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SIMGX: SIM Global Managed Accumulation Fund Z Shares (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/29/2007 |
Last Dividend Date: | 12/29/2021 |
12-Mo. Yield | 3.28% |
Expenses | 1.74% |
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Performance Analytics (As of 02/25/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/29/2007 |
2022 | 2021 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.5 | -36.9 | -28.2 | -18.0 | -6.7 | -4.0 | -11.0 | -57.4 | -2.1 | -10.7 | -17.4 | 20.7 | 11.9 | 3.2 | 23.1 | 29.4 | -45.8 | 9.0 |
Sharpe Ratio | NA | -0.83 | -0.43 | -0.28 | -0.21 | -0.15 | -3.39 | -0.17 | -0.35 | -0.61 | -0.65 | 1.42 | 0.82 | 0.12 | 1.3 | 1.16 | -1.05 | 1.24 |
Draw Down(%) | NA | 42.7 | 63.0 | 63.0 | 67.1 | 67.1 | 11.5 | 57.9 | 11.8 | 18.8 | 25.8 | 8.2 | 11.4 | 21.9 | 12.7 | 20.4 | 56.8 | 10.2 |
Standard Deviation(%) | NA | 44.6 | 66.5 | 66.5 | 33.7 | 31.6 | 16.0 | 88.6 | 24.2 | 17.5 | 26.6 | 14.5 | 14.6 | 25.9 | 17.8 | 25.3 | 44.2 | 21.4 |
Treynor Ratio | NA | -0.7 | 0.87 | 0.57 | 0.28 | -5.28 | -1.47 | 0.44 | -0.09 | -0.12 | -0.19 | 0.25 | 0.14 | 0.03 | 0.29 | 0.36 | -0.5 | 0.25 |
Alpha | NA | -0.16 | -0.13 | -0.13 | 0.0 | -0.01 | -0.16 | -0.12 | -0.04 | -0.04 | -0.11 | -0.01 | -0.01 | 0.03 | 0.0 | -0.02 | -0.01 | 0.04 |
Beta | NA | 0.53 | -0.33 | -0.33 | -0.25 | 0.01 | 0.37 | -0.35 | 0.9 | 0.88 | 0.93 | 0.82 | 0.88 | 0.9 | 0.79 | 0.83 | 0.94 | 1.08 |
RSquared | NA | 0.09 | 0.49 | 0.49 | 0.24 | 0.0 | 0.57 | 0.54 | 0.73 | 0.64 | 0.27 | 0.58 | 0.95 | 0.98 | 0.96 | 0.95 | 0.98 | 0.96 |
Yield(%) | N/A | 3.3 | 1.1 | 0.7 | 4.8 | N/A | 0.0 | 3.4 | 0.0 | 8.9 | 21.3 | 11.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -96.3 | N/A | N/A | -100.0 | N/A | -100.0 | -65.0 | 119.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/29/2007
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