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SYVCX: Sentinel Mid Cap II C (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/30/2001 |
| Last Dividend Date: | 12/20/2012 |
| 12-Mo. Yield | 44.12% |
| Expenses | 2.13% |
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Performance Analytics (As of 04/12/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/30/2001 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -7.2 | 1.3 | 6.0 | -0.2 | 4.9 | 3.9 | 0.1 | 6.7 | 1.1 | 18.7 | 33.9 | -44.2 | -1.4 | 16.1 | -2.8 | 15.5 | 34.3 | -13.3 | 8.9 |
| Sharpe Ratio | NA | 0.07 | 0.31 | -0.01 | 0.17 | 0.13 | 0.02 | 0.46 | 0.04 | 1.15 | 1.11 | -1.14 | -0.23 | 1.14 | -0.27 | 1.36 | 3.03 | -0.77 | 6.0 |
| Draw Down(%) | NA | 10.1 | 23.2 | 58.1 | 64.4 | 64.4 | 10.0 | 11.4 | 23.2 | 12.5 | 28.1 | 55.2 | 19.9 | 10.5 | 14.9 | 6.6 | 7.9 | 29.0 | 2.5 |
| Standard Deviation(%) | NA | 16.6 | 19.2 | 27.0 | 22.4 | 21.3 | 18.7 | 14.5 | 23.4 | 16.2 | 30.5 | 39.6 | 19.9 | 11.3 | 18.4 | 10.7 | 11.1 | 18.6 | 10.9 |
| Treynor Ratio | NA | 0.01 | 0.07 | 0.0 | 0.04 | 0.04 | 0.01 | 0.07 | 0.01 | 0.26 | 0.39 | -0.53 | -0.05 | 0.16 | -0.06 | 0.21 | 0.55 | -0.21 | 1.19 |
| Alpha | NA | -0.06 | -0.03 | -0.06 | -0.05 | -0.02 | -0.11 | -0.03 | 0.01 | 0.0 | 0.0 | -0.05 | -0.02 | 0.02 | -0.05 | 0.01 | 0.04 | -0.02 | 0.04 |
| Beta | NA | 0.9 | 0.82 | 0.86 | 0.84 | 0.81 | 0.64 | 0.95 | 0.83 | 0.71 | 0.87 | 0.85 | 0.85 | 0.81 | 0.82 | 0.68 | 0.61 | 0.68 | 0.55 |
| RSquared | NA | 0.63 | 0.84 | 0.88 | 0.78 | 0.8 | 0.15 | 0.96 | 0.94 | 0.88 | 0.87 | 0.92 | 0.53 | 0.81 | 0.32 | 0.66 | 0.81 | 0.84 | 0.68 |
| Yield(%) | N/A | 44.1 | 17.5 | 8.7 | 7.6 | N/A | 0.0 | 46.4 | 0.0 | 1.1 | 0.0 | 0.0 | 0.0 | 6.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | 568.4 | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/2001
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See MID-CAP BLEND Asset Class Trend Rankings |
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