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FBUAX: EquiTrust Blue Chip A (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/06/2005 |
Last Dividend Date: | 07/13/2011 |
12-Mo. Yield | 4.29% |
Expenses | - |
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Performance Analytics (As of 08/25/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/06/2005 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 21.0 | 2.4 | 0.6 | 1.3 | 5.3 | 10.6 | 16.8 | -31.1 | 1.6 | 15.2 | -2.0 |
Sharpe Ratio | NA | 1.9 | 0.09 | -0.02 | 0.0 | 0.76 | 0.66 | 0.73 | -0.89 | -0.09 | 1.27 | -3.97 |
Draw Down(%) | NA | 6.3 | 41.6 | 52.9 | 52.9 | 6.3 | 13.9 | 25.8 | 40.9 | 9.7 | 6.4 | 2.6 |
Standard Deviation(%) | NA | 11.0 | 25.1 | 22.0 | 20.8 | 10.7 | 15.8 | 22.8 | 36.0 | 15.2 | 9.4 | 7.2 |
Treynor Ratio | NA | 0.57 | 0.03 | -0.01 | 0.0 | 0.31 | 0.13 | 0.21 | -0.38 | -0.02 | 0.14 | -0.3 |
Alpha | NA | 0.05 | -0.02 | -0.03 | -0.01 | 0.04 | -0.01 | -0.02 | 0.0 | -0.02 | 0.0 | -0.06 |
Beta | NA | 0.37 | 0.76 | 0.78 | 0.79 | 0.27 | 0.83 | 0.81 | 0.84 | 0.9 | 0.88 | 0.96 |
RSquared | NA | 0.4 | 0.84 | 0.85 | 0.85 | 0.28 | 0.93 | 0.95 | 0.9 | 0.88 | 0.91 | 0.77 |
Yield(%) | N/A | 4.3 | 2.2 | 1.3 | N/A | 1.3 | 2.6 | 1.7 | 1.3 | 0.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 181.8 | N/A | N/A | N/A | -46.4 | 83.0 | -13.1 | 1120.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/2005
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