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RIMMX: RAINIER MID CAP EQUITY FUND ORIGINAL (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/27/2005 |
| Last Dividend Date: | 11/29/2017 |
| 12-Mo. Yield | 24.41% |
| Expenses | 1.31% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/27/2005 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -4.6 | -7.8 | 0.3 | 8.1 | -5.5 | -20.5 | -10.9 | -2.3 | 18.8 | 13.8 | -3.8 | 26.9 | 33.4 | -46.6 | 23.5 | 21.2 | -1.5 |
| Sharpe Ratio | NA | -1.02 | -1.49 | -1.18 | -0.85 | -0.76 | -1.01 | -1.9 | -1.52 | -1.06 | 0.02 | -0.29 | -0.72 | 0.37 | 0.49 | -1.41 | 0.07 | -0.07 | -8.71 |
| Draw Down(%) | NA | 20.5 | 38.3 | 40.9 | 58.5 | 61.0 | 20.5 | 22.8 | 19.2 | 15.9 | 10.0 | 14.2 | 27.8 | 17.5 | 24.8 | 58.5 | 12.8 | 15.3 | 1.5 |
| Standard Deviation(%) | NA | 24.6 | 24.4 | 22.2 | 27.0 | 25.8 | 24.7 | 28.7 | 19.3 | 19.6 | 16.5 | 16.8 | 31.1 | 22.3 | 30.2 | 46.7 | 19.9 | 16.5 | 8.6 |
| Treynor Ratio | NA | -0.22 | -0.36 | -0.25 | -0.23 | -0.19 | -0.22 | -0.53 | -0.3 | -0.18 | 0.0 | -0.05 | -0.2 | 0.08 | 0.15 | -0.67 | 0.01 | -0.01 | 0.0 |
| Alpha | NA | 0.03 | -0.06 | -0.02 | -0.03 | -0.01 | 0.03 | -0.09 | -0.08 | -0.05 | -0.01 | -0.01 | 0.01 | -0.01 | -0.03 | 0.0 | 0.02 | 0.05 | NA |
| Beta | NA | 1.12 | 1.01 | 1.05 | 1.02 | 1.02 | 1.12 | 1.02 | 0.98 | 1.18 | 1.02 | 1.02 | 1.09 | 1.0 | 1.0 | 0.99 | 1.12 | 1.03 | NA |
| RSquared | NA | 0.17 | 0.37 | 0.46 | 0.81 | 0.8 | 0.17 | 0.36 | 0.65 | 0.7 | 0.69 | 0.96 | 0.99 | 0.97 | 0.98 | 0.98 | 0.94 | 0.17 | 0.0 |
| Yield(%) | N/A | 24.4 | 15.5 | 15.9 | 7.7 | N/A | 24.3 | 21.6 | 10.8 | 10.8 | 10.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.5 | 0.3 | 0.0 |
| Dividend Growth(%) | N/A | -8.2 | 130.5 | 427712.5 | N/A | N/A | -8.2 | 75.3 | -1.7 | 16.1 | N/A | N/A | N/A | -100.0 | 66.7 | -99.8 | 1257.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2005
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