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GCSTX: GE Conservative Strategy (MUTUAL FUND)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/25/2000 |
Last Dividend Date: | 06/22/2009 |
12-Mo. Yield | 5.43% |
Expenses | - |
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Performance Analytics (As of 07/28/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/25/2000 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -11.5 | -0.5 | 1.3 | -0.7 | 4.1 | -19.3 | 8.4 | 10.0 | 1.9 | 3.7 | 10.2 | -12.6 | -4.7 | -3.7 |
Sharpe Ratio | NA | -0.6 | -0.17 | -0.06 | -0.25 | 0.58 | -1.1 | 0.65 | 0.94 | -0.04 | 0.46 | 1.5 | -1.09 | -0.9 | -1.35 |
Draw Down(%) | NA | 24.7 | 29.9 | 29.9 | 29.9 | 11.7 | 27.9 | 4.0 | 5.0 | 3.0 | 5.1 | 5.4 | 14.0 | 9.8 | 5.5 |
Standard Deviation(%) | NA | 19.8 | 13.3 | 10.9 | 10.2 | 12.4 | 18.3 | 8.4 | 7.2 | 5.1 | 6.0 | 6.3 | 12.5 | 7.9 | 12.8 |
Treynor Ratio | NA | 2.1 | 0.4 | 0.12 | 0.7 | -1.3 | 3.63 | -0.67 | -2.17 | 0.11 | 1.64 | -3.07 | 7.74 | -2.99 | 8.13 |
Alpha | NA | -0.06 | -0.02 | -0.01 | -0.01 | 0.04 | -0.09 | 0.02 | 0.03 | 0.0 | 0.01 | 0.04 | -0.06 | -0.03 | -0.07 |
Beta | NA | -0.06 | -0.06 | -0.05 | -0.04 | -0.06 | -0.06 | -0.08 | -0.03 | -0.02 | 0.02 | -0.03 | -0.02 | 0.02 | -0.02 |
RSquared | NA | 0.02 | 0.02 | 0.01 | 0.01 | 0.02 | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 5.4 | 4.2 | 2.7 | N/A | 0.7 | 4.6 | 3.4 | 3.3 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 57.4 | N/A | N/A | N/A | -88.9 | 42.1 | 8.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/25/2000
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