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CSI: CSI (CEF)
Basic Info
| Asset Class: | Corporate Bond |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 09/10/1984 |
| Last Dividend Date: | 12/19/2016 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 07/18/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/10/1984 |
2018 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -96.8 | -96.8 | -67.2 | -47.3 | -24.1 | -16.3 | -11.1 | -3.4 | -96.8 | 9.0 | -0.4 | 11.5 | -1.3 | 10.3 | 13.1 | 15.6 | 19.8 | -9.3 | 4.3 | 10.1 | -0.3 | 4.7 | 3.1 | 10.2 | 8.1 | 27.3 | -17.5 | 11.7 | 11.7 | 1.6 | 19.7 | -9.1 | 8.6 | 10.3 | 18.0 | 4.0 | 35.9 | 0.4 | -18.1 | 8.0 | 21.6 | 13.4 |
| Sharpe Ratio | NA | 0.99 | -0.24 | -0.26 | -0.2 | NA | NA | -0.09 | NA | 1.03 | -0.05 | 1.41 | -0.13 | 1.01 | 1.73 | 1.85 | 1.11 | -0.25 | 0.12 | 0.67 | -0.22 | 0.39 | 0.21 | 0.84 | 0.67 | 2.74 | -1.99 | 0.6 | 0.87 | -0.19 | 1.38 | -0.9 | 0.52 | 0.54 | 0.99 | -0.09 | 2.31 | -0.27 | -0.83 | 0.15 | 0.76 | 1.86 |
| Draw Down(%) | NA | 96.8 | 97.1 | 97.1 | 97.1 | NA | NA | 97.1 | 96.8 | 11.8 | 7.8 | 5.3 | 14.1 | 6.5 | 5.3 | 5.5 | 17.0 | 42.4 | 9.9 | 6.1 | 6.9 | 13.6 | 15.1 | 5.6 | 6.4 | 4.5 | 19.2 | 3.7 | 3.7 | 11.0 | 4.0 | 13.4 | 7.6 | 13.0 | 7.0 | 13.0 | 3.3 | 15.3 | 31.7 | 12.6 | 13.4 | 6.5 |
| Standard Deviation(%) | NA | 0.0 | 285.2 | 185.3 | 119.6 | NA | NA | 62.3 | 0.0 | 8.6 | 9.4 | 8.2 | 10.2 | 10.2 | 7.6 | 8.4 | 17.8 | 41.0 | 10.7 | 10.3 | 11.2 | 9.6 | 11.6 | 10.7 | 8.7 | 8.5 | 10.4 | 14.0 | 9.3 | 9.7 | 11.4 | 13.3 | 12.5 | 14.7 | 14.4 | 13.6 | 13.1 | 16.2 | 26.5 | 24.4 | 21.5 | 23.5 |
| Treynor Ratio | NA | 0.0 | 0.29 | 0.25 | 0.61 | NA | NA | 0.56 | 0.0 | 0.8 | -0.03 | 1.43 | -0.11 | 1.41 | 1.61 | 1.52 | 1.96 | -0.24 | 0.07 | -11.58 | -0.16 | 0.64 | 1.65 | 11.67 | -7.34 | -101.54 | -2.24 | 1.18 | 1.44 | -0.14 | 5.04 | -0.87 | 0.38 | -3.72 | 1.56 | -0.2 | -8.6 | -0.4 | -0.8 | 0.14 | 0.65 | 2.39 |
| Alpha | NA | 0.03 | 0.01 | 0.06 | 0.01 | NA | NA | 0.02 | NA | 0.03 | 0.0 | 0.04 | -0.02 | 0.04 | 0.05 | 0.05 | 0.07 | 0.06 | 0.0 | 0.03 | -0.01 | 0.01 | 0.01 | 0.04 | 0.02 | 0.08 | -0.09 | 0.03 | 0.03 | -0.02 | 0.06 | -0.05 | 0.02 | 0.03 | 0.05 | 0.0 | 0.11 | -0.02 | -0.09 | 0.02 | 0.05 | 0.15 |
| Beta | NA | 0.11 | -2.37 | -1.93 | -0.4 | NA | NA | -0.1 | NA | 0.11 | 0.15 | 0.08 | 0.12 | 0.07 | 0.08 | 0.1 | 0.1 | 0.42 | 0.18 | -0.01 | 0.16 | 0.06 | 0.01 | 0.01 | -0.01 | 0.0 | 0.09 | 0.07 | 0.06 | 0.14 | 0.03 | 0.14 | 0.17 | -0.02 | 0.09 | 0.06 | -0.04 | 0.11 | 0.28 | 0.28 | 0.25 | 0.18 |
| RSquared | NA | 0.0 | 0.68 | 0.54 | 0.06 | NA | NA | 0.01 | 0.0 | 0.03 | 0.06 | 0.01 | 0.02 | 0.01 | 0.06 | 0.05 | 0.02 | 0.16 | 0.07 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | 0.01 | 0.01 | 0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.11 | 0.04 | 0.02 | 0.01 |
| Yield(%) | N/A | 0.0 | 2.9 | 4.1 | 5.8 | 5.0 | 5.2 | N/A | 0.0 | 4.9 | 5.3 | 5.9 | 5.4 | 5.7 | 6.5 | 7.1 | 7.8 | 6.6 | 6.4 | 6.5 | 6.2 | 6.6 | 6.9 | 7.3 | 7.5 | 9.0 | 7.0 | 7.4 | 7.7 | 7.4 | 8.8 | 7.7 | 8.2 | 9.7 | 8.7 | 8.4 | 10.2 | 7.3 | 1.9 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -48.1 | -33.5 | -26.5 | -38.2 | N/A | N/A | N/A | -11.3 | -4.2 | 0.0 | -2.1 | -6.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -8.0 | -6.1 | -4.1 | -3.4 | -0.9 | -1.2 | -3.4 | -0.7 | -1.9 | -7.1 | -2.3 | -5.8 | -15.3 | 17.8 | -1.9 | 2.5 | 30.5 | 200.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/10/1984
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