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GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS FOGPX
10.61 0.00 (0.00%) May 16, 2022

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


Dividend 3.61
Ex-Dividend Date Apr 27, 2022
Annualized Return (3Y) 18.86%
Annualized Return (5Y) 16.73%
Annualized Return (10Y) 14.77%
Close 10.61
Previous Close 10.61
Worst 3Y Roll AR 4.00%
Worst 5Y Roll AR 4.03%
Worst 10Y Roll AR 11.44%
Inception Date Oct 28, 2011
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Dividends


GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) Dividend Information

GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) dividend growth in the last 12 months is 90.31%

The trailing 12-month yield of GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS is 35.40%. its dividend history:

Pay Date Cash Amount
Apr 27, 2022 $3.6143
Dec 16, 2021 $3.27118
Dec 10, 2020 $3.618
Dec 12, 2019 $0.991
Dec 13, 2018 $1.6996
Dec 14, 2017 $2.574
Dec 15, 2016 $0.94
Dec 17, 2015 $2.311
Dec 29, 2014 $2.464
Dec 27, 2013 $1.521

Dividend Growth History for GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2022
2022 $3.6143 20.24% 10.49% -
2021 $3.27118 16.88% -9.59% 10.49%
2020 $3.618 20.27% 265.09% -0.05%
2019 $0.991 7.07% -41.69% 53.93%
2018 $1.6996 10.36% -33.97% 20.76%
2017 $2.574 16.35% 173.83% 7.02%
2016 $0.94 6.41% -59.32% 25.16%
2015 $2.311 13.01% -6.21% 6.60%
2014 $2.464 12.87% 62.00% 4.91%
2013 $1.521 9.81% 314.44% 10.09%
2012 $0.367 2.69% - 25.70%

Dividend Growth Chart for GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX)

GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) Historical Returns And Risk Info

From 10/28/2011 to 05/16/2022, the compound annualized total return (dividend reinvested) of GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) is 14.065%. Its cumulative total return (dividend reinvested) is 299.444%.

From 10/28/2011 to 05/16/2022, the Maximum Drawdown of GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) is 36.9%.

From 10/28/2011 to 05/16/2022, the Sharpe Ratio of GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) is 0.65.

From 10/28/2011 to 05/16/2022, the Annualized Standard Deviation of GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) is 21.2%.

From 10/28/2011 to 05/16/2022, the Beta of GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) is 0.95.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FOGPX (GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS) NA 16.67% 18.86% 16.73% 14.77% NA NA 14.85%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA -2.51% 13.57% 12.74% 13.81% 8.80% 8.71% 14.29%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -10.32% 4.48% 4.72% 6.17% 4.41% 5.62% 6.32%
Data as of 05/16/2022, AR inception is 10/28/2011

Return Calculator for GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX)

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GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX)

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Retirement Spending Calculator for GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX)

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Rolling Returns


A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 10/28/2011 to 05/16/2022, the worst annualized return of 3-year rolling returns for GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) is 4%.
From 10/28/2011 to 05/16/2022, the worst annualized return of 5-year rolling returns for GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) is 4.03%.
From 10/28/2011 to 05/16/2022, the worst annualized return of 10-year rolling returns for GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) is 11.44%.

Drawdowns


GROWTH OPPORTUNITIES FUND INSTITUTIONAL PLUS (FOGPX) Maximum Drawdown




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