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MCI: Babson Capital Corporate Invs Common (CEF)
Basic Info 14.08 0.11(0.79%) March 30
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 03/17/1980 |
| Last Dividend Date: | 12/29/2022 |
| 12-Mo. Yield | 6.11% |
| Expenses | - |
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Performance Analytics (As of 03/24/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.4 | 0.9 | 8.2 | 18.4 | 8.3 | 7.2 | 8.7 | 8.3 | -0.6 | 32.9 | -15.7 | 23.3 | 4.3 | 6.5 | -3.6 | 16.6 | 15.0 | 5.5 | -7.9 | 27.3 | 31.2 | 42.7 | -29.8 | -6.2 | 24.9 | 13.9 | 35.4 | 27.5 | 1.6 | 2.0 | 16.5 | -8.3 | -9.5 | 33.8 | 7.7 | 14.9 | 4.6 | 13.9 | -6.7 | 31.8 | -15.4 | -23.9 | -14.3 | -7.8 | 36.3 | 23.1 | 8.7 | 7.6 | 15.6 | 34.9 | 6.9 |
| SR | NA | -0.31 | 0.26 | 0.62 | 0.26 | 0.29 | NA | 0.24 | -0.09 | 2.16 | -0.31 | 1.35 | 0.23 | 0.4 | -0.18 | 1.26 | 1.13 | 0.3 | -0.39 | 1.02 | 1.27 | 1.07 | -0.53 | -0.43 | 1.32 | 0.69 | 1.97 | 1.47 | 0.02 | -0.02 | 0.51 | -0.48 | -0.61 | 2.52 | 0.39 | 0.82 | 0.12 | 0.95 | -0.56 | 1.58 | -0.78 | -1.34 | -1.12 | -0.46 | 1.55 | 1.1 | 0.11 | 0.07 | 0.36 | 1.0 | 0.04 |
| DD(%) | NA | 6.3 | 11.5 | 19.4 | 44.6 | 44.6 | NA | 65.2 | 18.1 | 5.6 | 44.6 | 7.9 | 4.7 | 8.0 | 24.1 | 8.3 | 7.8 | 17.1 | 20.2 | 20.2 | 11.8 | 36.2 | 46.6 | 22.6 | 7.9 | 12.5 | 5.9 | 8.7 | 22.8 | 20.2 | 19.4 | 23.6 | 25.0 | 9.0 | 7.4 | 7.5 | 12.4 | 6.5 | 12.4 | 7.2 | 39.4 | 35.3 | 21.7 | 30.8 | 7.9 | 7.4 | 13.6 | 14.9 | 8.1 | 9.2 | 24.4 |
| SD(%) | NA | 15.7 | 20.0 | 24.3 | 27.3 | 22.5 | NA | 22.8 | 20.6 | 15.2 | 51.3 | 16.2 | 12.8 | 14.8 | 20.8 | 13.2 | 13.3 | 18.4 | 20.4 | 26.7 | 24.6 | 39.8 | 57.6 | 21.6 | 16.4 | 17.0 | 17.5 | 18.3 | 20.4 | 19.5 | 24.5 | 23.8 | 21.1 | 11.9 | 10.6 | 13.5 | 13.6 | 12.3 | 16.0 | 17.6 | 26.4 | 22.1 | 16.9 | 25.5 | 20.7 | 16.3 | 18.4 | 21.0 | 22.8 | 24.6 | 26.8 |
| TR | NA | -0.21 | 0.08 | 0.22 | 0.05 | 0.06 | NA | 0.11 | -0.03 | 0.5 | -0.07 | 1.51 | 0.08 | -0.87 | -0.16 | 0.47 | 1.27 | 0.08 | 0.15 | 0.25 | 2.91 | 0.29 | -0.19 | -0.47 | -0.91 | -0.32 | 3.83 | 1.41 | -0.16 | -0.02 | 0.31 | -0.16 | -0.09 | 0.76 | 0.14 | 0.2 | 0.03 | 0.14 | -10.7 | 1.46 | -0.3 | -0.78 | -3.34 | -0.11 | 0.35 | 0.87 | -0.17 | 0.14 | -0.49 | -3.96 | 0.04 |
| Alpha(%) | NA | -0.02 | 0.03 | 0.05 | 0.03 | 0.02 | NA | 0.03 | 0.02 | 0.11 | -0.06 | 0.08 | 0.02 | 0.03 | -0.02 | 0.07 | 0.06 | 0.02 | 0.0 | 0.08 | 0.11 | -0.02 | 0.08 | -0.03 | 0.09 | 0.05 | 0.12 | 0.09 | 0.01 | 0.01 | 0.06 | -0.01 | -0.01 | 0.11 | 0.02 | 0.03 | 0.04 | 0.03 | -0.03 | 0.09 | -0.01 | -0.1 | -0.07 | 0.02 | 0.12 | 0.07 | 0.01 | 0.02 | 0.04 | 0.09 | 0.03 |
| Beta(%) | NA | 0.23 | 0.63 | 0.68 | 1.37 | 1.09 | NA | 0.51 | 0.69 | 0.66 | 2.13 | 0.14 | 0.39 | -0.07 | 0.23 | 0.35 | 0.12 | 0.71 | -0.55 | 1.08 | 0.11 | 1.48 | 1.65 | 0.2 | -0.24 | -0.37 | 0.09 | 0.19 | -0.03 | 0.18 | 0.4 | 0.7 | 1.42 | 0.4 | 0.3 | 0.56 | 0.61 | 0.85 | 0.01 | 0.19 | 0.68 | 0.38 | 0.06 | 1.03 | 0.93 | 0.21 | -0.12 | 0.11 | -0.16 | -0.06 | 0.26 |
| RS | NA | 0.01 | 0.07 | 0.03 | 0.11 | 0.07 | NA | 0.01 | 0.07 | 0.01 | 0.19 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.05 | 0.0 | 0.05 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.04 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/17/1980
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