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MCATX: Managers CA Intermediate Tax-Free (MUTUAL FUND)
Basic Info
Asset Class: | Muni California Intermediate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/04/2005 |
Last Dividend Date: | 10/31/2013 |
12-Mo. Yield | 3.35% |
Expenses | 0.56% |
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Performance Analytics (As of 11/22/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/04/2005 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -4.8 | 3.0 | 3.2 | 0.7 | -4.8 | 6.0 | 9.2 | 1.7 | 4.5 | -5.0 | -1.7 | 0.5 | -3.7 |
Sharpe Ratio | NA | -0.75 | 0.67 | 0.81 | -0.11 | -0.82 | 2.68 | 3.48 | 0.65 | 1.9 | -0.87 | -1.44 | -1.18 | -1.93 |
Draw Down(%) | NA | 6.4 | 6.4 | 6.4 | 16.8 | 6.4 | 1.9 | 1.9 | 4.6 | 2.3 | 14.0 | 4.3 | 3.4 | 4.6 |
Standard Deviation(%) | NA | 6.5 | 4.4 | 3.9 | 3.9 | 6.5 | 2.2 | 2.6 | 2.6 | 2.3 | 6.8 | 3.3 | 2.4 | 3.3 |
Treynor Ratio | NA | -0.09 | 0.04 | 0.05 | -0.01 | -0.1 | 0.08 | 0.12 | 0.03 | 0.09 | -0.07 | -0.06 | -0.04 | -0.07 |
Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | -0.02 |
Beta | NA | 0.52 | 0.65 | 0.61 | 0.72 | 0.52 | 0.78 | 0.78 | 0.65 | 0.47 | 0.83 | 0.77 | 0.74 | 0.85 |
RSquared | NA | 0.11 | 0.26 | 0.33 | 0.52 | 0.11 | 0.73 | 0.75 | 0.77 | 0.63 | 0.78 | 0.5 | 0.59 | 0.56 |
Yield(%) | N/A | 3.3 | 3.6 | 2.7 | N/A | 2.7 | 3.3 | 3.2 | 2.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -4.3 | 429.2 | N/A | N/A | -16.7 | 9.1 | 22.2 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/04/2005
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