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HCF: Healthcare Financial Partners Inc (CEF)
Basic Info
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/29/2006 |
| Last Dividend Date: | 08/16/2012 |
| 12-Mo. Yield | 6.83% |
| Expenses | - |
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Performance Analytics (As of 09/07/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/29/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.2 | 11.5 | 14.5 | -9.3 | -7.6 | 14.7 | -11.9 | 29.6 | 28.0 | -58.3 | -18.6 | 7.9 |
| Sharpe Ratio | NA | 0.95 | 0.78 | -0.31 | -0.3 | 2.43 | -0.61 | 1.39 | 0.99 | -1.12 | -1.1 | 0.94 |
| Draw Down(%) | NA | 10.1 | 23.6 | 72.2 | 74.4 | 4.0 | 23.6 | 14.5 | 29.7 | 64.1 | 21.9 | 6.9 |
| Standard Deviation(%) | NA | 12.1 | 18.5 | 30.8 | 28.4 | 9.1 | 19.7 | 21.2 | 28.2 | 52.7 | 19.8 | 13.7 |
| Treynor Ratio | NA | -0.12 | -0.16 | 0.1 | 0.1 | -0.83 | 0.13 | -0.25 | -0.23 | 0.47 | 1.44 | 0.31 |
| Alpha | NA | 0.06 | 0.07 | -0.04 | -0.02 | 0.09 | -0.02 | 0.14 | 0.14 | -0.27 | -0.08 | 0.04 |
| Beta | NA | -0.93 | -0.89 | -1.0 | -0.9 | -0.27 | -0.91 | -1.19 | -1.2 | -1.27 | -0.15 | 0.41 |
| RSquared | NA | 0.07 | 0.04 | 0.02 | 0.02 | 0.01 | 0.04 | 0.05 | 0.04 | 0.02 | 0.0 | 0.01 |
| Yield(%) | N/A | 6.8 | 9.5 | 4.6 | N/A | 4.6 | 6.8 | 10.0 | 12.8 | 9.9 | 7.8 | 3.0 |
| Dividend Growth(%) | N/A | -23.3 | -62.2 | N/A | N/A | -46.0 | -17.0 | -19.3 | -49.8 | -4.8 | 175.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/29/2006
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