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IDMYX: RiverSource Balanced R4 (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/16/2010 |
| 12-Mo. Yield | 1.68% |
| Expenses | - |
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Performance Analytics (As of 05/18/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/21/1996 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 16.3 | 1.5 | 3.3 | 1.7 | 0.4 | 4.3 | 12.5 | 24.6 | -29.5 | 1.7 | 15.2 | 3.7 | 8.5 | 18.5 | -17.3 | -14.5 | -13.2 | -2.5 | -5.2 | 15.5 | 0.8 |
| Sharpe Ratio | NA | 1.47 | 0.06 | 0.13 | 0.02 | -0.12 | 1.51 | 0.99 | 1.31 | -1.12 | -0.12 | 1.8 | 0.23 | 1.08 | 1.78 | -1.18 | -0.95 | -1.08 | -0.44 | -0.53 | 1.53 | -0.17 |
| Draw Down(%) | NA | 6.0 | 40.4 | 44.1 | 44.1 | 52.5 | 4.2 | 11.7 | 19.0 | 38.6 | 7.2 | 4.7 | 4.5 | 6.1 | 8.7 | 26.1 | 27.7 | 17.4 | 11.9 | 13.3 | 6.6 | 7.2 |
| Standard Deviation(%) | NA | 11.0 | 19.9 | 16.8 | 14.1 | 14.2 | 7.8 | 12.5 | 18.8 | 27.0 | 10.3 | 6.6 | 6.7 | 7.0 | 10.0 | 15.6 | 17.9 | 16.1 | 13.1 | 16.1 | 7.8 | 11.2 |
| Treynor Ratio | NA | 0.15 | 0.01 | 0.02 | 0.0 | -0.02 | 0.13 | 0.11 | 0.22 | -0.27 | -0.01 | 0.12 | 0.02 | 0.08 | 0.17 | -0.17 | -0.12 | -0.19 | -0.06 | -0.08 | 0.19 | -0.03 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | -0.01 | -0.01 | 0.01 | -0.02 | -0.02 | 0.02 | 0.0 | 0.0 | -0.01 | -0.03 | -0.04 | -0.05 | -0.04 | -0.07 | 0.01 | -0.02 |
| Beta | NA | 1.11 | 1.13 | 1.13 | 1.12 | 1.06 | 0.92 | 1.17 | 1.12 | 1.14 | 1.11 | 0.96 | 0.99 | 0.94 | 1.04 | 1.1 | 1.4 | 0.93 | 0.89 | 1.05 | 0.62 | 0.61 |
| RSquared | NA | 0.92 | 0.97 | 0.97 | 0.96 | 0.84 | 0.73 | 0.97 | 0.98 | 0.98 | 0.97 | 0.94 | 0.94 | 0.89 | 0.96 | 0.96 | 0.94 | 0.67 | 0.58 | 0.6 | 0.72 | 0.23 |
| Yield(%) | N/A | 1.7 | 2.0 | 2.4 | 1.6 | N/A | 0.0 | 2.0 | 2.8 | 2.8 | 2.6 | 2.6 | 2.6 | 1.4 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 13.5 | 0.0 |
| Dividend Growth(%) | N/A | -25.7 | -19.3 | 129.7 | N/A | N/A | -100.0 | -12.9 | -29.3 | 7.3 | 11.3 | 2.8 | 90.8 | 39.4 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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