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PUGLX: Payden US Growth Leaders (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/08/2005 |
Last Dividend Date: | 06/28/2012 |
12-Mo. Yield | 0.22% |
Expenses | 0.97% |
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Performance Analytics (As of 12/06/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/08/2005 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 10.9 | 7.9 | -2.8 | 2.4 | 13.6 | -3.7 | 12.6 | 28.3 | -44.9 | 22.4 | 3.2 | 9.5 |
Sharpe Ratio | NA | 0.8 | 0.42 | -0.12 | 0.05 | 1.14 | -0.16 | 0.7 | 1.27 | -1.11 | 1.1 | -0.01 | 0.72 |
Draw Down(%) | NA | 9.5 | 19.6 | 55.1 | 55.1 | 9.5 | 19.6 | 15.7 | 19.6 | 52.1 | 12.2 | 15.8 | 6.8 |
Standard Deviation(%) | NA | 13.5 | 18.7 | 25.4 | 22.3 | 12.9 | 23.5 | 18.0 | 22.2 | 41.2 | 17.6 | 14.9 | 12.9 |
Treynor Ratio | NA | 0.13 | 0.09 | -0.03 | 0.01 | 0.18 | -0.04 | 0.14 | 0.34 | -0.44 | 0.19 | 0.0 | 0.1 |
Alpha | NA | -0.01 | -0.02 | -0.05 | -0.02 | 0.0 | -0.01 | 0.01 | 0.0 | -0.03 | 0.04 | 0.01 | -0.02 |
Beta | NA | 0.82 | 0.88 | 0.93 | 0.95 | 0.8 | 0.87 | 0.92 | 0.83 | 1.04 | 1.02 | 1.02 | 0.98 |
RSquared | NA | 0.85 | 0.94 | 0.89 | 0.87 | 0.83 | 0.97 | 0.96 | 0.85 | 0.85 | 0.92 | 0.78 | 0.76 |
Yield(%) | N/A | 0.7 | 0.6 | 1.2 | N/A | 0.2 | 0.7 | 0.7 | 0.7 | 0.0 | 5.6 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 50.0 | -74.1 | N/A | N/A | -66.7 | 20.0 | 25.0 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/08/2005
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