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Nasdaq - Delayed Quote USD
Macquarie Growth and Income A (FGINX)
14.58
-0.65
(-4.27%)
At close: 8:03:46 PM EDT
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 | 5.34% |
| 5y Average Return | 18.64% |
| Rank in Category (ytd) | 5 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FGINX | Category Average | FGINX | Category Average | FGINX | Category Average | |
| Alpha | 1.67 | -0.01 | 0.64 | -0.03 | -2.58 | -0.03 |
| BETA | 0.8 | 0.01 | 0.84 | 0.01 | 0.9 | 0.01 |
| Mean Annual Return | 1.1 | 0.01 | 1.3 | 0.01 | 0.81 | 0.01 |
| R-squared | 64.75 | 0.78 | 70.91 | 0.83 | 77.9 | 0.84 |
| Standard Deviation | 16.76 | 0.17 | 17.75 | 0.19 | 15.56 | 0.16 |
| Sharpe Ratio | 0.52 | 0 | 0.73 | 0 | 0.5 | 0.01 |
| Treynor Ratio | 10.01 | 0.04 | 14.55 | 0.07 | 7.66 | 0.08 |
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