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ANSTX: Analytic Short-Term Inc Instl (MUTUAL FUND)
Basic Info
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/23/1999 |
| Last Dividend Date: | 05/31/2011 |
| 12-Mo. Yield | 1.75% |
| Expenses | - |
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Performance Analytics (As of 07/22/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/23/1999 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.9 | 0.7 | 2.5 | 2.3 | 1.7 | -0.1 | 1.5 | 5.1 | -3.5 | 6.2 | 4.7 | 3.3 | 0.3 | 2.6 | 2.6 | 0.1 | 1.4 | -2.8 |
| Sharpe Ratio | NA | 0.4 | 0.16 | 0.42 | 0.35 | 0.0 | -0.13 | 0.54 | 1.97 | -0.86 | 1.18 | 0.65 | 0.36 | -0.29 | 0.89 | 0.74 | -1.02 | -1.69 | -3.63 |
| Draw Down(%) | NA | 1.2 | 8.6 | 8.6 | 8.6 | 8.6 | 0.7 | 1.8 | 1.7 | 8.6 | 1.8 | 1.1 | 2.2 | 2.7 | 1.9 | 1.1 | 1.9 | 1.1 | 3.2 |
| Standard Deviation(%) | NA | 2.0 | 3.3 | 3.2 | 2.8 | 2.6 | 1.7 | 2.7 | 2.6 | 5.1 | 2.7 | 2.2 | 3.0 | 2.2 | 2.1 | 2.0 | 2.2 | 1.5 | 1.9 |
| Treynor Ratio | NA | 0.02 | 0.02 | 0.03 | 0.02 | 0.0 | -0.01 | 0.04 | 0.09 | -0.13 | 0.1 | 0.02 | 0.01 | -0.01 | 0.03 | 0.04 | -0.05 | -0.1 | -0.2 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.03 |
| Beta | NA | 0.35 | 0.29 | 0.4 | 0.47 | 0.45 | 0.16 | 0.4 | 0.57 | 0.34 | 0.32 | 0.63 | 0.89 | 0.76 | 0.65 | 0.36 | 0.44 | 0.25 | 0.33 |
| RSquared | NA | 0.08 | 0.04 | 0.09 | 0.16 | 0.17 | 0.02 | 0.06 | 0.25 | 0.05 | 0.09 | 0.32 | 0.24 | 0.52 | 0.52 | 0.24 | 0.4 | 0.16 | 0.2 |
| Yield(%) | N/A | 1.8 | 1.9 | 2.9 | 2.3 | N/A | 0.7 | 1.8 | 1.7 | 3.5 | 4.4 | 4.1 | 4.4 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 24.8 | -56.2 | 89.1 | N/A | N/A | -61.7 | 10.2 | -54.9 | -18.6 | 7.6 | -8.7 | 307.1 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/23/1999
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SHORT GOVERNMENT Asset Class Trend Rankings |
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* Day change on 07/22/2011.Latest Articles Related to ANSTX
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