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LAAIX: Leuthold Asset Allocation Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/02/2007 |
| Last Dividend Date: | 09/19/2013 |
| 12-Mo. Yield | 3.01% |
| Expenses | 1.12% |
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Performance Analytics (As of 01/30/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/02/2007 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.3 | 4.7 | 11.4 | 3.2 | 0.0 | 9.8 | 8.3 | -3.4 | 8.7 | 30.5 | -30.8 | 10.6 |
| Sharpe Ratio | NA | 0.79 | 0.47 | 0.86 | 0.16 | 0.0 | 1.2 | 0.92 | -0.28 | 0.58 | 1.5 | -1.1 | 0.87 |
| Draw Down(%) | NA | 7.7 | 14.8 | 14.8 | 43.4 | 0.0 | 7.7 | 9.4 | 14.8 | 12.6 | 18.7 | 43.4 | 6.6 |
| Standard Deviation(%) | NA | 8.0 | 9.9 | 13.2 | 16.3 | NA | 8.2 | 9.0 | 12.4 | 14.9 | 20.2 | 28.8 | 10.0 |
| Treynor Ratio | NA | 0.06 | 0.05 | 0.11 | 0.02 | NA | 0.09 | 0.07 | -0.04 | 0.07 | 0.27 | -0.27 | 0.09 |
| Alpha | NA | -0.03 | -0.02 | -0.02 | -0.02 | 0.0 | -0.03 | -0.02 | -0.03 | -0.03 | 0.03 | -0.03 | 0.03 |
| Beta | NA | 1.0 | 0.91 | 1.07 | 1.11 | 0.0 | 1.1 | 1.19 | 0.81 | 1.32 | 1.13 | 1.17 | 0.93 |
| RSquared | NA | 0.77 | 0.81 | 0.82 | 0.86 | 0.0 | 0.85 | 0.93 | 0.79 | 0.88 | 0.86 | 0.91 | 0.78 |
| Yield(%) | N/A | 3.0 | 2.9 | 3.2 | N/A | 0.0 | 3.1 | 3.9 | 2.1 | 0.8 | 1.7 | 2.1 | 4.4 |
| Dividend Growth(%) | N/A | -16.8 | 109.9 | N/A | N/A | -100.0 | -16.8 | 72.4 | 192.2 | -42.5 | -43.0 | -49.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
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