Find A Portfolio/Ticker
Comparison Box
MPLDX: SHORT DURATION INCOME PORTFOLIO CLASS I SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/07/1992 |
| Last Dividend Date: | 06/04/2024 |
| 12-Mo. Yield | 3.07% |
| Expenses | 0.55% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/03/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/07/1992 |
2024 | 2023 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.6 | 1.2 | 46.5 | 22.9 | 15.6 | 10.9 | 8.7 | 2.4 | 6.2 | -4.2 | 0.0 | 542.6 | 4.1 | 2.1 | 2.0 | 8.4 | -0.0 | 1.4 | 1.4 | 3.3 | 1.4 | 2.2 | 6.7 | -21.5 | 3.2 | 4.0 | 2.0 | 0.9 | 1.5 | 4.9 | 8.6 | 7.9 | 3.8 | 5.6 | 6.3 | 5.3 | 10.4 | -0.2 | 5.4 | 2.3 |
| Sharpe Ratio | NA | 0.01 | -0.01 | 0.32 | 0.22 | NA | NA | 0.13 | 0.0 | 0.76 | -2.55 | -0.02 | 2.95 | 2.51 | 1.04 | 1.75 | 2.23 | -0.07 | 1.59 | 1.35 | 1.45 | 0.93 | 1.42 | 3.81 | -3.89 | 0.1 | 0.71 | -0.2 | -0.04 | 0.74 | 1.3 | 3.85 | 2.49 | 0.32 | 1.63 | 2.04 | 0.86 | 4.05 | -1.52 | 1.95 | 0.55 |
| Draw Down(%) | NA | 83.9 | 83.9 | 83.9 | 83.9 | NA | NA | 83.9 | 83.9 | 1.3 | 5.9 | 0.7 | 7.2 | 0.5 | 0.2 | 0.2 | 0.4 | 0.8 | 0.6 | 0.9 | 1.5 | 1.0 | 1.3 | 0.6 | 24.1 | 1.2 | 0.5 | 0.5 | 1.1 | 0.5 | 1.8 | 0.6 | 0.9 | 1.3 | 0.9 | 0.4 | 1.1 | 0.5 | 2.7 | 0.7 | 3.1 |
| Standard Deviation(%) | NA | 259.2 | 149.6 | 141.7 | 100.1 | NA | NA | 55.8 | 316.2 | 2.6 | 2.2 | 0.8 | 182.3 | 1.1 | 0.8 | 0.8 | 3.7 | 1.1 | 0.9 | 1.0 | 2.3 | 1.4 | 1.5 | 1.7 | 5.8 | 1.6 | 1.0 | 1.0 | 1.2 | 1.0 | 2.9 | 1.7 | 1.5 | 1.7 | 1.4 | 1.3 | 2.0 | 1.6 | 2.1 | 1.7 | 4.6 |
| Treynor Ratio | NA | 0.0 | 0.01 | 102.36 | 8.28 | NA | NA | 0.29 | 0.0 | 0.03 | -0.11 | 0.0 | 0.97 | 0.08 | 0.05 | 0.1 | 0.71 | 0.0 | 0.09 | 0.04 | -1.55 | 0.02 | 0.04 | 0.19 | -0.47 | 0.0 | 0.03 | -0.01 | 0.0 | 0.05 | 0.08 | 0.19 | 0.13 | 0.01 | 0.09 | 0.11 | 0.04 | 0.17 | -0.07 | 0.09 | 0.06 |
| Alpha | NA | 1.89 | 0.56 | 0.76 | 0.39 | NA | NA | 0.12 | 2.75 | 0.0 | -0.01 | 0.0 | 1.97 | 0.0 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 |
| Beta | NA | -8.76 | -1.58 | 0.0 | 0.03 | NA | NA | 0.24 | -14.86 | 0.63 | 0.51 | 0.33 | 5.53 | 0.33 | 0.15 | 0.14 | 0.12 | 0.29 | 0.16 | 0.35 | -0.02 | 0.53 | 0.49 | 0.35 | 0.48 | 0.38 | 0.21 | 0.35 | 0.33 | 0.16 | 0.45 | 0.34 | 0.3 | 0.37 | 0.24 | 0.25 | 0.46 | 0.39 | 0.42 | 0.38 | 0.41 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.76 | 0.73 | 0.32 | 0.0 | 0.29 | 0.07 | 0.06 | 0.0 | 0.2 | 0.06 | 0.22 | 0.0 | 0.34 | 0.42 | 0.33 | 0.11 | 0.34 | 0.15 | 0.31 | 0.33 | 0.12 | 0.18 | 0.44 | 0.25 | 0.32 | 0.23 | 0.21 | 0.44 | 0.46 | 0.33 | 0.25 | 0.07 |
| Yield(%) | N/A | 3.1 | 2.2 | 11.9 | 7.3 | 5.6 | 4.0 | N/A | 1.7 | 3.0 | 1.8 | 1.2 | 12.1 | 2.6 | 2.2 | 2.0 | 2.1 | 1.6 | 1.4 | 1.5 | 1.9 | 2.0 | 1.6 | 3.6 | 5.1 | 4.7 | 4.2 | 3.2 | 2.6 | 2.1 | 3.6 | 5.6 | 6.3 | 5.9 | 5.4 | 5.7 | 5.7 | 5.8 | 5.4 | 3.0 | 3.9 |
| Dividend Growth(%) | N/A | 24.0 | 99.6 | 527.7 | 109.4 | -11.8 | N/A | N/A | -41.6 | 58.4 | 46.5 | -36.9 | 380.1 | 14.0 | 13.8 | 0.3 | 25.2 | 17.6 | -7.7 | -18.7 | -7.1 | 29.2 | -55.2 | -48.2 | 7.7 | 11.6 | 29.5 | 21.2 | 21.8 | -40.5 | -34.9 | -8.4 | 4.1 | 8.7 | -5.1 | 0.0 | 3.5 | 0.0 | 83.9 | -24.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/07/1992
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Short-Term Bond
Best Mutual Funds
- FSHBX (FIDELITY SHORT-TERM BOND FUND FIDELITY SHORT-TERM BOND FUND) (100%)
- VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) (98%)
- MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) (98%)
- DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) (98%)
- JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) (97%)
- VBIRX (Vanguard Short-Term Bond Index Fund Admiral Shares) (97%)
- BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) (96%)
- JASBX (JANUS SHORT-TERM BOND FUND CLASS T) (96%)
Best ETFs
- BSV (Vanguard Short-Term Bond ETF) (99%)
- VCSH (Vanguard Short-Term Corporate Bond ETF) (35%)
- STIP (iShares 0-5 Year TIPS Bond ETF) (33%)
- FLRN (SPDR Bloomberg Investment Grade Floating Rate ETF) (32%)
- ISTB (iShares Core 1-5 Year USD Bond ETF) (3%)
Latest Articles Related to MPLDX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
