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ASDIX: AAM/HIMCO Short Duration I (MUTUAL FUND)
Basic Info 9.78 0.01(0.10%) May 31
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 06/30/2014 |
| Last Dividend Date: | 05/26/2023 |
| 12-Mo. Yield | 2.94% |
| Expenses | 0.56% |
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Performance Analytics (As of 05/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 3.6 | 5.5 | 2.6 | 2.6 | 2.3 | 0.7 | 0.7 | 2.1 | 5.1 | 1.1 | 2.7 | 3.2 | 1.5 | 0.0 |
| SR | NA | 2.34 | 1.44 | 1.4 | 0.83 | 1.11 | -0.56 | 1.41 | 0.61 | 5.0 | -0.3 | 2.63 | 3.7 | 1.75 | 0.11 |
| DD(%) | NA | 0.5 | 0.8 | 1.9 | 7.6 | 7.6 | 1.9 | 0.2 | 7.6 | 0.1 | 0.5 | 0.3 | 0.4 | 0.3 | 0.6 |
| SD(%) | NA | 1.6 | 1.5 | 1.1 | 1.7 | 1.3 | 1.3 | 0.5 | 3.1 | 0.7 | 0.8 | 0.8 | 0.8 | 0.9 | 0.8 |
| TR | NA | 0.19 | 0.1 | 0.08 | 0.04 | 0.05 | -0.04 | 0.14 | 0.02 | 0.24 | -0.01 | 0.09 | 0.2 | 0.07 | 0.01 |
| Alpha(%) | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 |
| Beta(%) | NA | 0.2 | 0.21 | 0.2 | 0.35 | 0.32 | 0.2 | 0.05 | 0.91 | 0.16 | 0.17 | 0.24 | 0.15 | 0.22 | 0.1 |
| RS | NA | 0.27 | 0.35 | 0.27 | 0.33 | 0.28 | 0.36 | 0.02 | 0.7 | 0.13 | 0.09 | 0.15 | 0.09 | 0.18 | 0.03 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2014
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