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Nasdaq - Delayed Quote USD

Sparrow Growth A (SGFFX)

44.06
+3.99
+(9.96%)
At close: 8:02:12 PM EDT

Fund Summary

The fund typically invests in a broad range of U.S. common stocks which the fund's adviser believes have above-average prospects for appreciation based on a proprietary investment model developed by the adviser. It may invest in stocks of all market capitalization ranges based on the adviser's assessment of the relative opportunities and risks of each category. Stocks are sold when there is a significant decline in earnings momentum, a better stock is found, or a significant breakdown in relative price performance occurs.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 97.82%
Worst 1Y Total Return --
Number of Years Up 18
Number of Years Down 8

Performance & Risk

YTD Return -6.06%
5y Average Return 17.26%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SGFFXCategory AverageSGFFXCategory AverageSGFFXCategory Average
Alpha 0.78 0.03 0.4 0.04 -0.1 0.01
BETA 0.88 0.01 1.05 0.01 1.09 0.01
Mean Annual Return 0.86 0.02 1.64 0.02 1.16 0.01
R-squared 89.51 0.89 57.76 0.87 56.99 0.87
Standard Deviation 16.17 0.2 23.28 0.16 22.3 0.15
Sharpe Ratio 0.36 0.01 0.73 0.01 0.54 0.01
Treynor Ratio 5.42 0.21 15.03 0.21 9.29 0.15

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