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SATMX: SATUIT CAPITAL U.S. EMERGING COMPANIES FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/02/2003 |
Last Dividend Date: | 12/28/2018 |
12-Mo. Yield | 24.90% |
Expenses | 1.95% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/02/2003 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -5.4 | -1.9 | 4.5 | 5.4 | 8.4 | -0.4 | -18.9 | 11.2 | 9.0 | -10.8 | -6.8 | 39.5 | 11.9 | -5.9 | 30.8 | 50.0 | -37.9 | 5.6 | 13.4 | 14.2 | 19.8 | 57.0 |
Sharpe Ratio | NA | -1.73 | 0.05 | -0.2 | 0.34 | NA | 0.36 | -7.76 | -1.03 | 0.74 | 0.46 | -0.65 | -0.42 | 2.91 | 0.71 | -0.18 | 1.23 | 1.58 | -1.16 | 0.15 | 0.68 | 0.97 | 1.19 | 3.58 |
Draw Down(%) | NA | 30.6 | 30.6 | 33.6 | 33.6 | NA | 57.8 | 0.4 | 30.6 | 7.0 | 19.2 | 20.0 | 18.8 | 7.1 | 14.0 | 30.2 | 20.2 | 28.5 | 52.3 | 11.7 | 17.4 | 12.3 | 12.8 | 9.5 |
Standard Deviation(%) | NA | 15.8 | 16.1 | 16.6 | 19.9 | NA | 20.6 | 0.3 | 19.6 | 14.4 | 19.2 | 16.5 | 16.4 | 13.6 | 16.8 | 32.8 | 25.0 | 31.7 | 33.5 | 17.1 | 14.9 | 12.4 | 15.7 | 15.8 |
Treynor Ratio | NA | -0.47 | 0.01 | -0.04 | 0.07 | NA | 0.09 | -43786.57 | -0.22 | 0.09 | 0.09 | -0.12 | -0.07 | 0.46 | 0.13 | -0.06 | 0.3 | 0.54 | -0.52 | 0.03 | 0.12 | 0.16 | 0.25 | 0.77 |
Alpha | NA | -0.13 | -0.04 | -0.04 | -0.03 | NA | -0.01 | -0.01 | -0.06 | -0.05 | -0.01 | -0.03 | -0.04 | 0.02 | -0.01 | -0.02 | 0.0 | 0.03 | -0.04 | -0.01 | 0.01 | 0.03 | 0.03 | 0.08 |
Beta | NA | 0.59 | 0.84 | 0.89 | 0.95 | NA | 0.86 | 0.0 | 0.94 | 1.23 | 1.02 | 0.94 | 0.97 | 0.86 | 0.91 | 0.99 | 1.02 | 0.93 | 0.74 | 0.87 | 0.82 | 0.76 | 0.74 | 0.73 |
RSquared | NA | 0.55 | 0.67 | 0.74 | 0.86 | NA | 0.86 | 0.0 | 0.84 | 0.78 | 0.87 | 0.83 | 0.86 | 0.83 | 0.86 | 0.96 | 0.95 | 0.93 | 0.92 | 0.86 | 0.87 | 0.82 | 0.76 | 0.8 |
Yield(%) | N/A | 24.9 | 11.6 | 8.5 | 12.0 | 8.8 | N/A | 0.0 | 26.9 | 0.0 | 0.0 | 13.0 | 6.8 | 16.5 | 9.1 | 0.0 | 0.0 | 0.0 | 0.0 | 4.7 | 0.0 | 9.8 | 4.4 | 0.0 |
Dividend Growth(%) | N/A | N/A | -31.3 | 87.5 | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 65.6 | -51.3 | 88.5 | N/A | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 154.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2003
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