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CAGXX: Cash Account Trust - Government & Agency Securities Portfolio (MUTUAL FUND)
Basic Info 1 0(0.0%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (5%) |
Start Date: | 08/27/1993 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/27/1993 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.5 | 4.8 | 456.4 | 3.1 | 67.9 | 41.2 | 19.5 | -0.9 | -54.4 | 37126.8 | 0.0 | -98.4 | -54.2 | 300.6 | 3529.0 | 0.0 | 0.0 | 0.0 | 0.0 | -93.3 | -95.9 | -15.7 | 30.7 | 268.9 | 1700.0 | -88.1 | -60.4 | -80.8 | 16.7 | 16.7 | -16.1 | 4.8 | -6.3 | -2.4 | 106.1 | 3.4 |
Sharpe Ratio | NA | 0.82 | 0.72 | 0.55 | 0.0 | 0.14 | NA | NA | -0.01 | -0.71 | 26.01 | 0.0 | -0.43 | -1.45 | 13.02 | 28.9 | 0.0 | 0.0 | 0.0 | 0.0 | -0.18 | -1.38 | -2.85 | 4.88 | 16.77 | 31.23 | -1.37 | -1.47 | -4.41 | 1.94 | 1.74 | -2.67 | 0.28 | -1.1 | -0.88 | 7.04 | 0.45 |
Draw Down(%) | NA | 0.0 | 0.0 | 99.0 | 99.4 | 99.4 | NA | NA | 99.8 | 56.2 | 99.0 | 0.0 | 98.5 | 59.4 | 8.9 | 42.9 | 0.0 | 0.0 | 0.0 | 0.0 | 95.5 | 95.9 | 18.9 | 1.7 | 5.3 | 2.9 | 88.1 | 64.8 | 81.2 | 3.8 | 7.0 | 16.7 | 6.2 | 9.9 | 10.4 | 10.0 | 8.4 |
Standard Deviation(%) | NA | 1.6 | 1.4 | 823.9 | 647.9 | 495.5 | NA | NA | 299.9 | 83.1 | 1427.2 | NA | 228.8 | 38.3 | 23.0 | 123.9 | NA | NA | NA | NA | 509.6 | 69.9 | 6.6 | 5.7 | 15.9 | 54.4 | 64.7 | 41.9 | 19.0 | 6.5 | 7.8 | 7.3 | 4.5 | 8.8 | 7.1 | 14.6 | 17.8 |
Treynor Ratio | NA | -1.34 | -40.5 | 0.7 | 0.01 | 1.07 | NA | NA | -0.06 | 1.05 | 17.56 | NA | -2.26 | -2.34 | 29.79 | 24.17 | NA | NA | NA | NA | 27.62 | -15.75 | -26.81 | -7.64 | -101.41 | -343.87 | 5.69 | 4.95 | 32.89 | 34.97 | -2.71 | -4.55 | 43.2 | -2.27 | -1.99 | -27.13 | 0.48 |
Alpha | NA | 0.01 | 0.0 | 84.64 | 50.72 | 29.73 | NA | NA | 9.91 | -0.18 | 256.6 | 0.0 | -1.11 | -0.31 | 0.56 | 1.65 | 0.0 | 0.0 | 0.0 | 0.0 | 8.44 | -1.16 | -0.08 | 0.1 | 0.52 | 1.21 | -0.75 | -0.35 | -0.66 | 0.05 | 0.05 | -0.09 | 0.0 | -0.04 | -0.03 | 0.28 | 0.03 |
Beta | NA | -0.01 | 0.0 | 6.49 | 2.15 | 0.63 | NA | NA | 0.44 | -0.56 | 21.14 | 0.0 | 0.44 | 0.24 | 0.1 | 1.48 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.06 | 0.01 | -0.04 | -0.03 | -0.05 | -0.16 | -0.12 | -0.03 | 0.0 | -0.05 | 0.04 | 0.0 | 0.04 | 0.03 | -0.04 | 0.17 |
RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.02 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/27/1993
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