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BUTDX: Northern Institutional US Trs Idx D (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate Government |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/23/2002 |
| Last Dividend Date: | 10/25/2011 |
| 12-Mo. Yield | 3.58% |
| Expenses | - |
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Performance Analytics (As of 12/09/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/23/2002 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 8.6 | 3.7 | 6.0 | 3.7 | 8.6 | 5.1 | -4.0 | 13.3 | 8.5 | 2.2 | 2.2 | 1.9 | -2.7 | 1.1 |
| Sharpe Ratio | NA | 1.71 | 0.68 | 0.93 | 0.48 | 1.84 | 1.08 | -0.66 | 1.71 | 1.33 | -0.37 | 0.02 | 0.22 | -0.56 | 0.22 |
| Draw Down(%) | NA | 2.9 | 7.3 | 7.3 | 9.5 | 2.9 | 4.3 | 6.5 | 4.7 | 2.4 | 2.8 | 2.9 | 5.9 | 7.6 | 3.6 |
| Standard Deviation(%) | NA | 5.0 | 5.3 | 5.5 | 5.2 | 4.9 | 4.6 | 6.2 | 7.2 | 4.1 | 3.0 | 3.5 | 4.6 | 6.0 | 7.2 |
| Treynor Ratio | NA | 0.1 | 0.04 | 0.06 | 0.03 | 0.1 | 0.06 | -0.05 | 0.14 | 0.07 | -0.01 | 0.0 | 0.01 | -0.03 | 0.02 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | -0.04 |
| Beta | NA | 0.87 | 0.85 | 0.85 | 0.87 | 0.87 | 0.78 | 0.88 | 0.85 | 0.82 | 0.74 | 0.86 | 0.88 | 1.01 | 0.9 |
| RSquared | NA | 0.81 | 0.85 | 0.84 | 0.82 | 0.8 | 0.81 | 0.92 | 0.81 | 0.88 | 0.8 | 0.84 | 0.89 | 0.84 | 0.66 |
| Yield(%) | N/A | 3.6 | 3.5 | 3.8 | N/A | 1.6 | 4.1 | 4.9 | 3.2 | 3.8 | 3.8 | 3.4 | 2.3 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -20.9 | 8.9 | N/A | N/A | -60.5 | -23.1 | 68.1 | -12.7 | -1.6 | 12.1 | 46.4 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2002
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See Intermediate Government Asset Class Trend Rankings |
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