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RIMSX: RAINIER SMALL/MID CAP EQUITY FUND ORIGINAL (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/21/1995 |
Last Dividend Date: | 01/10/2018 |
12-Mo. Yield | 12.88% |
Expenses | 1.26% |
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Performance Analytics (As of 01/23/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/21/1995 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 21.3 | 8.9 | 11.1 | 6.7 | 10.7 | 8.2 | 9.8 | 3.2 | 19.6 | 3.2 | 1.1 | 4.6 | 33.3 | 13.9 | -2.5 | 24.8 | 29.8 | -48.8 | 21.5 | 14.7 | 17.5 | 17.4 | 46.2 | -19.5 | -3.9 | 7.0 | 17.7 | 3.0 | 32.2 | 22.6 | 5.0 |
Sharpe Ratio | NA | 2.02 | 0.56 | 0.69 | 0.26 | NA | NA | 0.37 | 10.99 | 1.84 | 0.17 | 0.06 | 0.27 | 2.17 | 0.78 | -0.08 | 1.1 | 0.94 | -1.05 | 0.94 | 0.64 | 1.02 | 1.02 | 2.61 | -0.82 | -0.27 | 0.1 | 0.91 | -0.02 | 2.05 | 1.85 | 5.6 |
Draw Down(%) | NA | 4.6 | 25.0 | 25.0 | 59.8 | NA | NA | 63.7 | 0.6 | 4.6 | 18.4 | 12.4 | 13.4 | 7.3 | 15.0 | 29.5 | 17.2 | 26.6 | 60.8 | 13.4 | 17.0 | 11.9 | 14.5 | 12.2 | 31.8 | 26.2 | 17.4 | 14.9 | 35.3 | 9.5 | 11.1 | 3.9 |
Standard Deviation(%) | NA | 10.2 | 15.4 | 15.9 | 25.3 | NA | NA | 22.2 | 6.2 | 10.4 | 18.2 | 17.2 | 17.2 | 15.4 | 17.9 | 33.0 | 22.5 | 31.7 | 47.3 | 19.7 | 17.9 | 15.1 | 16.1 | 17.5 | 25.3 | 23.1 | 28.1 | 15.8 | 20.9 | 13.9 | 10.2 | 10.0 |
Treynor Ratio | NA | 0.19 | 0.08 | 0.1 | 0.06 | NA | NA | 0.08 | 1.43 | 0.17 | 0.03 | 0.01 | 0.04 | 0.3 | 0.13 | -0.02 | 0.25 | 0.28 | -0.5 | 0.17 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.01 | NA | NA | 0.02 | 0.03 | -0.02 | -0.01 | 0.01 | -0.04 | -0.01 | -0.01 | 0.01 | -0.01 | -0.04 | -0.01 | 0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.09 | 1.07 | 1.11 | 1.05 | NA | NA | 1.05 | 0.48 | 1.14 | 1.1 | 1.04 | 1.22 | 1.12 | 1.07 | 1.15 | 1.0 | 1.05 | 0.99 | 1.12 | 1.15 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.8 | 0.9 | 0.92 | 0.96 | NA | NA | 0.6 | 0.38 | 0.82 | 0.93 | 0.92 | 0.94 | 0.94 | 0.94 | 0.98 | 0.96 | 0.97 | 0.97 | 0.95 | 0.18 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 13.8 | 11.5 | 11.6 | 6.6 | 11.5 | 8.5 | N/A | 1.8 | 12.0 | 11.6 | 13.1 | 15.4 | 1.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 13.6 | 4.0 | 3.5 | 4.1 | 0.0 | 0.6 | 4.5 | 15.2 | 0.0 | 3.8 | 12.5 | 10.8 | 7.1 |
Dividend Growth(%) | N/A | 13.6 | 88.7 | N/A | 57.4 | N/A | N/A | N/A | -83.9 | -2.1 | -23.6 | -23.7 | 1451.1 | N/A | N/A | N/A | N/A | N/A | -100.0 | 264.7 | 37.4 | -5.7 | N/A | -100.0 | -87.3 | -73.6 | N/A | -100.0 | -63.2 | 26.2 | 48.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/21/1995
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