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REMIX: Standpoint Multi-Asset Fund Investor Class (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/02/2007 |
Last Dividend Date: | 01/02/2014 |
12-Mo. Yield | 0.14% |
Expenses | 1.50% |
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Performance Analytics (As of 11/20/2014)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/02/2007 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.4 | 13.1 | 9.3 | 2.0 | 0.8 | 24.0 | 11.8 | -1.9 | 12.0 | 17.1 | -41.6 | 10.9 |
Sharpe Ratio | NA | 0.58 | 1.08 | 0.55 | 0.07 | 0.1 | 1.9 | 0.94 | -0.08 | 0.59 | 0.63 | -1.15 | 0.42 |
Draw Down(%) | NA | 6.6 | 9.8 | 22.4 | 59.2 | 6.6 | 7.1 | 9.8 | 22.4 | 17.9 | 27.0 | 50.3 | 14.3 |
Standard Deviation(%) | NA | 9.3 | 12.1 | 16.8 | 22.3 | 9.1 | 12.6 | 12.6 | 23.8 | 20.2 | 26.9 | 36.7 | 21.4 |
Treynor Ratio | NA | 0.1 | 0.15 | 0.09 | 0.02 | 0.02 | 0.22 | 0.12 | -0.02 | 0.11 | 0.18 | -0.49 | 0.07 |
Alpha | NA | -0.02 | -0.02 | -0.03 | -0.03 | -0.02 | -0.04 | -0.01 | -0.01 | -0.01 | -0.03 | -0.06 | 0.03 |
Beta | NA | 0.57 | 0.87 | 0.98 | 0.94 | 0.53 | 1.09 | 0.95 | 0.98 | 1.06 | 0.95 | 0.86 | 1.21 |
RSquared | NA | 0.45 | 0.81 | 0.89 | 0.9 | 0.42 | 0.92 | 0.96 | 0.95 | 0.91 | 0.93 | 0.93 | 0.86 |
Yield(%) | N/A | 0.1 | 0.5 | 0.7 | N/A | 0.1 | 0.7 | 0.3 | 0.3 | 1.5 | 0.5 | 2.0 | 0.0 |
Dividend Growth(%) | N/A | -75.6 | -37.2 | N/A | N/A | -75.0 | 128.6 | 16.7 | -78.6 | 250.0 | -85.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/02/2007
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See LARGE BLEND Asset Class Trend Rankings |
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