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RBSFX: Credit Suisse Global High Yield Fund (MUTUAL FUND)
Basic Info
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/20/1996 |
Last Dividend Date: | 08/25/2010 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 09/28/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/20/1996 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 12.6 | 4.9 | 6.0 | 6.0 | 5.8 | 6.1 | 50.0 | -26.4 | 2.6 | 10.2 | 2.5 | 19.4 | 24.1 | -5.4 | 0.9 | -8.0 | 4.5 | -1.3 | 14.9 | 6.1 |
Sharpe Ratio | NA | 3.0 | 0.53 | 0.67 | 0.8 | 0.14 | 1.81 | 7.37 | -2.51 | -0.11 | 4.21 | 0.12 | 5.59 | 9.05 | -1.53 | -0.22 | -3.17 | 0.63 | -1.23 | -15.76 | 3.75 |
Draw Down(%) | NA | 4.4 | 35.2 | 35.4 | 35.4 | 35.4 | 4.4 | 8.2 | 33.9 | 6.3 | 2.0 | 6.3 | 2.9 | 3.4 | 13.6 | 10.5 | 14.7 | 4.1 | 10.0 | 3.3 | 0.9 |
Standard Deviation(%) | NA | 4.2 | 8.1 | 6.6 | 5.6 | 4.9 | 4.6 | 6.8 | 10.8 | 4.0 | 1.6 | 2.7 | 3.3 | 2.6 | 4.3 | 6.7 | 3.8 | 2.0 | 3.7 | 2.6 | 2.2 |
Treynor Ratio | NA | 0.22 | 0.04 | 0.05 | 0.06 | 0.01 | 0.14 | 0.56 | -0.26 | -0.01 | 0.25 | 0.01 | 0.46 | 0.61 | -0.17 | -0.04 | -0.33 | 0.07 | -0.13 | -2.03 | 0.38 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.04 | -0.02 | 0.0 | 0.02 | 0.0 | 0.06 | 0.06 | -0.03 | -0.01 | -0.04 | 0.01 | -0.02 | -0.13 | 0.02 |
Beta | NA | 0.58 | 0.96 | 0.91 | 0.72 | 0.64 | 0.61 | 0.9 | 1.04 | 0.74 | 0.28 | 0.54 | 0.4 | 0.38 | 0.39 | 0.42 | 0.36 | 0.19 | 0.35 | 0.2 | 0.22 |
RSquared | NA | 0.35 | 0.68 | 0.65 | 0.47 | 0.4 | 0.38 | 0.67 | 0.74 | 0.57 | 0.19 | 0.35 | 0.15 | 0.25 | 0.18 | 0.21 | 0.13 | 0.09 | 0.14 | 0.07 | 0.13 |
Yield(%) | N/A | 11.8 | 8.7 | 8.3 | 7.6 | N/A | 6.1 | 12.9 | 8.4 | 8.8 | 7.5 | 8.8 | 11.2 | 17.9 | 8.5 | 11.7 | 9.6 | 9.2 | 7.9 | 8.6 | 4.6 |
Dividend Growth(%) | N/A | 34.7 | -4.4 | -31.6 | N/A | N/A | -36.1 | 3.7 | -11.1 | 20.0 | -20.2 | -15.3 | -34.3 | 81.7 | -35.4 | 1.4 | -1.4 | 6.7 | -2.9 | 87.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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