Nasdaq - Delayed Quote USD
Macquarie Growth and Income A (FGINX)
15.08
-0.27
(-1.76%)
As of 8:09:13 AM EDT. Market Open.
Fund Summary
The fund primarily invests in common stocks that offer the potential for capital growth, current income or both. It primarily invests in common stocks of large-size companies. The fund may also invest in mid- and small-size companies.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 37.08% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 23 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 4.30% |
| 5y Average Return | 15.60% |
| Rank in Category (ytd) | 7 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FGINX | Category Average | FGINX | Category Average | FGINX | Category Average | |
| Alpha | 0.8 | -0.01 | 2.13 | -0.03 | -2.47 | -0.03 |
| BETA | 0.83 | 0.01 | 0.78 | 0.01 | 0.89 | 0.01 |
| Mean Annual Return | 1.02 | 0.01 | 1.27 | 0.01 | 0.77 | 0.01 |
| R-squared | 65.24 | 0.78 | 64.27 | 0.83 | 77.59 | 0.84 |
| Standard Deviation | 16.78 | 0.17 | 15.77 | 0.19 | 15.63 | 0.16 |
| Sharpe Ratio | 0.46 | 0 | 0.78 | 0 | 0.46 | 0.01 |
| Treynor Ratio | 8.14 | 0.04 | 15.38 | 0.07 | 7.06 | 0.08 |
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