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PRSGX: SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND (MUTUAL FUND)
Basic Info 27.43 0.23(0.85%) October 11
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 12/27/1990 |
| Last Dividend Date: | 12/22/2023 |
| 12-Mo. Yield | 5.29% |
| Expenses | 0.73% |
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Performance Analytics (As of 10/10/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/31/1992 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 18.0 | 29.1 | 6.5 | 12.8 | 10.6 | 11.3 | 9.4 | 9.7 | 15.2 | -18.9 | 20.6 | 18.3 | 27.1 | -8.7 | 25.5 | 7.8 | 0.6 | 6.3 | 28.6 | 18.1 | -3.6 | 16.9 | 41.0 | -41.5 | 8.7 | 16.4 | 9.5 | 15.2 | 34.1 | -19.8 | -7.6 | -0.2 | 21.2 | 13.7 | 17.6 | 20.5 | 30.0 | 1.4 | 21.0 | 7.2 | 26.1 | -2.5 |
| Sharpe Ratio | NA | 1.39 | 2.18 | 0.19 | 0.5 | 0.51 | NA | NA | 0.48 | 0.83 | -0.9 | 1.63 | 0.54 | 2.2 | -0.65 | 3.67 | 0.53 | 0.04 | 0.39 | 2.5 | 1.31 | -0.14 | 0.86 | 1.47 | -1.06 | 0.37 | 1.17 | 0.74 | 1.22 | 2.17 | -0.91 | -0.54 | -0.23 | 1.5 | 0.61 | 1.15 | 2.12 | 4.26 | -0.21 | 2.78 | 0.56 | 1.98 | -2.8 |
| Draw Down(%) | NA | 7.5 | 7.5 | 26.9 | 34.5 | 34.5 | NA | NA | 56.5 | 10.3 | 25.6 | 6.6 | 34.5 | 6.4 | 19.5 | 2.2 | 12.7 | 13.6 | 8.9 | 7.4 | 11.9 | 22.0 | 16.1 | 24.7 | 52.4 | 10.3 | 11.0 | 7.0 | 9.5 | 14.2 | 32.4 | 27.8 | 13.7 | 9.7 | 22.6 | 9.2 | 7.2 | 2.5 | 8.9 | 3.9 | 7.1 | 5.7 | 2.8 |
| Standard Deviation(%) | NA | 11.5 | 11.6 | 16.5 | 20.2 | 17.4 | NA | NA | 17.1 | 13.3 | 22.6 | 12.6 | 33.1 | 11.7 | 15.3 | 6.8 | 14.5 | 14.5 | 16.0 | 11.4 | 13.9 | 25.2 | 19.5 | 27.9 | 39.9 | 15.7 | 11.2 | 9.9 | 11.6 | 15.4 | 23.1 | 18.8 | 18.9 | 12.0 | 16.8 | 12.2 | 8.0 | 6.1 | 7.5 | 6.8 | 8.6 | 11.2 | 35.8 |
| Treynor Ratio | NA | 0.31 | 0.47 | 0.06 | 0.16 | 0.13 | NA | NA | 0.12 | 0.19 | -0.35 | 0.62 | 0.21 | 0.47 | -0.14 | 0.36 | 0.09 | 0.01 | 0.08 | 0.31 | 0.2 | -0.04 | 0.17 | 0.37 | -0.41 | 0.06 | 0.16 | 0.1 | 0.2 | 0.45 | -0.31 | -0.22 | -0.09 | 0.39 | 0.18 | 0.26 | 0.41 | 0.76 | -0.03 | 0.36 | 0.08 | 0.35 | -0.18 |
| Alpha | NA | 0.01 | 0.02 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | -0.04 | 0.02 | 0.04 | -0.09 | 0.01 | -0.04 | 0.01 | 0.03 | -0.03 | -0.01 | -0.01 | 0.01 | -0.01 | 0.02 | 0.01 | -0.01 | 0.0 | 0.05 | 0.0 | 0.04 | 0.05 | 0.03 | 0.03 | 0.03 | 0.04 | -0.02 | 0.02 | 0.04 | 0.06 | -0.01 | 0.08 | 0.02 | -0.01 | -3.25 |
| Beta | NA | 0.51 | 0.54 | 0.56 | 0.65 | 0.67 | NA | NA | 0.7 | 0.59 | 0.58 | 0.33 | 0.85 | 0.55 | 0.69 | 0.7 | 0.86 | 0.85 | 0.78 | 0.91 | 0.9 | 0.93 | 1.01 | 1.11 | 1.04 | 0.92 | 0.81 | 0.76 | 0.73 | 0.75 | 0.67 | 0.47 | 0.47 | 0.47 | 0.59 | 0.54 | 0.41 | 0.34 | 0.55 | 0.53 | 0.61 | 0.63 | 5.48 |
