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PLBJX: LARGECAP BLEND FUND II CLASS J (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/01/2002 |
| Last Dividend Date: | 12/22/2014 |
| 12-Mo. Yield | 14.25% |
| Expenses | 1.13% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/01/2002 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -15.8 | 7.2 | 8.4 | 3.8 | 5.8 | -20.5 | 10.8 | 30.5 | 15.0 | -0.1 | 12.8 | 28.9 | -36.9 | 5.2 | 15.2 | -0.1 | 9.4 | 22.9 | 3.4 |
| Sharpe Ratio | NA | -0.43 | 0.26 | 0.28 | 0.09 | 0.23 | -1.01 | 0.89 | 2.66 | 1.17 | -0.01 | 0.69 | 1.06 | -0.93 | 0.14 | 1.19 | -0.21 | 0.74 | 1.39 | 0.58 |
| Draw Down(%) | NA | 23.1 | 23.1 | 23.1 | 54.3 | 54.3 | 23.1 | 8.2 | 5.8 | 10.2 | 20.2 | 16.3 | 25.9 | 47.6 | 10.0 | 7.7 | 6.8 | 8.1 | 13.5 | 6.8 |
| Standard Deviation(%) | NA | 36.9 | 27.6 | 29.3 | 33.2 | 21.0 | 39.6 | 12.1 | 11.4 | 12.9 | 22.1 | 18.3 | 27.2 | 40.5 | 16.1 | 10.1 | 11.1 | 11.5 | 15.9 | 23.1 |
| Treynor Ratio | NA | -0.18 | 0.07 | 0.09 | 0.03 | 0.05 | -0.56 | 0.11 | 0.3 | 0.15 | 0.0 | 0.13 | 0.3 | -0.38 | 0.02 | 0.12 | -0.02 | 0.08 | 0.0 | 0.0 |
| Alpha | NA | -0.12 | -0.05 | -0.04 | -0.04 | 0.0 | -0.19 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | NA | NA |
| Beta | NA | 0.89 | 0.96 | 0.89 | 0.96 | 0.96 | 0.72 | 1.02 | 1.02 | 0.97 | 0.81 | 0.98 | 0.97 | 0.99 | 1.01 | 0.98 | 1.0 | 1.01 | NA | NA |
| RSquared | NA | 0.11 | 0.23 | 0.31 | 0.53 | 0.75 | 0.06 | 0.94 | 0.99 | 0.94 | 0.75 | 0.95 | 0.94 | 1.0 | 0.99 | 0.98 | 0.85 | 0.87 | 0.0 | 0.0 |
| Yield(%) | N/A | 14.3 | 17.4 | 12.6 | 7.0 | N/A | 0.0 | 15.0 | 32.7 | 1.5 | 0.8 | 0.4 | 1.0 | 0.7 | 9.9 | 6.0 | 0.2 | 6.8 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -57.3 | 2743.3 | 183.8 | N/A | N/A | -100.0 | -57.3 | 2527.1 | 68.4 | 139.4 | -51.5 | -6.8 | -93.2 | 75.8 | 3494.1 | -97.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2002
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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