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SCCIX: SCOUT CORE BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.82 0.04(0.37%) June 30
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (6%) |
| Start Date: | 03/29/2001 |
| Last Dividend Date: | 06/02/2025 |
| 12-Mo. Yield | 4.36% |
| Expenses | 0.80% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/29/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 4.1 | 5.7 | 2.7 | -0.6 | 2.5 | 2.8 | 3.9 | 4.0 | 1.4 | 5.4 | -13.2 | -2.0 | 15.4 | 7.9 | 1.2 | 3.4 | 2.3 | 1.0 | 2.3 | -0.8 | 6.3 | 8.0 | 7.5 | 28.3 | -6.4 | 7.8 | 4.6 | 2.0 | 3.3 | 2.6 | 5.7 | 4.5 |
| Sharpe Ratio | NA | 0.84 | 0.37 | -0.09 | -0.44 | 0.21 | NA | NA | 0.56 | -0.37 | 0.23 | -1.75 | -0.62 | 2.9 | 1.9 | -0.05 | 0.95 | 0.7 | 0.27 | 1.62 | -0.33 | 3.25 | 2.06 | 2.21 | 3.27 | -0.68 | 1.23 | 0.38 | -0.1 | 0.54 | 0.39 | 1.28 | 0.96 |
| Draw Down(%) | NA | 2.8 | 5.0 | 11.3 | 19.2 | 19.2 | NA | NA | 19.4 | 4.1 | 8.3 | 17.6 | 3.9 | 4.8 | 2.1 | 2.6 | 1.5 | 4.4 | 2.1 | 0.6 | 3.3 | 1.0 | 1.8 | 2.4 | 11.5 | 19.4 | 2.4 | 2.2 | 2.4 | 4.3 | 3.4 | 2.1 | 3.4 |
| Standard Deviation(%) | NA | 5.7 | 5.6 | 7.2 | 6.2 | 5.1 | NA | NA | 5.0 | 5.8 | 7.8 | 8.4 | 3.2 | 5.2 | 3.4 | 3.1 | 2.9 | 3.0 | 3.5 | 1.4 | 2.7 | 1.9 | 3.9 | 3.4 | 8.6 | 10.9 | 3.8 | 3.0 | 3.0 | 4.2 | 4.7 | 3.6 | 4.2 |
| Treynor Ratio | NA | 0.05 | 0.02 | -0.01 | -0.03 | 0.01 | NA | NA | 0.04 | -0.02 | 0.02 | -0.15 | -0.03 | 0.19 | 0.07 | 0.0 | 0.03 | 0.03 | 0.01 | 0.06 | -0.01 | 0.13 | 0.12 | 0.14 | 0.4 | -0.1 | 0.07 | 0.02 | 0.0 | 0.03 | 0.03 | 0.09 | 0.07 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.03 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.05 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 0.93 | 0.95 | 0.98 | 0.95 | 0.91 | NA | NA | 0.76 | 0.99 | 0.97 | 0.95 | 0.75 | 0.78 | 0.91 | 0.94 | 0.92 | 0.7 | 0.71 | 0.36 | 0.62 | 0.48 | 0.69 | 0.54 | 0.71 | 0.72 | 0.72 | 0.72 | 0.65 | 0.76 | 0.64 | 0.53 | 0.57 |
| RSquared | NA | 0.88 | 0.86 | 0.91 | 0.9 | 0.84 | NA | NA | 0.6 | 0.87 | 0.92 | 0.94 | 0.81 | 0.6 | 0.78 | 0.67 | 0.77 | 0.72 | 0.75 | 0.6 | 0.76 | 0.59 | 0.76 | 0.69 | 0.32 | 0.27 | 0.75 | 0.73 | 0.66 | 0.74 | 0.5 | 0.63 | 0.69 |
| Yield(%) | N/A | 1.8 | 4.4 | 3.7 | 2.7 | 3.0 | 3.0 | 3.7 | N/A | 4.3 | 3.8 | 2.0 | 1.1 | 3.5 | 4.5 | 2.2 | 1.8 | 3.7 | 1.7 | 1.2 | 1.7 | 3.4 | 6.1 | 3.0 | 7.3 | 5.2 | 4.7 | 4.7 | 3.3 | 3.0 | 3.6 | 3.1 | 3.7 |
| Dividend Growth(%) | N/A | -58.3 | 3.0 | 21.2 | 11.9 | -15.6 | N/A | N/A | N/A | 11.8 | 64.0 | 74.5 | -64.5 | -20.1 | 100.4 | 27.2 | -52.5 | 122.6 | 36.7 | -31.2 | -47.1 | -43.4 | 109.6 | -50.0 | 22.2 | 15.1 | -0.2 | 38.3 | 14.1 | -18.9 | 20.5 | -15.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/29/2001
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