 | 0.54 | NA | 0.38 | 0.24 | -0.38 | 3.27 | -0.35 | 0.29 | 0.7 | 2.58 | 1.09 | -0.17 | 0.89 | 1.04 | -1.14 | 1.18 | 0.5 | 0.78 | 0.68 | 1.35 | -3.78 |
Draw Down(%) | NA | 21.9 | 26.5 | 26.5 | 26.5 | NA | 54.5 | 17.5 | 26.5 | 4.1 | 15.7 | 13.4 | 11.5 | 6.6 | 11.4 | 20.5 | 17.0 | 21.1 | 50.6 | 9.2 | 12.1 | 7.4 | 9.8 | 12.1 | 2.4 |
Standard Deviation(%) | NA | 25.1 | 18.8 | 17.9 | 18.4 | NA | 19.7 | 22.2 | 23.1 | 10.4 | 15.2 | 16.9 | 15.9 | 13.2 | 15.1 | 26.1 | 20.7 | 26.0 | 38.2 | 17.1 | 13.4 | 12.3 | 12.3 | 17.9 | 12.9 |
Treynor Ratio | NA | -0.09 | 0.07 | 0.07 | 0.1 | NA | 0.08 | 0.07 | -0.08 | 0.3 | -0.06 | 0.05 | 0.11 | 0.32 | 0.17 | -0.05 | 0.18 | 0.27 | -0.43 | 0.2 | 0.07 | 0.1 | 0.11 | 0.27 | -0.49 |
Alpha | NA | -0.1 | -0.04 | -0.03 | -0.01 | NA | -0.01 | -0.07 | -0.03 | 0.0 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.02 | -0.02 | -0.03 | 0.04 | 0.03 | 0.0 | 0.01 | 0.0 | 0.13 |
Beta | NA | 0.86 | 0.95 | 0.97 | 0.99 | NA | 0.98 | 0.73 | 1.08 | 1.13 | 0.96 | 1.01 | 1.04 | 1.05 | 1.0 | 0.97 | 1.05 | 1.01 | 1.0 | 1.0 | 0.98 | 0.95 | 0.79 | 0.91 | 0.99 |
RSquared | NA | 0.62 | 0.73 | 0.79 | 0.86 | NA | 0.9 | 0.43 | 0.96 | 0.86 | 0.87 | 0.94 | 0.79 | 0.92 | 0.93 | 0.97 | 0.95 | 0.91 | 0.97 | 0.92 | 0.91 | 0.82 | 0.88 | 0.96 | 0.91 |
Yield(%) | N/A | 34.5 | 21.6 | 16.5 | 15.3 | 11.8 | N/A | 0.0 | 35.5 | 20.8 | 13.0 | 10.3 | 11.5 | 13.4 | 0.9 | 0.2 | 0.3 | 0.0 | 0.1 | 2.6 | 2.1 | 0.2 | 0.7 | 0.2 | 0.0 |
Dividend Growth(%) | N/A | 94.8 | 82.0 | 551.8 | N/A | N/A | N/A | -100.0 | 94.9 | 36.2 | 17.1 | -10.5 | 0.0 | 1671.4 | 250.0 | 0.0 | N/A | -100.0 | -95.2 | 31.2 | 1500.0 | -75.0 | 300.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/19/2003
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