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AFTRX: WB Capital Limited Term Bond (MUTUAL FUND)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/20/1996 |
Last Dividend Date: | 02/26/2010 |
12-Mo. Yield | 2.59% |
Expenses | - |
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Performance Analytics (As of 05/24/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/20/1996 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.4 | 3.4 | 3.4 | 3.5 | 3.8 | 0.1 | 2.8 | 2.5 | 6.4 | 4.3 | 1.2 | 1.2 | 1.8 | 0.9 | 8.6 | 6.7 | 0.2 | 5.2 | 6.7 | 4.7 |
Sharpe Ratio | NA | 2.19 | 1.02 | 0.83 | 0.98 | -0.69 | 0.07 | 1.23 | 0.55 | 1.67 | 1.03 | -0.84 | 0.19 | 0.57 | -0.12 | 4.34 | 1.61 | -1.53 | 0.83 | -17.03 | 1.55 |
Draw Down(%) | NA | 0.6 | 2.7 | 2.7 | 2.7 | 2.7 | 0.5 | 2.7 | 2.5 | 0.8 | 0.2 | 0.6 | 1.5 | 1.7 | 1.6 | 0.8 | 0.8 | 1.7 | 1.8 | 1.8 | 1.5 |
Standard Deviation(%) | NA | 1.5 | 2.4 | 2.0 | 1.8 | 2.1 | 1.1 | 2.2 | 2.9 | 2.0 | 1.0 | 1.1 | 1.4 | 1.9 | 1.9 | 1.5 | 1.7 | 2.0 | 2.3 | 2.8 | 3.5 |
Treynor Ratio | NA | -2.87 | -1.21 | -0.88 | -1.07 | 1.39 | -0.12 | -1.59 | -0.71 | -1.61 | 1.13 | -11.83 | -0.46 | -0.58 | 0.13 | -8.07 | -2.58 | -1.07 | -0.61 | -16.23 | 0.3 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | -0.01 | 0.01 | -0.19 | 0.01 |
Beta | NA | -0.01 | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | -0.02 | -0.02 | -0.02 | 0.01 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | 0.03 | -0.03 | 0.03 | 0.18 |
RSquared | NA | 0.02 | 0.07 | 0.05 | 0.04 | 0.01 | 0.01 | 0.04 | 0.1 | 0.03 | 0.01 | 0.0 | 0.0 | 0.03 | 0.06 | 0.01 | 0.02 | 0.07 | 0.08 | 0.04 | 0.37 |
Yield(%) | N/A | 2.6 | 3.5 | 3.5 | 3.6 | N/A | 0.4 | 3.5 | 3.7 | 4.1 | 3.9 | 2.5 | 2.6 | 2.0 | 3.6 | 5.7 | 5.2 | 4.5 | 4.0 | 5.1 | 3.9 |
Dividend Growth(%) | N/A | -34.4 | 5.4 | -7.7 | N/A | N/A | -87.9 | -8.3 | -7.7 | 5.4 | 54.2 | -4.0 | 25.0 | -44.4 | -35.7 | 12.0 | 11.1 | 12.5 | -20.0 | 31.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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