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MPV: Babson Cap Participation Invs (CEF)
Basic Info 12.86 0.02(0.16%) March 30
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 10/24/1988 |
| Last Dividend Date: | 12/29/2022 |
| 12-Mo. Yield | 5.55% |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 4.4 | 12.6 | 15.3 | 6.5 | 7.5 | 8.5 | 6.7 | -4.6 | 33.7 | -21.0 | 7.2 | 6.7 | -0.7 | 3.3 | 3.9 | 2.7 | -7.4 | -12.2 | 14.2 | 13.8 | 34.8 | -31.3 | -10.3 | 4.6 | 5.6 | 14.2 | 23.9 | 3.3 | -16.8 | 6.7 | -14.6 | 3.2 | 25.7 | 1.4 | 23.7 | -7.8 | 8.5 | -14.5 | 30.2 | -19.7 | -16.5 | -1.2 |
| SR | NA | 0.64 | 0.41 | 0.72 | 0.16 | 0.27 | NA | 0.19 | -0.26 | 1.9 | -0.36 | -0.92 | -1.04 | -1.29 | -1.57 | -0.9 | -0.94 | -1.56 | -1.69 | -0.18 | -0.21 | 0.34 | -0.85 | -1.34 | -0.9 | -0.65 | -0.26 | 0.25 | -0.86 | -1.84 | -3.3 | 0.73 | 1.96 | -1.07 | 0.19 | -1.57 | -0.27 | 0.42 | -0.67 | 1.11 | -0.72 | -0.86 | -0.68 |
| DD(%) | NA | 6.9 | 13.2 | 20.0 | 54.0 | 54.0 | NA | 54.0 | 18.3 | 6.6 | 54.0 | 9.8 | 7.0 | 7.5 | 13.8 | 10.7 | 10.1 | 18.4 | 14.9 | 13.9 | 8.5 | 35.5 | 43.9 | 25.7 | 11.5 | 16.9 | 8.5 | 6.0 | 14.5 | 25.6 | 16.9 | 19.6 | 11.0 | 5.1 | 10.5 | 11.1 | 16.4 | 8.6 | 18.3 | 7.5 | 27.9 | 17.7 | 2.5 |
| SD(%) | NA | 17.7 | 23.1 | 27.1 | 31.5 | 25.3 | NA | 25.4 | 23.2 | 17.8 | 59.4 | 17.6 | 14.3 | 15.5 | 19.6 | 16.1 | 16.9 | 16.6 | 18.4 | 24.6 | 23.1 | 48.4 | 59.7 | 24.2 | 19.7 | 23.9 | 20.3 | 18.2 | 19.1 | 21.0 | 18.8 | 14.3 | 18.7 | 19.5 | 17.8 | 24.4 | 22.3 | 20.0 | 21.5 | 27.0 | 27.3 | 19.2 | 9.6 |
| TR | NA | -1.61 | 0.17 | 0.21 | 0.04 | 0.06 | NA | 0.06 | -0.1 | -13.74 | -0.09 | -1.03 | -5.03 | 8.13 | -1.21 | -1.31 | -0.67 | -0.89 | 0.57 | -0.14 | -1.05 | 0.27 | -0.46 | -1.22 | -0.69 | 5.1 | 0.15 | 0.14 | -0.38 | -0.65 | -1.29 | 0.28 | 0.62 | -0.52 | 0.04 | -0.36 | 0.53 | 0.1 | -1.4 | 0.6 | -0.48 | 1.82 | 2.39 |
| Alpha(%) | NA | 0.05 | 0.05 | 0.06 | 0.02 | 0.02 | NA | 0.03 | 0.01 | 0.12 | -0.08 | -0.05 | -0.05 | -1.18 | -0.82 | -1.49 | -0.04 | -0.94 | -0.12 | 0.01 | -0.68 | 0.06 | 0.04 | -0.09 | -0.04 | -0.74 | -0.03 | 0.02 | -0.17 | -0.11 | -0.23 | -0.01 | 0.08 | -0.01 | 0.01 | 0.07 | -0.04 | 0.01 | -0.05 | 0.09 | -0.04 | -0.07 | -0.03 |
| Beta(%) | NA | -0.07 | 0.57 | 0.94 | 1.42 | 1.1 | NA | 0.77 | 0.6 | -0.02 | 2.37 | 0.16 | 0.03 | -0.02 | 0.25 | 0.11 | 0.24 | 0.29 | -0.55 | 0.3 | 0.05 | 0.6 | 1.11 | 0.27 | 0.26 | -0.03 | -0.36 | 0.33 | 0.43 | 0.59 | 0.48 | 0.37 | 0.59 | 0.4 | 0.96 | 1.07 | -0.12 | 0.83 | 0.1 | 0.5 | 0.41 | -0.09 | -0.03 |
| RS | NA | 0.0 | 0.04 | 0.05 | 0.09 | 0.06 | NA | 0.02 | 0.04 | 0.0 | 0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.04 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/24/1988
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