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FRTRX: Frontegra Columbus Core Plus Instl (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/09/1997 |
Last Dividend Date: | 03/29/2011 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 06/06/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/09/1997 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.6 | 10.6 | 9.5 | 7.3 | 7.7 | 1.6 | 10.2 | 35.3 | -9.1 | 7.8 | 6.5 | 2.7 | 5.0 | 9.2 | 5.7 | 7.4 | 13.5 | -0.1 | 8.5 | 9.3 |
Sharpe Ratio | NA | 1.78 | 1.14 | 1.08 | 0.96 | 1.03 | 1.4 | 3.11 | 3.74 | -0.8 | 0.99 | 1.07 | 0.17 | 1.0 | 2.2 | 0.87 | 1.25 | 2.45 | -0.84 | 1.49 | 2.49 |
Draw Down(%) | NA | 2.8 | 22.6 | 23.8 | 23.8 | 23.8 | 1.2 | 2.8 | 14.5 | 23.8 | 2.5 | 2.0 | 2.4 | 4.1 | 3.5 | 5.2 | 3.5 | 3.1 | 2.8 | 2.5 | 1.4 |
Standard Deviation(%) | NA | 3.1 | 9.1 | 7.7 | 6.2 | 5.5 | 2.7 | 3.2 | 9.4 | 12.6 | 4.8 | 3.0 | 2.8 | 4.1 | 3.9 | 5.3 | 4.1 | 3.9 | 4.0 | 3.4 | 3.8 |
Treynor Ratio | NA | 0.11 | 0.15 | 0.13 | 0.09 | 0.09 | 0.07 | 0.2 | 0.55 | -0.13 | 0.08 | 0.05 | 0.01 | 0.06 | 0.14 | 0.08 | 0.09 | 0.14 | -0.05 | 0.1 | 0.13 |
Alpha | NA | 0.0 | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.08 | -0.02 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 |
Beta | NA | 0.51 | 0.68 | 0.66 | 0.65 | 0.64 | 0.52 | 0.51 | 0.64 | 0.76 | 0.61 | 0.68 | 0.63 | 0.72 | 0.6 | 0.57 | 0.59 | 0.69 | 0.68 | 0.53 | 0.72 |
RSquared | NA | 0.64 | 0.23 | 0.25 | 0.32 | 0.38 | 0.55 | 0.65 | 0.22 | 0.23 | 0.34 | 0.67 | 0.69 | 0.7 | 0.64 | 0.33 | 0.76 | 0.74 | 0.79 | 0.71 | 0.66 |
Yield(%) | N/A | 8.2 | 9.5 | 8.2 | 6.8 | N/A | 0.7 | 9.1 | 14.9 | 7.9 | 6.1 | 5.0 | 4.3 | 3.8 | 7.7 | 6.5 | 6.3 | 7.0 | 6.3 | 8.2 | 3.8 |
Dividend Growth(%) | N/A | -27.4 | 76.6 | 36.6 | N/A | N/A | -92.6 | -27.2 | 55.0 | 31.4 | 24.8 | 13.3 | 16.4 | -50.4 | 17.0 | 3.1 | -2.0 | 3.7 | -24.5 | 130.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/09/1997
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