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PIPPX: MIDCAP GROWTH FUND R-4 (MUTUAL FUND)
Basic Info 9.7 0.08(0.83%) May 14
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (83%) |
Start Date: | 12/21/2000 |
Last Dividend Date: | 12/20/2021 |
12-Mo. Yield | 0.00% |
Expenses | 0.76% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/15/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 4.0 | 12.7 | -3.9 | 9.9 | 10.1 | 13.1 | 9.3 | 9.5 | 14.3 | -32.5 | 14.0 | 60.6 | 31.1 | -9.5 | 28.6 | 2.8 | 2.0 | 12.5 | 34.8 | 13.3 | -6.9 | 29.2 | 25.9 | -41.5 | 29.4 | 1.6 | 13.1 | 10.1 | 32.1 | -40.7 | -25.2 | 10.5 |
Sharpe Ratio | NA | 0.39 | 0.47 | -0.27 | 0.28 | 0.41 | NA | NA | 0.2 | 0.55 | -1.08 | 0.61 | 1.58 | 1.65 | -0.47 | 2.47 | 0.16 | 0.12 | 0.69 | 2.08 | 0.76 | -0.23 | 1.2 | 0.97 | -1.04 | 1.46 | -0.1 | 0.77 | 0.61 | 1.78 | -1.44 | -0.66 | NA |
Draw Down(%) | NA | 8.1 | 20.0 | 40.1 | 40.1 | 40.1 | NA | NA | 65.6 | 20.0 | 35.3 | 14.0 | 36.7 | 11.2 | 29.4 | 4.3 | 18.1 | 13.2 | 13.8 | 7.6 | 12.7 | 26.2 | 17.0 | 17.0 | 51.7 | 10.6 | 19.0 | 9.2 | 14.6 | 11.6 | 49.0 | 52.8 | NA |
Standard Deviation(%) | NA | 17.2 | 17.3 | 23.4 | 26.9 | 22.6 | NA | NA | 24.3 | 18.4 | 31.3 | 22.8 | 38.1 | 18.0 | 23.0 | 11.4 | 16.2 | 17.2 | 18.1 | 16.7 | 17.6 | 30.6 | 24.3 | 26.6 | 40.5 | 18.2 | 16.9 | 14.3 | 14.9 | 17.6 | 29.1 | 42.5 | NA |
Treynor Ratio | NA | 0.06 | 0.07 | -0.06 | 0.07 | 0.09 | NA | NA | 0.05 | 0.1 | -0.36 | 0.12 | 0.58 | 0.24 | -0.09 | 0.23 | 0.03 | 0.02 | 0.11 | 0.29 | 0.13 | -0.07 | 0.27 | 0.31 | -0.5 | 0.26 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
Alpha | NA | -0.02 | -0.04 | -0.03 | 0.0 | 0.0 | NA | NA | 0.0 | -0.03 | -0.03 | -0.03 | 0.07 | -0.03 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.04 | -0.03 | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.13 | 1.11 | 0.98 | 1.03 | 1.05 | NA | NA | 0.98 | 1.03 | 0.95 | 1.15 | 1.04 | 1.21 | 1.21 | 1.24 | 0.94 | 1.04 | 1.12 | 1.2 | 1.03 | 1.05 | 1.09 | 0.82 | 0.85 | 1.01 | 1.11 | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.88 | 0.89 | 0.91 | 0.92 | 0.9 | NA | NA | 0.66 | 0.9 | 0.95 | 0.84 | 0.95 | 0.88 | 0.92 | 0.81 | 0.86 | 0.91 | 0.71 | 0.91 | 0.9 | 0.94 | 0.97 | 0.85 | 0.96 | 0.91 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
Yield(%) | N/A | 0.0 | 0.0 | 5.6 | 9.0 | 9.2 | 14.1 | 9.8 | N/A | 0.0 | 0.0 | 17.4 | 14.4 | 5.3 | 12.5 | 4.4 | 0.0 | 2.3 | 21.0 | 25.9 | 6.4 | 11.2 | 0.0 | 0.0 | 0.0 | 8.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -20.7 | 18.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | 72.0 | 247.2 | -67.6 | 258.1 | N/A | -100.0 | -89.9 | -15.0 | 345.2 | -54.3 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/2006
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