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PLGJX: LARGECAP GROWTH FUND I CLASS J (MUTUAL FUND)
Basic Info 10.49 0.07(0.66%) July 11
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (52%) |
| Start Date: | 10/01/2002 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 37.00% |
| Expenses | 0.59% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/01/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 6.7 | 12.9 | 20.7 | 11.9 | 14.4 | 15.3 | 11.4 | 11.5 | -18.5 | 29.0 | -43.4 | 4.8 | 24.4 | 34.8 | 3.3 | 33.5 | 0.7 | 7.5 | 8.6 | 36.1 | 15.8 | -0.9 | 19.1 | 51.0 | -41.0 | 7.6 | 5.3 | 6.7 | 8.1 | 22.6 | 1.4 |
| Sharpe Ratio | NA | 0.38 | 0.42 | 0.82 | 0.44 | 0.62 | NA | NA | 0.5 | -0.55 | 1.29 | -1.24 | 0.2 | 0.74 | 2.28 | 0.1 | 3.84 | 0.03 | 0.45 | 0.62 | 2.93 | 1.05 | -0.03 | 0.99 | 1.84 | -1.0 | 0.28 | 0.17 | 0.39 | 0.54 | 1.25 | 0.2 |
| Draw Down(%) | NA | 21.4 | 21.5 | 21.5 | 40.7 | 40.7 | NA | NA | 55.7 | 37.7 | 10.8 | 44.5 | 21.6 | 31.4 | 7.4 | 20.4 | 2.4 | 15.3 | 11.7 | 8.2 | 5.4 | 12.9 | 20.7 | 15.5 | 18.3 | 52.6 | 9.6 | 11.8 | 10.0 | 12.6 | 12.4 | 7.8 |
| Standard Deviation(%) | NA | 27.3 | 23.1 | 21.1 | 22.4 | 21.0 | NA | NA | 20.8 | 45.8 | 19.3 | 36.1 | 23.9 | 32.5 | 14.6 | 20.5 | 8.6 | 15.5 | 16.5 | 13.8 | 12.3 | 15.2 | 25.9 | 19.3 | 27.6 | 41.7 | 16.3 | 12.3 | 11.5 | 13.3 | 17.5 | 24.6 |
| Treynor Ratio | NA | 0.12 | 0.11 | 0.2 | 0.12 | 0.16 | NA | NA | 0.11 | -0.33 | 0.28 | -0.51 | 0.08 | 0.35 | 0.5 | 0.02 | 0.34 | 0.0 | 0.07 | 0.1 | 0.36 | 0.16 | -0.01 | 0.19 | 0.48 | -0.38 | 0.05 | 0.02 | 0.05 | 0.08 | 0.24 | 0.06 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.01 | 0.0 | NA | NA | 0.0 | -0.13 | -0.03 | -0.05 | 0.02 | -0.03 | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.03 | 0.04 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 0.87 | 0.85 | 0.87 | 0.84 | 0.83 | NA | NA | 0.91 | 0.75 | 0.9 | 0.87 | 0.64 | 0.69 | 0.67 | 0.96 | 0.96 | 1.03 | 1.0 | 0.9 | 1.0 | 1.01 | 0.97 | 1.0 | 1.07 | 1.1 | 0.95 | 0.9 | 0.92 | 0.87 | 0.89 | 0.85 |
| RSquared | NA | 0.98 | 0.98 | 0.97 | 0.95 | 0.86 | NA | NA | 0.89 | 0.16 | 0.8 | 0.82 | 0.42 | 0.58 | 0.71 | 0.97 | 0.92 | 0.97 | 0.96 | 0.79 | 0.96 | 0.94 | 0.98 | 0.98 | 0.9 | 0.96 | 0.93 | 0.9 | 0.89 | 0.9 | 0.97 | 0.96 |
| Yield(%) | N/A | 0.0 | 37.0 | 22.6 | 16.5 | 15.6 | 20.3 | 14.4 | N/A | 44.3 | 11.2 | 9.2 | 16.3 | 11.2 | 12.4 | 17.3 | 10.1 | 5.3 | 13.8 | 11.4 | 8.6 | 5.5 | 4.0 | 0.0 | 0.0 | 0.0 | 5.2 | 4.8 | 4.1 | 0.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 405.4 | 49.3 | 84.2 | 367.3 | N/A | N/A | N/A | 405.4 | -31.5 | -39.7 | 75.3 | 11.9 | -38.9 | 111.4 | 88.6 | -64.6 | 17.3 | 64.2 | 77.3 | 29.8 | N/A | N/A | N/A | -100.0 | 7.8 | 20.9 | 774.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2002
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See LARGE GROWTH Asset Class Trend Rankings |
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