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MCAPX: Nationwide Short Duration Bond A (MUTUAL FUND)
Basic Info
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/25/2003 |
Last Dividend Date: | 09/30/2014 |
12-Mo. Yield | 1.05% |
Expenses | 0.83% |
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Performance Analytics (As of 10/27/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/25/2003 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.9 | 0.7 | 0.9 | 1.5 | 1.5 | 0.8 | -0.1 | 1.3 | 1.2 | 1.7 | 2.8 | -1.6 | 3.4 | 4.0 | 1.5 | 1.8 | 0.6 |
Sharpe Ratio | NA | 0.95 | 0.77 | 0.76 | 0.33 | 0.39 | 1.04 | -0.18 | 1.49 | 0.97 | 1.08 | 1.79 | -0.96 | 0.23 | 0.4 | -0.44 | 1.29 | 1.52 |
Draw Down(%) | NA | 0.3 | 1.2 | 1.4 | 4.5 | 4.5 | 0.3 | 1.2 | 0.3 | 0.6 | 1.4 | 0.7 | 4.5 | 0.7 | 0.5 | 0.7 | 0.4 | 0.0 |
Standard Deviation(%) | NA | 0.9 | 0.9 | 1.1 | 1.5 | 1.4 | 0.9 | 0.9 | 0.8 | 1.2 | 1.5 | 1.5 | 2.6 | 1.7 | 1.7 | 1.4 | 0.7 | 0.6 |
Treynor Ratio | NA | 0.02 | 0.02 | 0.02 | 0.01 | 0.01 | 0.02 | 0.0 | 0.03 | 0.02 | 0.03 | 0.08 | -0.06 | 0.01 | 0.01 | -0.01 | 0.05 | 0.08 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.39 | 0.42 | 0.51 | 0.47 | 0.43 | 0.39 | 0.45 | 0.36 | 0.61 | 0.61 | 0.32 | 0.4 | 0.48 | 0.81 | 0.75 | 0.19 | 0.1 |
RSquared | NA | 0.32 | 0.37 | 0.49 | 0.46 | 0.43 | 0.31 | 0.42 | 0.3 | 0.6 | 0.64 | 0.36 | 0.38 | 0.5 | 0.73 | 0.69 | 0.34 | 0.16 |
Yield(%) | N/A | 1.1 | 1.0 | 1.2 | 1.4 | N/A | 0.9 | 1.2 | 1.2 | 1.2 | 1.6 | 0.6 | 0.0 | 1.5 | 3.7 | 2.5 | 2.1 | 0.6 |
Dividend Growth(%) | N/A | 32.5 | -3.3 | -28.4 | N/A | N/A | -25.0 | 0.0 | 0.0 | -25.0 | 166.7 | N/A | -100.0 | -58.3 | 44.0 | 19.0 | 250.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/25/2003
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