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TMCFX: Turner Midcap Equity Investor (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/13/2007 |
Last Dividend Date: | 12/30/2009 |
12-Mo. Yield | 0.55% |
Expenses | - |
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Performance Analytics (As of 06/02/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 02/13/2007 |
2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 30.0 | -10.9 | -7.5 | 10.2 | 17.8 | -41.9 | 2.6 |
Sharpe Ratio | NA | 1.48 | -0.42 | -0.32 | 1.57 | 0.68 | -1.16 | 0.0 |
Draw Down(%) | NA | 10.3 | 57.6 | 57.6 | 9.1 | 22.1 | 51.3 | 14.7 |
Standard Deviation(%) | NA | 20.2 | 28.3 | 27.1 | 16.8 | 25.9 | 36.7 | 16.7 |
Treynor Ratio | NA | 0.42 | -0.15 | -0.11 | 0.74 | 0.21 | -0.55 | 0.0 |
Alpha | NA | 0.02 | -0.06 | -0.04 | 0.08 | -0.05 | -0.03 | -0.03 |
Beta | NA | 0.71 | 0.77 | 0.77 | 0.36 | 0.83 | 0.77 | 0.9 |
RSquared | NA | 0.61 | 0.89 | 0.89 | 0.27 | 0.93 | 0.95 | 0.94 |
Yield(%) | N/A | 0.5 | 0.1 | N/A | 0.0 | 0.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/13/2007
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