Nasdaq - Delayed Quote USD

Sparrow Growth A (SGFFX)

37.87 -0.14 (-0.37%)
As of 8:05 AM EDT. Market Open.

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 17
Number of Years Down 8

Performance & Risk

YTD Return 8.85%
5y Average Return 11.86%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
SGFFXCategory AverageSGFFXCategory AverageSGFFXCategory Average
Alpha -12.01 0.01 -0.95 0.01 -0.75 -0.02
BETA 0.89 0.01 1.01 0.01 1.1 0.01
Mean Annual Return -0.05 0.02 1.25 0.02 1.15 0.01
R-squared 63.41 0.82 54.01 0.79 55.8 0.8
Standard Deviation 19.7 0.23 25.19 0.19 22.22 0.17
Sharpe Ratio -0.18 0.01 0.51 0.01 0.55 0.01
Treynor Ratio -6.19 0.18 10.28 0.17 9.57 0.12

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