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SCMFX: STEWART CAPITAL MID CAP FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/08/2007 |
Last Dividend Date: | 10/25/2016 |
12-Mo. Yield | 30.57% |
Expenses | 1.51% |
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Performance Analytics (As of 09/09/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/08/2007 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -7.3 | 0.6 | -26.0 | -10.5 | 3.3 | 20.0 | 11.6 | -2.0 | 27.6 | 45.1 | -35.7 | -0.5 |
Sharpe Ratio | NA | -1.86 | -1.46 | -1.02 | -0.82 | -1.6 | -1.72 | -0.97 | 0.11 | -0.42 | -0.77 | 0.45 | 1.02 | -1.5 | -1.48 |
Draw Down(%) | NA | 35.1 | 41.0 | 41.0 | 52.0 | 29.4 | 17.0 | 10.9 | 5.1 | 12.3 | 21.8 | 14.5 | 19.6 | 47.7 | 13.4 |
Standard Deviation(%) | NA | 36.8 | 24.8 | 21.7 | 24.0 | 37.9 | 16.8 | 15.6 | 13.7 | 16.7 | 26.8 | 20.0 | 26.0 | 36.6 | 15.5 |
Treynor Ratio | NA | -0.63 | -0.36 | -0.22 | -0.23 | -0.56 | -0.3 | -0.16 | 0.02 | -0.07 | -0.21 | 0.1 | 0.34 | -0.69 | -0.26 |
Alpha | NA | -0.09 | -0.07 | -0.05 | -0.09 | -0.06 | -0.11 | -0.04 | -0.12 | -0.01 | 0.0 | -0.07 | 0.03 | -0.02 | -0.03 |
Beta | NA | 1.08 | 1.01 | 1.0 | 0.87 | 1.09 | 0.95 | 0.98 | 0.94 | 1.05 | 0.97 | 0.89 | 0.77 | 0.8 | 0.88 |
RSquared | NA | 0.27 | 0.4 | 0.52 | 0.77 | 0.26 | 0.75 | 0.63 | 0.74 | 0.88 | 0.96 | 0.93 | 0.93 | 0.95 | 0.91 |
Yield(%) | N/A | 30.6 | 13.5 | 12.9 | N/A | 28.3 | 5.8 | 8.7 | 1.1 | 4.3 | 1.4 | 0.0 | 0.0 | 0.0 | 1.4 |
Dividend Growth(%) | N/A | 269.0 | 857.9 | N/A | N/A | 338.0 | -31.3 | 857.1 | -72.5 | 200.0 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/08/2007
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See MID-CAP BLEND Asset Class Trend Rankings |
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