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HWFAX: SunAmerica 2015 High Watermark A (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/02/2005 |
Last Dividend Date: | 12/14/2011 |
12-Mo. Yield | 0.00% |
Expenses | 1.40% |
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Performance Analytics (As of 03/11/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/02/2005 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.6 | 3.4 | 1.9 | 3.0 | 0.0 | 0.4 | 5.5 | 6.0 | -0.9 | -5.2 | 5.3 | 9.8 | 3.3 |
Sharpe Ratio | NA | 0.51 | 1.01 | 0.37 | 0.27 | 0.0 | 0.27 | 1.5 | 1.3 | -0.16 | -0.84 | 0.22 | 0.76 | 0.31 |
Draw Down(%) | NA | 0.7 | 5.0 | 9.0 | 13.8 | 0.0 | 1.3 | 1.9 | 4.5 | 5.3 | 11.6 | 5.9 | 6.4 | 6.3 |
Standard Deviation(%) | NA | 1.0 | 3.3 | 4.7 | 6.8 | NA | 1.3 | 3.6 | 4.6 | 6.4 | 7.2 | 10.4 | 8.6 | 8.5 |
Treynor Ratio | NA | 0.03 | 0.06 | 0.03 | 0.04 | NA | 0.01 | 0.09 | 0.08 | -0.01 | -0.17 | -0.09 | 0.07 | 0.04 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.06 | -0.01 | 0.01 | 0.02 | 0.01 |
Beta | NA | 0.19 | 0.6 | 0.59 | 0.52 | 0.0 | 0.25 | 0.59 | 0.77 | 0.81 | 0.36 | -0.27 | 0.93 | 0.75 |
RSquared | NA | 0.31 | 0.63 | 0.51 | 0.16 | 0.0 | 0.38 | 0.65 | 0.75 | 0.76 | 0.15 | 0.01 | 0.15 | 0.12 |
Yield(%) | N/A | 0.0 | 1.3 | 1.4 | N/A | 0.0 | 0.0 | 2.2 | 1.8 | 1.6 | 1.4 | 9.0 | 9.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -69.4 | N/A | N/A | N/A | -100.0 | 22.3 | 14.4 | 5.5 | -85.1 | -9.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/02/2005
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