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PSIGX: Perimeter Small Cap Growth I (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/10/2008 |
Last Dividend Date: | 12/12/2013 |
12-Mo. Yield | 0.00% |
Expenses | 1.10% |
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Performance Analytics (As of 06/12/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/10/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.3 | 14.6 | 11.3 | 5.7 | 0.0 | -5.2 | 43.5 | 10.8 | -6.8 | 25.5 | 31.7 | -34.9 |
Sharpe Ratio | NA | -0.23 | 1.01 | 0.55 | 0.21 | 0.0 | -0.32 | 2.9 | 0.63 | -0.21 | 1.09 | 1.0 | -0.87 |
Draw Down(%) | NA | 13.6 | 14.6 | 30.1 | 52.6 | 0.0 | 14.6 | 5.6 | 15.5 | 30.1 | 18.1 | 27.2 | 50.1 |
Standard Deviation(%) | NA | 10.3 | 14.5 | 20.7 | 26.3 | NA | 16.4 | 15.0 | 17.1 | 33.0 | 23.2 | 31.6 | 41.9 |
Treynor Ratio | NA | -0.05 | 0.17 | 0.12 | 0.06 | NA | -0.06 | 0.43 | 0.11 | -0.07 | 0.27 | 0.33 | -0.38 |
Alpha | NA | -0.03 | -0.01 | -0.03 | -0.02 | 0.0 | -0.03 | 0.02 | -0.02 | -0.02 | -0.01 | -0.02 | 0.0 |
Beta | NA | 0.45 | 0.85 | 0.96 | 0.95 | 0.0 | 0.92 | 1.01 | 0.98 | 1.01 | 0.96 | 0.95 | 0.95 |
RSquared | NA | 0.37 | 0.78 | 0.91 | 0.95 | 0.0 | 0.78 | 0.93 | 0.97 | 0.99 | 0.96 | 0.98 | 0.98 |
Yield(%) | N/A | 0.0 | 27.2 | 19.1 | N/A | 0.0 | 0.0 | 68.6 | 13.8 | 17.4 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 246.1 | N/A | N/A | N/A | -100.0 | 386.9 | -41.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/10/2008
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