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TCMMX: TCM Small-Mid Cap Growth (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/29/2007 |
Last Dividend Date: | 12/05/2014 |
12-Mo. Yield | 0.00% |
Expenses | 0.95% |
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Performance Analytics (As of 12/02/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/29/2007 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -20.2 | 6.2 | 5.0 | 1.7 | -22.2 | 10.8 | 37.6 | 14.0 | -8.7 | 24.3 | 31.6 | -46.7 | 7.5 |
Sharpe Ratio | NA | -0.76 | 0.31 | 0.23 | 0.06 | -0.88 | 0.65 | 2.73 | 0.83 | -0.28 | 1.03 | 1.13 | -1.2 | 0.62 |
Draw Down(%) | NA | 31.2 | 31.2 | 31.2 | 57.7 | 31.2 | 11.6 | 5.1 | 12.4 | 29.0 | 20.2 | 19.9 | 56.0 | 10.2 |
Standard Deviation(%) | NA | 26.5 | 19.6 | 21.9 | 25.6 | 27.1 | 16.6 | 13.7 | 17.0 | 31.2 | 23.4 | 27.8 | 39.5 | 20.5 |
Treynor Ratio | NA | -0.17 | 0.06 | 0.05 | 0.02 | -0.2 | 0.1 | 0.38 | 0.14 | -0.08 | 0.23 | 0.35 | -0.57 | 0.13 |
Alpha | NA | -0.09 | -0.04 | -0.03 | -0.02 | -0.11 | -0.01 | 0.02 | -0.01 | -0.02 | -0.02 | -0.02 | -0.05 | 0.04 |
Beta | NA | 1.16 | 1.1 | 1.08 | 0.94 | 1.17 | 1.14 | 0.98 | 1.01 | 1.09 | 1.04 | 0.91 | 0.83 | 0.97 |
RSquared | NA | 0.51 | 0.66 | 0.82 | 0.89 | 0.5 | 0.88 | 0.9 | 0.93 | 0.98 | 0.96 | 0.96 | 0.97 | 0.94 |
Yield(%) | N/A | 12.0 | 19.8 | 12.8 | N/A | 0.0 | 13.2 | 41.1 | 10.8 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -71.1 | 3412.5 | N/A | N/A | -100.0 | -71.1 | 301.6 | 468.8 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/29/2007
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