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POPFX: PROSPECTOR OPPORTUNITY FUND NO CLASSES (MUTUAL FUND)
Basic Info 29.26 0.1(0.34%) July 10
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 12/27/2007 |
| Last Dividend Date: | 12/05/2024 |
| 12-Mo. Yield | 1.01% |
| Expenses | 1.26% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/22/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 5.4 | 9.1 | 9.6 | 9.3 | 7.9 | 9.7 | 8.8 | 9.1 | 11.1 | -9.1 | 12.9 | 3.5 | 25.8 | -4.3 | 10.3 | 21.0 | 1.2 | 7.4 | 27.2 | 14.6 | -0.2 | 16.9 | 25.4 | -19.5 | -0.2 |
| Sharpe Ratio | NA | 0.45 | 0.34 | 0.39 | 0.45 | 0.38 | NA | 0.43 | 0.2 | 0.55 | -0.53 | 0.7 | 0.1 | 2.32 | -0.45 | 1.19 | 1.69 | 0.1 | 0.75 | 2.67 | 1.27 | -0.01 | 1.08 | 1.07 | -0.69 | -24.69 |
| Draw Down(%) | NA | 13.0 | 19.1 | 19.1 | 23.4 | 35.9 | NA | 38.5 | 11.2 | 10.1 | 18.2 | 13.6 | 35.9 | 5.3 | 16.3 | 5.0 | 8.1 | 8.5 | 5.4 | 5.5 | 8.4 | 18.2 | 12.1 | 22.8 | 35.9 | 0.2 |
| Standard Deviation(%) | NA | 18.2 | 16.4 | 14.9 | 16.6 | 16.8 | NA | 17.5 | 12.3 | 12.7 | 19.9 | 18.4 | 32.2 | 10.5 | 12.7 | 8.2 | 12.4 | 12.3 | 9.8 | 10.2 | 11.6 | 21.3 | 15.6 | 23.6 | 29.4 | 1.1 |
| Treynor Ratio | NA | 0.11 | 0.07 | 0.08 | 0.1 | 0.08 | NA | 0.1 | 0.03 | 0.09 | -0.15 | 0.15 | 0.04 | 0.32 | -0.08 | 0.11 | 0.28 | 0.02 | 0.1 | 0.35 | 0.2 | 0.0 | 0.24 | 0.36 | -0.32 | 0.94 |
| Alpha | NA | -0.01 | -0.03 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.02 | -0.01 | 0.02 | -0.03 | -0.04 | 0.01 | 0.01 | -0.02 | 0.04 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.04 | -0.18 |
| Beta | NA | 0.78 | 0.82 | 0.78 | 0.78 | 0.79 | NA | 0.73 | 0.85 | 0.75 | 0.71 | 0.88 | 0.83 | 0.76 | 0.71 | 0.88 | 0.75 | 0.76 | 0.72 | 0.78 | 0.73 | 0.76 | 0.7 | 0.7 | 0.64 | -0.3 |
| RSquared | NA | 0.91 | 0.86 | 0.84 | 0.73 | 0.82 | NA | 0.87 | 0.76 | 0.82 | 0.84 | 0.53 | 0.9 | 0.85 | 0.83 | 0.71 | 0.86 | 0.89 | 0.85 | 0.91 | 0.88 | 0.94 | 0.94 | 0.95 | 0.95 | 1.0 |
| Yield(%) | N/A | 0.0 | 1.0 | 0.7 | 0.8 | 4.3 | 6.6 | N/A | 1.1 | 0.2 | 0.6 | 0.4 | 0.7 | 5.4 | 7.0 | 7.0 | 4.4 | 18.3 | 11.1 | 7.9 | 5.8 | 4.5 | 1.4 | 0.0 | 0.0 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | 605.1 | -62.3 | -91.1 | N/A | N/A | N/A | 605.1 | -76.4 | 65.0 | -39.8 | -83.5 | -30.9 | 3.1 | 86.4 | -80.0 | 59.7 | 62.5 | 47.6 | 24.2 | 283.6 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/22/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
Best Mutual Funds
- ARGFX (ARIEL FUND INVESTOR CLASS) 1.21% (100%)
- VIMSX (VANGUARD MID-CAP INDEX FUND INVESTOR SHARES) 0.30% (98%)
- VEXMX (VANGUARD EXTENDED MARKET INDEX FUND INVESTOR SHARES) 0.21% (97%)
- LAVLX (LORD ABBETT MID CAP STOCK FUND INC CLASS A) 0.47% (93%)
- LLSCX (LONGLEAF PARTNERS SMALL-CAP FUND LONGLEAF PARTNERS SMALL-CAP FUND) 1.03% (93%)
- OSTFX (OSTERWEIS FUND INVESTOR CLASS) 0.20% (92%)
- RSVAX (VICTORY RS VALUE FUND CLASS A) 0.43% (92%)
- RVVHX (ROYCE SMALL-CAP VALUE FUND INVESTMENT CLASS) 0.70% (91%)
- RYVFX (ROYCE SMALL-CAP VALUE FUND SERVICE CLASS) 0.70% (91%)
- LVOYX (LORD ABBETT VALUE OPPORTUNITIES FUND CLASS I) 0.45% (90%)
Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) 0.47% (100%)
- CSD (Invesco S&P Spin-Off ETF) 0.66% (97%)
- CZA (Invesco Zacks Mid-Cap ETF) 0.54% (96%)
- EZM (WisdomTree U.S. MidCap Fund) 0.64% (96%)
- FNX (First Trust Mid Cap Core AlphaDEX Fund) 0.44% (95%)
- IJH (iShares Core S&P Mid-Cap ETF) 0.53% (95%)
- IWR (iShares Russell Midcap ETF) 0.48% (94%)
- VXF (Vanguard Extended Market ETF) 0.21% (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) 0.55% (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) 0.73% (26%)
Best Closed End Funds
- CET (Central Securities Corporation) 0.06% (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
- FUND (Sprott Focus Trust) 1.16% (98%)
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