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SICGX: Sentinel Capital Growth I (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/29/2007 |
Last Dividend Date: | 12/23/2013 |
12-Mo. Yield | 26.04% |
Expenses | 1.25% |
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Performance Analytics (As of 12/08/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/29/2007 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -6.4 | 8.4 | 9.3 | 3.7 | -8.7 | 29.3 | 7.9 | 2.3 | 16.9 | 28.5 | -37.3 | 6.1 |
Sharpe Ratio | NA | -0.25 | 0.43 | 0.44 | 0.15 | -0.42 | 2.68 | 0.63 | 0.1 | 0.94 | 1.15 | -0.98 | 0.85 |
Draw Down(%) | NA | 17.1 | 17.1 | 18.1 | 50.1 | 17.1 | 5.5 | 11.0 | 18.1 | 15.3 | 21.0 | 49.0 | 8.5 |
Standard Deviation(%) | NA | 25.7 | 19.3 | 20.9 | 23.2 | 22.2 | 10.9 | 12.5 | 22.6 | 17.8 | 24.6 | 38.8 | 19.8 |
Treynor Ratio | NA | -0.09 | 0.1 | 0.11 | 0.04 | -0.12 | 0.33 | 0.1 | 0.03 | 0.18 | 0.29 | -0.38 | 0.17 |
Alpha | NA | -0.09 | -0.04 | -0.03 | -0.02 | -0.07 | 0.0 | -0.03 | 0.01 | 0.02 | -0.02 | 0.01 | 0.02 |
Beta | NA | 0.75 | 0.81 | 0.85 | 0.93 | 0.74 | 0.88 | 0.82 | 0.83 | 0.91 | 0.98 | 1.01 | 0.99 |
RSquared | NA | 0.18 | 0.39 | 0.59 | 0.85 | 0.23 | 0.93 | 0.92 | 0.96 | 0.95 | 0.96 | 0.95 | 0.93 |
Yield(%) | N/A | 26.0 | 17.1 | 12.6 | N/A | 0.0 | 32.2 | 22.9 | 0.7 | 0.6 | 0.2 | 0.3 | 8.3 |
Dividend Growth(%) | N/A | 20.5 | 5379.1 | N/A | N/A | -100.0 | 20.5 | 3238.5 | 44.4 | 200.0 | -50.0 | -96.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2007
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