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TCGFX: Turner Large Growth Investor (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/11/2005 |
| Last Dividend Date: | 12/30/2014 |
| 12-Mo. Yield | 0.10% |
| Expenses | 0.94% |
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Performance Analytics (As of 05/08/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/11/2005 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 11.6 | 12.1 | 11.8 | 5.5 | 0.9 | 6.3 | 32.1 | 11.3 | -5.6 | 13.1 | 38.2 | -48.8 | 22.0 | 8.9 | 6.1 |
| Sharpe Ratio | NA | 0.97 | 0.84 | 0.62 | 0.2 | 0.33 | 0.42 | 2.41 | 0.69 | -0.2 | 0.59 | 1.37 | -1.18 | 1.04 | 0.4 | 1.1 |
| Draw Down(%) | NA | 9.0 | 10.7 | 22.4 | 58.3 | 3.4 | 10.7 | 7.4 | 13.0 | 22.4 | 18.2 | 20.2 | 57.1 | 11.3 | 13.4 | 6.0 |
| Standard Deviation(%) | NA | 11.9 | 14.4 | 18.9 | 22.9 | 7.6 | 15.1 | 13.3 | 16.5 | 27.5 | 21.9 | 27.9 | 42.0 | 18.3 | 14.2 | 12.8 |
| Treynor Ratio | NA | 0.15 | 0.12 | 0.11 | 0.04 | 0.08 | 0.06 | 0.3 | 0.1 | -0.05 | 0.12 | 0.34 | -0.45 | 0.18 | 0.06 | 0.14 |
| Alpha | NA | -0.02 | -0.03 | -0.02 | -0.01 | -0.01 | -0.03 | -0.02 | -0.03 | -0.02 | 0.0 | 0.0 | -0.05 | 0.04 | 0.03 | 0.0 |
| Beta | NA | 0.79 | 1.01 | 1.04 | 1.08 | 0.3 | 1.08 | 1.06 | 1.11 | 1.02 | 1.12 | 1.12 | 1.11 | 1.08 | 1.03 | 1.01 |
| RSquared | NA | 0.7 | 0.87 | 0.94 | 0.95 | 0.28 | 0.96 | 0.93 | 0.96 | 0.98 | 0.96 | 0.97 | 0.97 | 0.95 | 0.9 | 0.85 |
| Yield(%) | N/A | 0.1 | 0.1 | 0.1 | N/A | 0.0 | 0.1 | 0.0 | 0.3 | 0.0 | 0.0 | 0.3 | 0.2 | 0.1 | 0.2 | 0.0 |
| Dividend Growth(%) | N/A | N/A | 118.2 | N/A | N/A | -100.0 | N/A | -100.0 | N/A | N/A | -100.0 | -15.4 | 44.4 | -28.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/11/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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