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SALVX: Schroder Multi Asset Growth Adv (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/27/2007 |
Last Dividend Date: | 12/09/2011 |
12-Mo. Yield | 1.51% |
Expenses | - |
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Performance Analytics (As of 02/24/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 12/27/2007 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -10.2 | 12.0 | -2.9 | 0.0 | -8.8 | 12.5 | 24.8 | -31.1 | 0.3 |
Sharpe Ratio | NA | -0.86 | 0.77 | -0.19 | 0.0 | -0.71 | 0.63 | 1.67 | -1.55 | 38.82 |
Draw Down(%) | NA | 17.7 | 17.7 | 42.4 | 0.0 | 17.7 | 11.9 | 17.1 | 40.0 | 0.0 |
Standard Deviation(%) | NA | 11.9 | 15.5 | 16.9 | NA | 12.5 | 19.6 | 14.8 | 20.6 | 1.1 |
Treynor Ratio | NA | -0.16 | 0.14 | -0.03 | NA | -0.13 | 0.11 | 0.25 | -0.33 | 3.09 |
Alpha | NA | -0.05 | -0.01 | -0.02 | 0.0 | -0.03 | 0.01 | 0.01 | -0.06 | 0.11 |
Beta | NA | 0.63 | 0.86 | 0.91 | 0.0 | 0.67 | 1.09 | 0.98 | 0.96 | 0.14 |
RSquared | NA | 0.6 | 0.51 | 0.67 | 0.0 | 0.64 | 0.38 | 0.85 | 0.91 | 1.0 |
Yield(%) | N/A | 1.5 | 3.5 | N/A | 0.0 | 1.5 | 3.9 | 2.7 | 3.4 | 0.0 |
Dividend Growth(%) | N/A | -58.1 | N/A | N/A | -100.0 | -59.4 | 77.8 | -47.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2007
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