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TSGEX: Turner Large Cap Growth Institutional (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/25/2000 |
| Last Dividend Date: | 12/30/2010 |
| 12-Mo. Yield | 0.20% |
| Expenses | - |
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Performance Analytics (As of 04/04/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/25/2000 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 19.7 | -0.1 | 0.6 | 1.7 | -3.6 | 7.3 | 18.0 | 35.8 | -49.4 | 18.0 | 5.2 | 4.6 | 5.4 | 35.2 | -31.6 | -23.5 | -18.7 |
| Sharpe Ratio | NA | 0.92 | -0.01 | -0.03 | 0.01 | -0.2 | 2.17 | 0.83 | 1.39 | -1.27 | 0.86 | 0.14 | 0.2 | 0.33 | 1.78 | -1.15 | -0.77 | -1.47 |
| Draw Down(%) | NA | 16.3 | 52.5 | 58.8 | 58.8 | 67.5 | 4.2 | 16.3 | 18.9 | 56.8 | 9.2 | 12.2 | 8.3 | 14.3 | 13.0 | 39.9 | 44.4 | 25.7 |
| Standard Deviation(%) | NA | 21.4 | 29.5 | 25.6 | 23.7 | 24.7 | 14.6 | 21.6 | 25.6 | 39.4 | 17.5 | 13.6 | 12.0 | 13.5 | 19.4 | 28.6 | 34.2 | 49.7 |
| Treynor Ratio | NA | 0.18 | 0.0 | -0.01 | 0.0 | -0.05 | 0.43 | 0.16 | 0.35 | -0.48 | 0.15 | 0.02 | 0.03 | 0.05 | 0.35 | -0.37 | -0.29 | -0.71 |
| Alpha | NA | 0.0 | -0.05 | -0.04 | -0.03 | -0.01 | 0.04 | 0.02 | 0.0 | -0.07 | 0.03 | 0.01 | -0.02 | 0.0 | 0.03 | 0.0 | 0.03 | 0.03 |
| Beta | NA | 1.06 | 1.04 | 1.04 | 0.99 | 0.97 | 0.74 | 1.1 | 1.02 | 1.04 | 1.03 | 1.01 | 0.97 | 0.89 | 0.98 | 0.88 | 0.9 | 1.03 |
| RSquared | NA | 0.91 | 0.95 | 0.95 | 0.93 | 0.93 | 0.62 | 0.96 | 0.96 | 0.97 | 0.95 | 0.93 | 0.9 | 0.93 | 0.95 | 0.95 | 0.86 | 0.96 |
| Yield(%) | N/A | 0.2 | 0.2 | 0.2 | 0.2 | N/A | 0.0 | 0.2 | 0.3 | 0.2 | 0.2 | 0.3 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -9.1 | -22.2 | 371.4 | N/A | N/A | -100.0 | -9.1 | -21.4 | 0.0 | -17.6 | 21.4 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/25/2000
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