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TRIVX: T. Rowe Price Instl Concntrtd Lg Cap Val (MUTUAL FUND)
Basic Info
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/04/2006 |
Last Dividend Date: | 12/20/2007 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 05/01/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 10/04/2006 |
2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -51.6 | -25.0 | -16.4 | -42.5 | -7.8 | 7.6 |
Sharpe Ratio | NA | -1.05 | -0.8 | -1.08 | -0.93 | -0.68 | 4.95 |
Draw Down(%) | NA | 59.4 | 65.0 | 32.1 | 53.7 | 16.1 | 1.3 |
Standard Deviation(%) | NA | 49.7 | 33.7 | 39.0 | 46.4 | 16.0 | 6.6 |
Treynor Ratio | NA | -0.55 | -0.29 | -0.63 | -0.42 | -0.12 | 0.36 |
Alpha | NA | -0.1 | -0.05 | -0.15 | -0.03 | -0.03 | 0.02 |
Beta | NA | 0.94 | 0.94 | 0.67 | 1.04 | 0.89 | 0.92 |
RSquared | NA | 0.87 | 0.87 | 0.61 | 0.97 | 0.89 | 0.78 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/04/2006
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