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RSCIX: Roxbury Small Cap Growth Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Small Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/07/2003 |
| Last Dividend Date: | 12/15/2008 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.25% |
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Performance Analytics (As of 04/09/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/07/2003 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 18.5 | 22.5 | 17.0 | 10.6 | 12.8 | 8.5 | 8.6 | 43.9 | 23.1 | -5.2 | 24.6 | 42.4 | -39.9 | -0.2 | 12.0 | 7.7 | 7.5 | 55.6 |
| Sharpe Ratio | NA | 1.07 | 1.34 | 0.76 | 0.4 | 0.51 | 2.15 | 0.48 | 3.01 | 1.34 | -0.16 | 1.03 | 1.43 | -1.03 | -0.19 | 0.52 | 0.37 | 0.37 | 4.04 |
| Draw Down(%) | NA | 11.7 | 11.9 | 31.0 | 58.3 | 58.3 | 4.4 | 11.9 | 5.2 | 13.0 | 31.0 | 18.8 | 24.2 | 51.3 | 14.4 | 19.2 | 13.3 | 21.0 | 8.4 |
| Standard Deviation(%) | NA | 17.2 | 16.7 | 22.4 | 24.2 | 23.2 | 16.6 | 17.9 | 14.6 | 17.4 | 32.8 | 23.8 | 29.5 | 39.3 | 17.6 | 16.8 | 15.0 | 17.9 | 20.1 |
| Treynor Ratio | NA | 0.17 | 0.22 | 0.17 | 0.1 | 0.13 | 0.32 | 0.08 | 0.46 | 0.24 | -0.05 | 0.25 | 0.48 | -0.45 | -0.03 | 0.09 | 0.06 | 0.07 | 0.84 |
| Alpha | NA | 0.01 | 0.0 | -0.02 | -0.03 | -0.01 | 0.01 | 0.02 | 0.02 | 0.02 | -0.01 | -0.01 | 0.02 | -0.02 | -0.04 | 0.0 | 0.0 | -0.03 | 0.04 |
| Beta | NA | 1.11 | 1.01 | 1.0 | 0.95 | 0.94 | 1.11 | 1.09 | 0.95 | 0.98 | 0.99 | 0.96 | 0.89 | 0.9 | 0.94 | 0.97 | 0.97 | 0.91 | 0.97 |
| RSquared | NA | 0.9 | 0.9 | 0.93 | 0.95 | 0.95 | 0.88 | 0.91 | 0.87 | 0.93 | 0.97 | 0.93 | 0.97 | 0.98 | 0.94 | 0.95 | 0.94 | 0.89 | 0.89 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 3.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 16.1 | 8.6 | 0.4 | 2.2 | 0.0 |
| 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 | -100.0 | -99.9 | 89.1 | 2491.9 | -82.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2003
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