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Old Mutual Large Cap Gr I OILLX

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

Overview


Old Mutual Large Cap Gr I started on 12/28/2006
Old Mutual Large Cap Gr I is classified as asset class LARGE GROWTH
Old Mutual Large Cap Gr I expense ratio is -
Old Mutual Large Cap Gr I rating is
Not Rated

Dividends


Old Mutual Large Cap Gr I (OILLX) Dividend Information

Old Mutual Large Cap Gr I (OILLX) dividend growth in the last 12 months is -24.53%

The trailing 12-month yield of Old Mutual Large Cap Gr I is 0.21%. its dividend history:

Pay Date Cash Amount

Dividend Growth History for Old Mutual Large Cap Gr I (OILLX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2011
2011 $0.04 0.21% -24.53% -
2010 $0.053 0.33% -29.33% -24.53%
2009 $0.075 0.63% - -26.97%

Dividend Growth Chart for Old Mutual Large Cap Gr I (OILLX)

Old Mutual Large Cap Gr I (OILLX) Dividend Calculator

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

Performance


Old Mutual Large Cap Gr I (OILLX) Historical Returns And Risk Info

From 12/28/2006 to 04/13/2012, the compound annualized total return (dividend reinvested) of Old Mutual Large Cap Gr I (OILLX) is 2.52%. Its cumulative total return (dividend reinvested) is 14.024%.

From 12/28/2006 to 04/13/2012, the Maximum Drawdown of Old Mutual Large Cap Gr I (OILLX) is 57.3%.

From 12/28/2006 to 04/13/2012, the Sharpe Ratio of Old Mutual Large Cap Gr I (OILLX) is 0.06.

From 12/28/2006 to 04/13/2012, the Annualized Standard Deviation of Old Mutual Large Cap Gr I (OILLX) is 27.0%.

From 12/28/2006 to 04/13/2012, the Beta of Old Mutual Large Cap Gr I (OILLX) is 1.04.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
OILLX (Old Mutual Large Cap Gr I) NA 7.85% 19.83% 1.94% NA NA NA 2.66%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 6.35% 19.21% 0.93% 4.15% 5.95% 8.36% 1.42%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 2.57% 13.88% 1.99% 5.35% 6.75% NA 2.57%
Data as of 04/13/2012, AR inception is 12/28/2006

Return Calculator for Old Mutual Large Cap Gr I (OILLX)

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Old Mutual Large Cap Gr I (OILLX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for Old Mutual Large Cap Gr I (OILLX)

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Retirement Spending Calculator for Old Mutual Large Cap Gr I (OILLX)

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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 12/28/2006 to 04/13/2012, the worst annualized return of 3-year rolling returns for Old Mutual Large Cap Gr I (OILLX) is -9.83%.
From 12/28/2006 to 04/13/2012, the worst annualized return of 5-year rolling returns for Old Mutual Large Cap Gr I (OILLX) is 0.97%.

Drawdowns


Old Mutual Large Cap Gr I (OILLX) Maximum Drawdown



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