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TBTBX: Turner All Cap Growth Investor (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/04/2000 |
| Last Dividend Date: | 12/21/2012 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.73% |
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Performance Analytics (As of 10/23/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/04/2000 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 12.1 | 11.9 | 14.7 | 9.7 | 0.2 | 6.2 | 32.9 | 2.3 | -7.3 | 39.3 | 62.8 | -56.1 | 30.0 | 9.3 | 11.3 | 11.6 | 92.7 | -47.2 | -38.4 | -30.8 |
| Sharpe Ratio | NA | 0.76 | 0.62 | 0.62 | 0.32 | -0.03 | 0.47 | 2.09 | 0.11 | -0.22 | 1.49 | 1.81 | -1.23 | 1.26 | 0.29 | 0.5 | 0.41 | 2.78 | -1.07 | -0.68 | -0.98 |
| Draw Down(%) | NA | 13.4 | 19.6 | 25.7 | 66.9 | 82.0 | 13.4 | 7.7 | 19.6 | 25.7 | 17.6 | 23.8 | 64.7 | 12.2 | 25.4 | 17.2 | 34.6 | 20.8 | 60.7 | 64.2 | 39.9 |
| Standard Deviation(%) | NA | 15.9 | 19.2 | 23.6 | 27.4 | 34.3 | 16.2 | 15.8 | 20.4 | 32.7 | 26.4 | 34.6 | 46.4 | 21.5 | 21.1 | 18.0 | 25.8 | 33.1 | 44.9 | 61.0 | 84.6 |
| Treynor Ratio | NA | 0.13 | 0.1 | 0.12 | 0.07 | -0.01 | 0.08 | 0.28 | 0.02 | -0.06 | 0.3 | 0.48 | -0.48 | 0.23 | 0.04 | 0.07 | 0.07 | 0.65 | -0.4 | -0.27 | -0.49 |
| Alpha | NA | -0.01 | -0.05 | -0.03 | -0.03 | -0.01 | 0.0 | -0.03 | -0.08 | -0.02 | 0.08 | 0.05 | -0.09 | 0.06 | 0.04 | -0.01 | 0.01 | 0.14 | -0.02 | 0.08 | 0.25 |
| Beta | NA | 0.95 | 1.14 | 1.21 | 1.23 | 1.32 | 0.92 | 1.19 | 1.33 | 1.17 | 1.3 | 1.31 | 1.19 | 1.19 | 1.45 | 1.28 | 1.54 | 1.41 | 1.21 | 1.54 | 1.7 |
| RSquared | NA | 0.64 | 0.8 | 0.86 | 0.86 | 0.8 | 0.63 | 0.82 | 0.9 | 0.9 | 0.89 | 0.86 | 0.92 | 0.82 | 0.79 | 0.7 | 0.75 | 0.67 | 0.73 | 0.79 | 0.88 |
| Yield(%) | N/A | 0.0 | 0.1 | 0.1 | 0.1 | N/A | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 460.0 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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