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RKGRX: Rockland Small Cap Growth (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/02/1997 |
Last Dividend Date: | 09/12/2006 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 03/05/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/02/1997 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 39.2 | -12.2 | -7.1 | -8.8 | 2.1 | -7.5 | 24.0 | -55.2 | 26.1 | 4.3 | -2.3 | -2.7 | 70.2 | -36.5 | -22.6 | 7.0 | 110.4 | 25.1 | -14.5 |
Sharpe Ratio | NA | 1.59 | -0.42 | -0.32 | -0.39 | 0.0 | -2.75 | 0.88 | -1.34 | 1.03 | 0.05 | -0.26 | -0.17 | 2.91 | -1.55 | -1.14 | 0.07 | 3.99 | 0.81 | -1.39 |
Draw Down(%) | NA | 12.8 | 66.5 | 66.5 | 72.8 | 72.8 | 10.3 | 18.7 | 62.4 | 14.6 | 20.6 | 15.8 | 29.7 | 10.9 | 38.7 | 35.1 | 38.6 | 14.0 | 36.8 | 24.4 |
Standard Deviation(%) | NA | 24.6 | 31.9 | 27.5 | 27.4 | 27.4 | 13.4 | 27.1 | 41.9 | 22.5 | 19.5 | 17.2 | 22.0 | 23.9 | 24.3 | 22.3 | 39.8 | 26.8 | 26.8 | 36.2 |
Treynor Ratio | NA | 0.51 | -0.15 | -0.1 | -0.11 | 0.0 | -0.89 | 0.32 | -0.62 | 0.2 | 0.01 | -0.04 | -0.03 | 0.63 | -0.43 | -0.34 | 0.03 | 0.79 | 0.23 | 0.0 |
Alpha | NA | -0.1 | -0.1 | -0.09 | -0.09 | -0.02 | -0.24 | -0.02 | -0.13 | 0.05 | -0.03 | -0.04 | -0.07 | 0.06 | -0.12 | -0.1 | 0.05 | 0.21 | 0.1 | NA |
Beta | NA | 0.76 | 0.87 | 0.9 | 0.93 | 0.94 | 0.41 | 0.75 | 0.91 | 1.13 | 1.08 | 1.06 | 1.12 | 1.1 | 0.87 | 0.75 | 0.97 | 1.36 | 0.96 | NA |
RSquared | NA | 0.78 | 0.83 | 0.83 | 0.8 | 0.74 | 0.38 | 0.83 | 0.87 | 0.85 | 0.88 | 0.85 | 0.89 | 0.8 | 0.8 | 0.73 | 0.76 | 0.62 | 0.61 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 1.5 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.4 | 0.0 | 22.5 | 34.7 | 0.0 | 2.2 |
Dividend Growth(%) | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 9.7 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/1997
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