| RSquared | NA | 0.77 | 0.77 | 0.84 | 0.79 | 0.76 | NA | NA | 0.78 | 0.7 | 0.88 | 0.48 | 0.84 | 0.69 | 0.9 | 0.77 | 0.77 | 0.9 | 0.44 | 0.93 | 0.88 | 0.96 | 0.97 | 0.96 | 0.96 | 0.93 | 0.88 | 0.83 | 0.82 | 0.88 | 0.86 | 0.77 | 0.75 | 0.68 | 0.7 | 0.78 | 0.54 | 0.34 | 0.61 | 0.6 | 0.62 | 0.78 | 1.0 |
| Yield(%) | N/A | 0.0 | 5.1 | 6.0 | 8.9 | 8.8 | 10.2 | 8.6 | N/A | 5.7 | 7.6 | 7.5 | 13.9 | 10.6 | 9.2 | 9.3 | 7.7 | 11.4 | 8.0 | 4.8 | 3.1 | 1.1 | 1.1 | 1.7 | 6.3 | 5.4 | 4.3 | 1.5 | 1.1 | 1.0 | 1.1 | 2.9 | 11.3 | 12.6 | 9.7 | 12.0 | 8.3 | 8.8 | 7.6 | 8.4 | 7.1 | 2.5 | 2.1 |
| Dividend Growth(%) | N/A | -100.0 | -44.9 | -34.2 | 0.5 | 266.9 | 54.7 | N/A | N/A | -44.9 | 15.9 | -45.1 | 55.0 | -6.2 | 14.8 | 23.3 | -40.2 | 40.7 | 98.9 | 82.7 | 160.0 | 17.6 | -13.3 | -84.9 | 18.2 | 37.5 | 220.0 | 47.1 | 41.7 | -20.0 | -65.9 | -77.7 | -5.3 | 34.2 | -13.9 | 59.3 | 16.5 | 7.8 | 2.3 | 17.3 | 257.1 | 10.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/1992
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See LARGE GROWTH Asset Class Trend Rankings |
Top Rated Funds in LARGE GROWTH
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- PRGFX (T. ROWE PRICE GROWTH STOCK FUND INC. T. ROWE PRICE GROWTH STOCK FUND INC.) 0.42% (100%)
- FFIDX (FIDELITY FUND FIDELITY FUND) 0.85% (100%)
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- NBSRX (NEUBERGER BERMAN SOCIALLY RESPONSIVE FUND INVESTOR CLASS) 0.94% (99%)
- PRSGX (SPECTRUM GROWTH FUND SPECTRUM GROWTH FUND) 0.85% (99%)
- NGUAX (NEUBERGER BERMAN GUARDIAN FUND INVESTOR CLASS) 0.37% (99%)
- VWUSX (VANGUARD U.S. GROWTH FUND INVESTOR SHARES) 0.54% (99%)
- FBGRX (FIDELITY BLUE CHIP GROWTH FUND FIDELITY BLUE CHIP GROWTH FUND) 0.72% (99%)
Best ETFs
- IVW (iShares S&P 500 Growth ETF) 0.22% (99%)
- VUG (Vanguard Growth Index Fund ETF Shares) 0.37% (99%)
- IWF (iShares Russell 1000 Growth ETF) 0.20% (99%)
- QQQQ (PowerShares QQQ) 0.16% (97%)
- ONEQ (Fidelity® Nasdaq Composite Index® ETF) 0.50% (97%)
- FPX (First Trust US Equity Opportunities ETF) 1.42% (96%)
- FTC (First Trust Large Cap Growth AlphaDEX® Fund) 1.51% (96%)
- MGK (Vanguard Mega Cap Growth Index Fund ETF Shares) 0.07% (96%)
- PWB (Invesco Dynamic Large Cap Growth ETF) 0.69% (96%)
- QQEW (First Trust NASDAQ-100 Equal Weighted Index Fund) 0.84% (96%)
Best Closed End Funds
- EOI (Eaton Vance Enhanced Equity Income Closed Fund) 0.20% (98%)
- EOS (Eaton Vance Enhanced Equity Income II Closed Fund) 0.13% (98%)
- ETJ (Eaton Vance Risk Managed Diversified Equity Income Closed Fund) 0.11% (98%)
- ETV (Eaton Vance Tax Managed Buy Write Opportunities Closed Fund) 0.65% (97%)
- GAM (General American Investors Closed Fund) 0.28% (97%)
- MCN (Madison Covered Call and Equity Strategy Closed Fund) 0.0% (97%)
- JCE (Nuveen Core Equity Alpha Closed Fund) 0.26% (97%)
- FXBY (Foxby Corp) 0.0% (63%)
- HEQ (John Hancock Hedged Equity & Income Fund) 0.27% (22%)
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