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OIBHX: Old Mutual Barrow Hanley Value Instl (MUTUAL FUND)
Basic Info
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/28/2006 |
Last Dividend Date: | 12/08/2011 |
12-Mo. Yield | 0.00% |
Expenses | - |
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Performance Analytics (As of 04/13/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/28/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.1 | 6.0 | 19.4 | -0.4 | 0.2 | 7.5 | 4.6 | 10.2 | 26.8 | -36.2 | 1.5 | -0.5 |
Sharpe Ratio | NA | 0.26 | 0.96 | -0.04 | -0.02 | 2.53 | 0.2 | 0.55 | 0.99 | -0.97 | -0.07 | NA |
Draw Down(%) | NA | 19.0 | 19.0 | 59.1 | 59.1 | 4.7 | 19.0 | 17.1 | 29.3 | 47.2 | 12.9 | 0.5 |
Standard Deviation(%) | NA | 22.4 | 20.1 | 26.8 | 26.0 | 11.5 | 22.6 | 18.3 | 27.0 | 38.0 | 22.1 | 0.0 |
Treynor Ratio | NA | 0.06 | 0.21 | -0.01 | -0.01 | 0.3 | 0.05 | 0.1 | 0.32 | -0.43 | -0.02 | 0.0 |
Alpha | NA | 0.0 | -0.01 | -0.03 | -0.01 | 0.01 | 0.01 | -0.01 | 0.03 | -0.03 | 0.01 | NA |
Beta | NA | 0.93 | 0.94 | 0.89 | 0.88 | 0.96 | 0.93 | 0.99 | 0.84 | 0.86 | 0.9 | NA |
RSquared | NA | 0.97 | 0.97 | 0.9 | 0.9 | 0.94 | 0.97 | 0.98 | 0.97 | 0.98 | 0.47 | 0.0 |
Yield(%) | N/A | 2.0 | 2.7 | 4.1 | N/A | 0.0 | 2.1 | 1.7 | 2.5 | 1.6 | 15.6 | 0.0 |
Dividend Growth(%) | N/A | 30.0 | N/A | N/A | N/A | -100.0 | 30.0 | -16.7 | 0.0 | -91.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2006
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