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RAIEX: RAINIER LARGE CAP EQUITY FUND INSTITUTIONAL (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/09/2002 |
Last Dividend Date: | 11/29/2017 |
12-Mo. Yield | 54.63% |
Expenses | 0.92% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/10/2002 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -15.1 | -7.4 | 3.1 | 4.8 | 3.3 | 24.2 | 2.3 | 1.3 | 10.1 | 32.3 | 13.8 | -4.1 | 16.1 | 23.7 | -40.7 | 16.5 | 12.5 | 11.7 | 9.6 | 28.6 | -19.4 |
Sharpe Ratio | NA | 3.12 | 0.59 | 0.98 | 0.26 | NA | 0.32 | 3.26 | 0.14 | 0.08 | 0.68 | 2.43 | 0.95 | -0.16 | 0.8 | 0.93 | -1.05 | 0.81 | 0.77 | 0.84 | 0.71 | 1.64 | -1.0 |
Draw Down(%) | NA | 2.4 | 19.1 | 19.1 | 52.7 | NA | 54.1 | 2.4 | 14.5 | 12.9 | 9.3 | 7.2 | 12.2 | 21.3 | 17.1 | 23.1 | 49.4 | 10.3 | 10.6 | 7.2 | 9.7 | 12.3 | 29.9 |
Standard Deviation(%) | NA | 7.3 | 13.8 | 13.9 | 21.3 | NA | 19.7 | 7.3 | 15.4 | 16.7 | 14.8 | 13.3 | 14.5 | 26.5 | 20.0 | 25.4 | 39.6 | 16.8 | 12.1 | 11.3 | 12.2 | 17.1 | 29.5 |
Treynor Ratio | NA | 0.37 | 0.09 | 0.14 | 0.05 | NA | 0.06 | 0.39 | 0.02 | 0.01 | 0.09 | 0.3 | 0.14 | -0.04 | 0.16 | 0.23 | -0.4 | 0.14 | 0.1 | 0.11 | 0.11 | 0.32 | -0.36 |
Alpha | NA | 0.03 | -0.01 | -0.01 | -0.02 | NA | 0.0 | 0.03 | 0.01 | -0.03 | -0.01 | -0.02 | -0.01 | -0.01 | 0.02 | -0.04 | -0.01 | 0.02 | 0.04 | 0.01 | 0.01 | 0.02 | -0.01 |
Beta | NA | 0.61 | 0.95 | 0.99 | 1.02 | NA | 0.97 | 0.61 | 1.0 | 1.01 | 1.06 | 1.07 | 0.97 | 0.99 | 1.03 | 1.02 | 1.04 | 1.0 | 0.89 | 0.88 | 0.79 | 0.87 | 0.82 |
RSquared | NA | 0.63 | 0.89 | 0.92 | 0.96 | NA | 0.95 | 0.63 | 0.91 | 0.97 | 0.96 | 0.95 | 0.95 | 0.98 | 0.98 | 0.98 | 0.97 | 0.95 | 0.91 | 0.83 | 0.88 | 0.96 | 0.95 |
Yield(%) | N/A | 43.5 | 20.3 | 21.6 | 9.7 | 13.3 | N/A | 43.3 | 13.5 | 18.8 | 26.1 | 18.7 | 2.5 | 0.4 | 0.6 | 0.6 | 0.5 | 8.7 | 7.8 | 0.8 | 0.3 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 193.8 | 14.9 | 2480.0 | N/A | N/A | N/A | 193.8 | -41.8 | -39.2 | 51.1 | 741.0 | 577.8 | -35.7 | 27.3 | -26.7 | -93.8 | 14.1 | 1083.3 | 157.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2002
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