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INMUX: RiverSource Balanced A (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 01/03/1986 |
Last Dividend Date: | 12/16/2010 |
12-Mo. Yield | 1.59% |
Expenses | - |
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Performance Analytics (As of 05/18/2011)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1986 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 16.2 | 1.4 | 3.2 | 2.1 | 3.3 | 5.5 | 7.0 | 4.3 | 12.3 | 24.4 | -29.6 | 1.6 | 15.0 | 3.6 | 8.4 | 19.5 | -15.2 | -12.7 | -11.1 | 7.4 | 9.3 | 18.9 | 13.6 | 25.0 | -3.0 | 14.4 | 10.5 | 23.7 | -3.0 | 18.7 | 15.6 | 5.9 | 23.8 |
Sharpe Ratio | NA | 1.44 | 0.06 | 0.12 | 0.05 | NA | NA | 0.2 | 1.44 | 0.97 | 1.3 | -1.14 | -0.14 | 1.77 | 0.21 | 1.08 | 1.88 | -1.04 | -0.85 | -0.95 | 0.27 | 0.56 | -4.83 | 1.41 | 4.23 | -0.94 | 2.33 | 1.45 | 2.27 | -0.91 | 1.62 | 1.11 | 0.08 | 2.19 |
Draw Down(%) | NA | 6.0 | 40.6 | 44.5 | 44.5 | NA | NA | 44.5 | 4.3 | 11.7 | 19.1 | 38.7 | 7.6 | 4.7 | 4.6 | 6.1 | 8.7 | 24.7 | 26.9 | 16.4 | 10.6 | 11.8 | 5.6 | 3.6 | 2.0 | 8.0 | 3.3 | 2.6 | 3.2 | 12.8 | 4.6 | 4.7 | 24.2 | 5.2 |
Standard Deviation(%) | NA | 11.2 | 20.0 | 16.9 | 14.2 | NA | NA | 12.4 | 8.1 | 12.6 | 18.8 | 26.8 | 10.3 | 6.6 | 6.7 | 6.9 | 10.0 | 15.6 | 18.0 | 16.0 | 15.1 | 10.6 | 7.5 | 7.1 | 5.0 | 6.3 | 5.3 | 5.5 | 8.7 | 9.1 | 8.0 | 9.8 | 22.5 | 9.0 |
Treynor Ratio | NA | 0.14 | 0.01 | 0.02 | 0.01 | NA | NA | 0.02 | 0.12 | 0.1 | 0.22 | -0.27 | -0.01 | 0.12 | 0.01 | 0.08 | 0.18 | -0.15 | -0.11 | -0.16 | 0.05 | 0.07 | -0.54 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.03 | -0.03 | -0.02 | NA | NA | 0.01 | -0.01 | -0.01 | 0.01 | -0.02 | -0.02 | 0.02 | 0.0 | 0.0 | 0.0 | -0.02 | -0.03 | -0.04 | -0.02 | -0.02 | -0.06 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.13 | 1.13 | 1.13 | 1.12 | NA | NA | 1.06 | 0.96 | 1.17 | 1.12 | 1.13 | 1.1 | 0.96 | 1.0 | 0.93 | 1.04 | 1.1 | 1.4 | 0.93 | 0.91 | 0.9 | 0.67 | 0.81 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.92 | 0.97 | 0.97 | 0.96 | NA | NA | 0.63 | 0.7 | 0.97 | 0.97 | 0.98 | 0.96 | 0.93 | 0.94 | 0.89 | 0.96 | 0.96 | 0.94 | 0.68 | 0.44 | 0.91 | 0.81 | 0.42 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.6 | 1.9 | 2.3 | 1.9 | 4.5 | 6.2 | N/A | 0.0 | 1.9 | 2.7 | 2.7 | 2.5 | 2.4 | 2.4 | 1.4 | 2.1 | 2.3 | 1.8 | 2.4 | 9.7 | 14.2 | 16.6 | 10.3 | 5.9 | 8.7 | 10.2 | 12.1 | 8.7 | 9.0 | 13.0 | 11.8 | 17.0 | 16.6 |
Dividend Growth(%) | N/A | -24.9 | -19.6 | 23.1 | -83.2 | N/A | N/A | N/A | -100.0 | -12.3 | -30.2 | 6.2 | 13.7 | 3.0 | 90.2 | -25.5 | -25.0 | 15.8 | -36.2 | -76.3 | -35.8 | -12.2 | 65.6 | 106.3 | -39.3 | -12.2 | -17.3 | 58.7 | -15.3 | -26.3 | 10.4 | -36.0 | 8.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
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