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CFUNX: C/Funds:C/Fund (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/10/2006 |
Last Dividend Date: | 04/07/2008 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 07/17/2008)
Not up-to-date? TryLast 1 Week* | 1 Yr | Since 04/10/2006 |
2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -31.6 | -7.0 | -29.9 | 8.4 | 11.6 |
Sharpe Ratio | NA | -0.5 | -0.22 | -0.55 | 0.42 | 1.44 |
Draw Down(%) | NA | 33.7 | 33.7 | 33.7 | 8.2 | 6.5 |
Standard Deviation(%) | NA | 66.6 | 44.8 | 89.4 | 12.8 | 9.0 |
Treynor Ratio | NA | -0.33 | -0.09 | -0.63 | 0.04 | 0.12 |
Alpha | NA | -0.03 | 0.0 | -0.06 | 0.01 | 0.01 |
Beta | NA | 1.01 | 1.07 | 0.78 | 1.32 | 1.12 |
RSquared | NA | 0.03 | 0.05 | 0.01 | 0.89 | 0.75 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/10/2006
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See Moderate Allocation Asset Class Trend Rankings |
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Best ETFs
* Day change on 07/17/2008.Best Closed End Funds
- ERH (Allspring Utilities and High Income Fund) (100%)
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