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SSLBX: SSgA Life Solutions Balanced Instl (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/20/1997 |
Last Dividend Date: | 06/04/2012 |
12-Mo. Yield | 14.36% |
Expenses | - |
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Performance Analytics (As of 06/05/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/20/1997 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.7 | 10.9 | 0.5 | 4.5 | 4.2 | 7.5 | 2.3 | 10.0 | 16.3 | -22.0 | -1.7 | 10.9 | 5.0 | 8.7 | 23.5 | -6.2 | -7.8 | -2.3 | 12.7 | 12.4 | 1.1 |
Sharpe Ratio | NA | 0.41 | 0.91 | 0.0 | 0.25 | 0.19 | 2.88 | 0.16 | 0.85 | 1.06 | -0.93 | -0.5 | 1.07 | 0.41 | 1.05 | 2.34 | -0.55 | -0.83 | -0.56 | 0.95 | 0.89 | -0.02 |
Draw Down(%) | NA | 11.9 | 12.3 | 39.4 | 39.4 | 39.4 | 3.0 | 12.3 | 10.1 | 17.8 | 31.4 | 8.6 | 6.1 | 5.1 | 6.4 | 8.8 | 17.2 | 19.8 | 9.5 | 5.3 | 14.3 | 8.5 |
Standard Deviation(%) | NA | 13.9 | 11.9 | 15.9 | 12.9 | 12.7 | 6.4 | 14.3 | 11.7 | 15.4 | 24.4 | 9.4 | 7.1 | 6.8 | 7.4 | 9.7 | 13.3 | 12.4 | 11.4 | 10.0 | 10.3 | 22.8 |
Treynor Ratio | NA | 0.06 | 0.11 | 0.0 | 0.03 | 0.03 | 0.26 | 0.02 | 0.09 | 0.18 | -0.23 | -0.05 | 0.07 | 0.03 | 0.08 | 0.25 | -0.08 | -0.11 | -0.08 | 0.13 | 0.11 | 0.0 |
Alpha | NA | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.05 | -0.01 | -0.01 | -0.01 | 0.0 | -0.03 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | -0.02 | -0.01 | 0.02 | 0.0 | 0.0 |
Beta | NA | 0.99 | 1.01 | 0.97 | 0.97 | 0.93 | 0.7 | 1.02 | 1.06 | 0.9 | 0.99 | 0.96 | 1.03 | 1.01 | 0.99 | 0.9 | 0.91 | 0.9 | 0.78 | 0.71 | 0.83 | 1.15 |
RSquared | NA | 0.92 | 0.92 | 0.91 | 0.9 | 0.84 | 0.59 | 0.96 | 0.92 | 0.94 | 0.9 | 0.86 | 0.93 | 0.94 | 0.87 | 0.77 | 0.91 | 0.83 | 0.93 | 0.63 | 0.87 | 0.39 |
Yield(%) | N/A | 14.4 | 7.6 | 4.2 | 4.1 | N/A | 0.0 | 14.7 | 2.7 | 2.1 | 2.3 | 3.1 | 3.4 | 1.5 | 2.4 | 2.1 | 1.8 | 2.9 | 18.6 | 8.3 | 10.3 | 8.2 |
Dividend Growth(%) | N/A | 553.8 | 98.3 | 133.3 | N/A | N/A | -100.0 | 486.2 | 45.0 | -28.6 | -30.0 | -4.8 | 133.3 | -30.8 | 36.8 | 5.6 | -43.8 | -87.6 | 132.4 | -19.0 | 17.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/20/1997
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