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SCCIX: SCOUT CORE BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 10.46 0.02(0.19%) April 23
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (5%) |
Start Date: | 03/29/2001 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 3.75% |
Expenses | 0.80% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/26/2011 |
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(%) | 0.6 | -2.9 | -0.8 | -3.6 | 1.2 | 1.7 | 4.2 | 3.7 | 2.3 | 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 | -2.16 | -0.61 | -0.84 | -0.07 | 0.13 | NA | NA | 0.56 | 0.15 | -1.75 | -0.62 | 2.91 | 1.92 | -0.02 | 0.96 | 0.7 | 0.27 | 1.62 | -0.33 | 3.26 | 2.06 | 2.21 | 3.27 | -0.67 | 1.27 | 0.43 | -0.07 | 0.55 | 0.4 | 1.29 | 0.99 |
Draw Down(%) | NA | 3.9 | 8.2 | 18.3 | 19.2 | 19.2 | NA | NA | 19.4 | 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 | 6.3 | 7.5 | 7.0 | 6.2 | 4.8 | NA | NA | 5.0 | 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 | -0.14 | -0.05 | -0.06 | 0.0 | 0.01 | NA | NA | 0.04 | 0.01 | -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 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -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 | 0.99 | 1.0 | 0.95 | 0.92 | 0.88 | NA | NA | 0.75 | 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 | 0.91 | 0.91 | 0.92 | 0.86 | 0.82 | NA | NA | 0.59 | 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 | 1.0 | 4.0 | 2.4 | 3.1 | 2.7 | 3.9 | 3.7 | N/A | 3.9 | 2.1 | 1.0 | 3.6 | 4.3 | 2.1 | 2.1 | 3.9 | 1.8 | 1.2 | 1.7 | 3.5 | 6.0 | 3.1 | 7.4 | 5.3 | 4.7 | 4.6 | 3.4 | 2.9 | 3.7 | 3.0 | 3.6 |
Dividend Growth(%) | N/A | -73.8 | 41.9 | -18.9 | 37.2 | N/A | N/A | N/A | N/A | 61.5 | 100.0 | -69.0 | -14.3 | 104.2 | 0.0 | -46.7 | 114.3 | 50.0 | -30.0 | -50.0 | -40.3 | 103.0 | -49.2 | 22.6 | 15.2 | 2.2 | 32.4 | 17.2 | -21.6 | 27.6 | -17.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/26/2011
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