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THPGX: Thompson LargeCap (MUTUAL FUND)
Basic Info 98.89 0.92(0.94%) December 08
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 01/17/1997 |
| Last Dividend Date: | 12/22/2022 |
| 12-Mo. Yield | 4.50% |
| Expenses | 0.99% |
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Performance Analytics (As of 12/08/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.3 | 16.4 | 13.6 | 8.0 | 12.7 | 9.8 | 12.6 | 8.2 | -15.8 | 28.1 | 15.5 | 33.6 | -12.3 | 18.2 | 18.0 | -8.1 | 14.0 | 36.5 | 17.1 | -4.0 | 13.7 | 37.6 | -47.7 | -6.8 | 15.0 | -2.4 | 4.1 | 31.9 | -20.4 | 19.2 | 25.2 | 6.4 | 18.4 | 25.0 |
| SR | NA | 0.84 | 0.58 | 0.33 | 0.47 | 0.44 | NA | 0.33 | -0.69 | 1.9 | 0.38 | 2.11 | -0.77 | 2.04 | 1.03 | -0.48 | 1.11 | 2.95 | 1.06 | -0.15 | 0.71 | 1.21 | -1.18 | -0.59 | 1.21 | -0.46 | 0.29 | 1.78 | -0.76 | 0.9 | 1.02 | 0.16 | 0.72 | 1.33 |
| DD(%) | NA | 16.0 | 16.0 | 26.5 | 40.7 | 40.7 | NA | 65.5 | 26.5 | 6.5 | 40.7 | 9.1 | 23.5 | 4.2 | 14.5 | 16.8 | 9.0 | 5.5 | 14.5 | 24.6 | 18.2 | 29.6 | 57.9 | 17.4 | 7.5 | 7.8 | 10.1 | 18.1 | 38.8 | 17.3 | 12.9 | 17.1 | 25.6 | 10.1 |
| SD(%) | NA | 15.8 | 16.0 | 18.9 | 24.2 | 20.0 | NA | 20.9 | 24.8 | 14.8 | 39.8 | 15.2 | 17.6 | 8.7 | 17.2 | 16.8 | 12.5 | 12.4 | 16.2 | 26.9 | 19.2 | 31.1 | 41.2 | 16.7 | 9.8 | 10.1 | 11.2 | 17.6 | 28.2 | 19.1 | 20.6 | 19.4 | 21.0 | 17.2 |
| TR | NA | 0.12 | 0.09 | 0.06 | 0.11 | 0.08 | NA | 0.07 | -0.18 | 0.31 | 0.14 | 0.28 | -0.14 | 0.15 | 0.14 | -0.08 | 0.13 | 0.34 | 0.14 | -0.04 | 0.13 | 0.34 | -0.49 | -0.1 | 0.13 | -0.05 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.03 | -0.02 | 0.0 | 0.0 | -0.01 | NA | 0.01 | 0.01 | 0.01 | -0.02 | -0.01 | -0.03 | -0.02 | 0.01 | -0.04 | 0.0 | 0.0 | -0.01 | -0.02 | -0.01 | 0.02 | -0.07 | -0.05 | 0.0 | -0.03 | -0.01 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.1 | 1.08 | 0.99 | 1.05 | 1.06 | NA | 1.05 | 0.97 | 0.92 | 1.1 | 1.14 | 1.0 | 1.17 | 1.23 | 1.06 | 1.06 | 1.08 | 1.22 | 1.13 | 1.05 | 1.12 | 0.98 | 1.0 | 0.89 | 0.92 | 0.94 | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.87 | 0.87 | 0.87 | 0.9 | 0.91 | NA | 0.69 | 0.94 | 0.69 | 0.92 | 0.88 | 0.95 | 0.82 | 0.89 | 0.96 | 0.95 | 0.94 | 0.94 | 0.98 | 0.98 | 0.97 | 0.94 | 0.9 | 0.86 | 0.88 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/20/1997
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