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SBCMX: SC WMC Blue Chip Mid Cap Initial (MUTUAL FUND)
Basic Info
| Asset Class: | Mid-Cap Growth |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/10/2001 |
| Last Dividend Date: | 09/14/2012 |
| 12-Mo. Yield | 7.78% |
| Expenses | - |
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Performance Analytics (As of 01/16/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/10/2001 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.7 | 5.9 | -1.9 | 2.2 | 0.7 | 0.0 | 7.1 | -7.8 | 23.2 | 30.0 | -48.1 | -5.7 | -7.6 | 13.6 | 16.1 | 36.1 | -14.9 | -0.3 |
| Sharpe Ratio | NA | 0.15 | 0.26 | -0.07 | 0.04 | -0.02 | 0.0 | 0.41 | -0.28 | 1.15 | 1.1 | -1.13 | -0.34 | -0.49 | 0.93 | 1.18 | 2.13 | -0.66 | -0.12 |
| Draw Down(%) | NA | 11.2 | 28.2 | 59.4 | 67.5 | 67.5 | 0.0 | 11.2 | 28.2 | 15.3 | 22.3 | 59.4 | 26.3 | 24.3 | 8.1 | 11.1 | 11.9 | 30.6 | 26.3 |
| Standard Deviation(%) | NA | 17.6 | 22.4 | 29.8 | 26.4 | 24.5 | NA | 17.3 | 27.8 | 20.1 | 27.2 | 43.1 | 26.0 | 22.1 | 12.3 | 12.9 | 16.6 | 24.2 | 22.4 |
| Treynor Ratio | NA | 0.03 | 0.06 | -0.03 | 0.01 | -0.01 | NA | 0.08 | -0.08 | 0.26 | 0.33 | -0.64 | -0.09 | -0.25 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.05 | -0.04 | -0.06 | -0.04 | -0.01 | 0.0 | -0.02 | -0.02 | -0.01 | -0.02 | -0.06 | -0.08 | -0.04 | NA | NA | NA | NA | NA |
| Beta | NA | 0.81 | 0.92 | 0.84 | 0.85 | 0.84 | 0.0 | 0.84 | 0.97 | 0.88 | 0.9 | 0.77 | 0.94 | 0.44 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.57 | 0.87 | 0.77 | 0.56 | 0.51 | 0.0 | 0.62 | 0.97 | 0.93 | 0.97 | 0.72 | 0.43 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 7.8 | 3.0 | 1.4 | 1.0 | N/A | 0.0 | 8.0 | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 13887.5 | N/A | N/A | N/A | N/A | -100.0 | 13887.5 | 14.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/10/2001
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