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UBRLX: Undiscovered Mgrs Behavioral Growth Inst (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/10/1999 |
Last Dividend Date: | 12/15/2011 |
12-Mo. Yield | 12.09% |
Expenses | 1.31% |
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Performance Analytics (As of 11/05/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/10/1999 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -4.3 | 7.9 | -3.1 | 7.0 | 4.0 | -8.9 | -0.7 | 28.8 | 37.0 | -44.4 | 19.7 | 4.0 | 5.9 | 10.3 | 57.5 | -17.5 | -22.4 | -26.8 | 79.3 |
Sharpe Ratio | NA | -0.11 | 0.23 | -0.1 | 0.2 | 0.08 | -0.38 | -0.02 | 1.11 | 1.35 | -1.09 | 0.8 | 0.04 | 0.22 | 0.44 | 2.45 | -0.69 | -0.74 | -0.74 | 3.51 |
Draw Down(%) | NA | 24.0 | 32.7 | 57.6 | 60.2 | 69.3 | 24.0 | 32.7 | 16.5 | 19.5 | 55.5 | 14.9 | 21.1 | 10.2 | 23.9 | 12.0 | 31.9 | 45.8 | 50.4 | 10.4 |
Standard Deviation(%) | NA | 39.8 | 34.0 | 35.4 | 29.6 | 29.7 | 28.0 | 44.3 | 26.0 | 27.3 | 41.4 | 20.9 | 19.9 | 16.7 | 21.4 | 23.2 | 26.8 | 34.0 | 41.9 | 25.4 |
Treynor Ratio | NA | -0.04 | 0.08 | -0.04 | 0.06 | 0.02 | -0.1 | -0.01 | 0.28 | 0.46 | -0.49 | 0.16 | 0.01 | 0.04 | 0.08 | 0.51 | -0.18 | -0.21 | -0.3 | 0.69 |
Alpha | NA | -0.1 | -0.08 | -0.09 | -0.06 | -0.03 | -0.1 | 0.02 | -0.01 | 0.01 | -0.05 | 0.04 | -0.03 | -0.01 | -0.02 | 0.02 | -0.01 | -0.09 | -0.1 | 0.11 |
Beta | NA | 1.05 | 1.02 | 0.94 | 0.98 | 1.01 | 1.08 | 0.99 | 1.04 | 0.8 | 0.93 | 1.06 | 1.11 | 1.02 | 1.1 | 1.12 | 1.03 | 1.22 | 1.03 | 1.28 |
RSquared | NA | 0.3 | 0.6 | 0.72 | 0.74 | 0.77 | 0.5 | 0.49 | 0.9 | 0.91 | 0.94 | 0.86 | 0.88 | 0.83 | 0.91 | 0.88 | 0.91 | 0.83 | 0.76 | 0.59 |
Yield(%) | N/A | 12.1 | 5.3 | 2.2 | 2.5 | N/A | 0.0 | 11.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 3.9 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/10/1999
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