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OBFVX: Old Mutual Focused Z (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/22/2000 |
Last Dividend Date: | 12/08/2011 |
12-Mo. Yield | 1.46% |
Expenses | - |
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Performance Analytics (As of 04/13/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/22/2000 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.6 | 5.1 | 17.2 | 2.1 | 5.5 | 5.0 | 10.9 | -0.8 | 9.4 | 32.7 | -32.7 | 3.0 | 22.9 | 1.9 | 14.1 | 33.4 | -28.6 | 3.4 | 16.3 |
Sharpe Ratio | NA | 0.19 | 0.81 | 0.05 | 0.19 | 0.16 | 3.12 | -0.03 | 0.52 | 1.25 | -0.89 | 0.0 | 1.92 | -0.02 | 1.02 | 1.81 | -1.14 | 0.05 | 0.63 |
Draw Down(%) | NA | 21.4 | 21.4 | 51.7 | 51.7 | 51.7 | 5.6 | 21.4 | 17.0 | 25.7 | 44.8 | 10.8 | 6.2 | 6.5 | 12.4 | 16.4 | 37.7 | 23.7 | 15.4 |
Standard Deviation(%) | NA | 26.8 | 21.1 | 26.2 | 22.0 | 21.8 | 14.3 | 26.6 | 17.9 | 26.1 | 37.6 | 14.6 | 10.2 | 10.2 | 12.9 | 18.0 | 26.1 | 21.6 | 23.7 |
Treynor Ratio | NA | 0.05 | 0.17 | 0.02 | 0.04 | 0.04 | 0.37 | -0.01 | 0.1 | 0.35 | -0.37 | 0.0 | 0.22 | 0.0 | 0.13 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.03 | -0.03 | -0.03 | -0.02 | 0.0 | -0.01 | -0.01 | -0.02 | 0.02 | 0.01 | -0.01 | 0.03 | -0.01 | 0.02 | NA | NA | NA | NA |
Beta | NA | 1.12 | 1.02 | 0.95 | 0.95 | 0.95 | 1.21 | 1.1 | 0.94 | 0.94 | 0.9 | 0.88 | 0.91 | 0.92 | 1.05 | NA | NA | NA | NA |
RSquared | NA | 0.96 | 0.94 | 0.94 | 0.74 | 0.61 | 0.89 | 0.97 | 0.92 | 0.96 | 0.95 | 0.91 | 0.82 | 0.85 | 0.74 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.5 | 4.0 | 2.7 | 2.1 | N/A | 0.0 | 1.5 | 6.7 | 0.8 | 1.3 | 4.3 | 0.3 | 0.5 | 0.0 | 0.0 | 0.0 | 0.8 | 2.8 |
Dividend Growth(%) | N/A | -77.2 | 33.4 | 2107.6 | N/A | N/A | -100.0 | -77.5 | 992.3 | -58.1 | -69.9 | 1616.7 | -33.3 | N/A | N/A | N/A | -100.0 | -67.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/22/2000
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