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WCLGX: WESTFIELD CAPITAL LARGE CAP GROWTH FUND INSTITUTIONAL CLASS SHARES (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/19/2011 |
Last Dividend Date: | 06/22/2020 |
12-Mo. Yield | 84.76% |
Expenses | 0.85% |
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Performance Analytics (As of 07/01/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/19/2011 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 15.9 | 16.1 | 13.1 | 13.1 | 5.2 | 36.1 | -2.4 | 30.6 | 2.4 | 2.6 | 11.6 | 36.6 | 16.9 | -11.9 |
Sharpe Ratio | NA | 0.43 | 0.6 | 0.58 | 0.65 | 0.21 | 2.3 | -0.18 | 3.65 | 0.14 | 0.16 | 0.86 | 3.11 | 1.14 | -0.7 |
Draw Down(%) | NA | 34.5 | 34.5 | 34.5 | 34.5 | 34.5 | 8.8 | 23.0 | 2.3 | 14.1 | 13.8 | 8.2 | 5.9 | 12.0 | 22.8 |
Standard Deviation(%) | NA | 35.4 | 24.8 | 21.4 | 19.6 | 48.1 | 15.1 | 20.7 | 8.2 | 15.0 | 16.5 | 13.5 | 11.8 | 15.0 | 34.3 |
Treynor Ratio | NA | 0.15 | 0.16 | 0.13 | 0.13 | 0.1 | 0.48 | -0.04 | 0.33 | 0.02 | 0.03 | 0.12 | 0.38 | 0.17 | -0.25 |
Alpha | NA | -0.05 | -0.03 | -0.02 | -0.01 | -0.12 | 0.02 | -0.01 | 0.01 | 0.01 | -0.02 | 0.0 | 0.01 | 0.0 | -0.03 |
Beta | NA | 1.03 | 0.96 | 0.97 | 0.97 | 1.04 | 0.72 | 0.98 | 0.92 | 1.0 | 1.0 | 0.96 | 0.95 | 0.99 | 0.96 |
RSquared | NA | 0.94 | 0.91 | 0.92 | 0.93 | 0.94 | 0.73 | 0.97 | 0.92 | 0.96 | 0.96 | 0.94 | 0.95 | 0.93 | 0.98 |
Yield(%) | N/A | 84.8 | 37.2 | 25.0 | N/A | 23.1 | 97.0 | 44.2 | 33.2 | 15.2 | 9.4 | 9.0 | 7.3 | 1.3 | 0.0 |
Dividend Growth(%) | N/A | 21.5 | 230.6 | N/A | N/A | -92.3 | 12.8 | 29.5 | 96.3 | 48.4 | 8.5 | 53.2 | 541.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/19/2011
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