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VERDX: ASTON/Veredus Small Cap Growth N (MUTUAL FUND)
Basic Info
Asset Class: | Small Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/11/1998 |
Last Dividend Date: | 04/15/2010 |
12-Mo. Yield | 0.00% |
Expenses | 1.50% |
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Performance Analytics (As of 06/12/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/11/1998 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 14.8 | 8.0 | 2.4 | 4.4 | 7.7 | 7.6 | 10.2 | -13.8 | 27.6 | 41.3 | -45.7 | 11.6 | -2.5 | 2.3 | 20.7 | 44.5 | -43.9 | -13.2 | 30.1 | 112.9 | 15.2 |
Sharpe Ratio | NA | 1.0 | 0.3 | 0.07 | 0.12 | 0.22 | 1.54 | 0.56 | -0.39 | 0.88 | 1.16 | -1.11 | 0.39 | -0.27 | 0.01 | 0.94 | 2.18 | -1.5 | -0.67 | 0.79 | 4.63 | 1.32 |
Draw Down(%) | NA | 12.2 | 35.1 | 55.7 | 64.7 | 65.1 | 5.4 | 13.9 | 35.1 | 27.8 | 26.0 | 56.7 | 17.1 | 25.0 | 18.6 | 16.8 | 12.8 | 49.7 | 25.6 | 28.9 | 12.0 | 26.8 |
Standard Deviation(%) | NA | 14.8 | 26.6 | 32.8 | 28.2 | 27.7 | 11.7 | 18.2 | 35.3 | 31.4 | 35.5 | 41.8 | 22.1 | 21.4 | 20.3 | 21.1 | 20.0 | 30.0 | 23.5 | 32.9 | 23.7 | 30.7 |
Treynor Ratio | NA | 0.18 | 0.07 | 0.02 | 0.03 | 0.06 | 0.3 | 0.1 | -0.13 | 0.22 | 0.4 | -0.5 | 0.07 | -0.05 | 0.0 | 0.19 | 0.47 | -0.4 | -0.21 | 0.33 | 0.96 | 0.45 |
Alpha | NA | -0.04 | -0.07 | -0.07 | -0.07 | -0.02 | -0.01 | -0.03 | -0.05 | -0.03 | 0.0 | -0.05 | 0.01 | -0.06 | -0.03 | 0.01 | 0.01 | -0.15 | -0.06 | 0.11 | 0.23 | 0.07 |
Beta | NA | 0.83 | 1.06 | 1.01 | 1.05 | 0.99 | 0.6 | 1.0 | 1.06 | 1.27 | 1.02 | 0.92 | 1.16 | 1.21 | 1.25 | 1.06 | 0.93 | 1.11 | 0.76 | 0.78 | 1.14 | 0.89 |
RSquared | NA | 0.77 | 0.91 | 0.9 | 0.89 | 0.83 | 0.59 | 0.9 | 0.96 | 0.92 | 0.9 | 0.92 | 0.92 | 0.92 | 0.83 | 0.85 | 0.82 | 0.86 | 0.68 | 0.71 | 0.57 | 0.88 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 5.0 | N/A | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 0.0 | 31.8 | 6.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 15.9 | 23.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | -100.0 | -99.7 | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | -100.0 | 352.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | 31.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/1998
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