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PSCYX: Pacific Capital Small Cap Y (MUTUAL FUND)
Basic Info
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 01/13/1999 |
Last Dividend Date: | 12/12/2008 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 08/16/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/13/1999 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 11.9 | -8.4 | -2.1 | 9.0 | 8.7 | 1.7 | 23.7 | -38.7 | -4.8 | 17.8 | 8.3 | 23.9 | 56.0 | -8.7 | 25.3 | 26.7 | 0.2 |
Sharpe Ratio | NA | 0.49 | -0.25 | -0.13 | 0.3 | 0.3 | 0.1 | 0.68 | -0.9 | -0.39 | 0.89 | 0.43 | 1.57 | 3.3 | -0.43 | 1.36 | 1.4 | -0.27 |
Draw Down(%) | NA | 19.1 | 61.2 | 62.9 | 62.9 | 62.9 | 19.1 | 31.9 | 51.8 | 17.0 | 14.8 | 8.4 | 10.0 | 13.9 | 32.3 | 17.1 | 8.3 | 15.0 |
Standard Deviation(%) | NA | 24.3 | 35.7 | 29.8 | 24.7 | 23.0 | 25.0 | 34.6 | 43.8 | 20.1 | 16.4 | 14.2 | 14.6 | 16.8 | 22.6 | 17.2 | 16.2 | 11.3 |
Treynor Ratio | NA | 0.13 | -0.09 | -0.04 | 0.08 | 0.08 | 0.03 | 0.24 | -0.4 | -0.07 | 0.14 | 0.06 | 0.26 | 0.6 | -0.11 | 0.34 | 0.52 | -0.05 |
Alpha | NA | -0.02 | -0.07 | -0.06 | -0.02 | 0.0 | 0.01 | -0.03 | -0.02 | -0.02 | 0.01 | 0.0 | 0.02 | 0.04 | 0.04 | 0.08 | 0.09 | -0.05 |
Beta | NA | 0.89 | 0.97 | 0.98 | 0.93 | 0.86 | 0.84 | 0.97 | 0.98 | 1.05 | 1.06 | 0.96 | 0.89 | 0.92 | 0.87 | 0.69 | 0.44 | 0.58 |
RSquared | NA | 0.85 | 0.96 | 0.96 | 0.93 | 0.89 | 0.8 | 0.99 | 0.99 | 0.94 | 0.97 | 0.96 | 0.95 | 0.94 | 0.94 | 0.88 | 0.65 | 0.55 |
Yield(%) | N/A | 0.0 | 5.5 | 6.4 | 11.2 | N/A | 0.0 | 0.0 | 0.2 | 15.5 | 8.1 | 7.7 | 16.9 | 3.2 | 11.6 | 9.3 | 9.4 | 3.5 |
Dividend Growth(%) | N/A | -100.0 | -45.8 | -12.7 | N/A | N/A | N/A | -100.0 | -98.7 | 105.7 | 10.0 | -52.9 | 703.5 | -77.7 | 48.4 | 15.7 | 148.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/1999
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