Find A Portfolio/Ticker
Comparison Box
SGFCX: SPARROW GROWTH FUND CLASS C (MUTUAL FUND)
Basic Info 35.06 0.06(0.17%) March 28
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | (29%) |
Start Date: | 01/04/2012 |
Last Dividend Date: | 12/16/2022 |
12-Mo. Yield | 0.00% |
Expenses | 2.39% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/04/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.9 | 12.3 | 32.3 | -2.1 | 12.4 | 11.5 | 13.2 | 16.4 | -23.8 | -11.5 | 96.5 | 26.6 | 5.7 | 30.6 | -4.9 | -1.4 | 0.4 | 45.4 | 9.1 |
Sharpe Ratio | NA | 5.0 | 2.46 | -0.32 | 0.37 | 0.41 | 0.53 | 1.01 | -1.1 | -0.35 | 2.24 | 1.08 | 0.15 | 2.31 | -0.37 | -0.08 | 0.02 | 2.82 | 0.61 |
Draw Down(%) | NA | 2.1 | 9.2 | 40.5 | 50.8 | 50.8 | 50.8 | 9.2 | 30.1 | 36.0 | 38.5 | 19.1 | 33.9 | 6.1 | 13.8 | 17.7 | 15.3 | 5.9 | 11.8 |
Standard Deviation(%) | NA | 13.8 | 12.3 | 21.4 | 28.4 | 24.6 | 23.3 | 12.2 | 23.0 | 33.0 | 42.7 | 23.4 | 29.9 | 13.0 | 13.7 | 18.9 | 18.4 | 16.1 | 15.0 |
Treynor Ratio | NA | 0.93 | 0.47 | -0.09 | 0.11 | 0.1 | 0.12 | 0.22 | -0.39 | -0.07 | 0.89 | 0.17 | 0.03 | 0.25 | -0.07 | -0.01 | 0.0 | 0.44 | 0.11 |
Alpha | NA | 0.14 | 0.05 | -0.03 | 0.01 | 0.01 | 0.01 | 0.0 | -0.02 | -0.15 | 0.15 | -0.07 | 0.07 | 0.01 | -0.04 | 0.0 | -0.06 | 0.04 | -0.01 |
Beta | NA | 0.74 | 0.64 | 0.75 | 0.95 | 1.02 | 1.01 | 0.57 | 0.65 | 1.56 | 1.07 | 1.47 | 1.51 | 1.22 | 0.76 | 1.12 | 1.27 | 1.02 | 0.82 |
RSquared | NA | 0.62 | 0.6 | 0.65 | 0.7 | 0.72 | 0.72 | 0.62 | 0.83 | 0.75 | 0.8 | 0.76 | 0.85 | 0.6 | 0.77 | 0.87 | 0.89 | 0.7 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/04/2012
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Mid-Cap Growth Asset Class Trend Rankings |
Top Rated Funds in Mid-Cap Growth
Best Mutual Funds
- MVALX (MERIDIAN CONTRARIAN FUND LEGACY CLASS) (100%)
- NICSX (NICHOLAS FUND INC NICHOLAS FUND INC) (100%)
- FAMVX (FAM VALUE FUND INVESTOR CLASS) (99%)
- VMGIX (VANGUARD MID-CAP GROWTH INDEX FUND INVESTOR SHARES) (98%)
- BPTRX (BARON PARTNERS FUND BARON PARTNERS FUND) (98%)
- NBGEX (NEUBERGER BERMAN GENESIS FUND TRUST CLASS) (96%)
- SMIFX (SOUND MIND INVESTING FUND SOUND MIND INVESTING FUND) (96%)
- TWHIX (HERITAGE FUND INVESTOR CLASS) (96%)
- RPFIX (ROYCE PREMIER FUND INSTITUTIONAL CLASS) (96%)
- RPRCX (ROYCE PREMIER FUND CONSULTANT CLASS) (95%)
Best ETFs
- FAD (First Trust Multi Cap Growth AlphaDEX® Fund) 0.01% (98%)
- IJK (iShares S&P Mid-Cap 400 Growth ETF) 0.19% (98%)
- IWP (iShares Russell Mid-Cap Growth ETF) 0.03% (97%)
- PDP (Invesco DWA Momentum ETF) 0.01% (97%)
- RFG (Invesco S&P MidCap 400® Pure Growth ETF) 0.34% (97%)
- VOT (Vanguard Mid-Cap Growth Index Fund ETF Shares) 0.0% (97%)
- IVOG (Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares) 0.28% (26%)
- MDYG (SPDR® S&P 400 Mid Cap Growth ETF) 0.30% (23%)
- FNY (First Trust Mid Cap Growth AlphaDEX® Fund) 0.24% (23%)
Best Closed End Funds
- GDL (GDL Closed Fund) (99%)
- ASG (Liberty All Star Growth Closed Fund) (99%)
- SOR (Source Capital Closed Fund) (99%)