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SCPZX: SCOUT CORE PLUS BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 29.84 0.07(0.23%) July 03
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (5%) |
| Start Date: | 12/30/1996 |
| Last Dividend Date: | 05/01/2025 |
| 12-Mo. Yield | 3.78% |
| Expenses | 0.40% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/30/1996 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 4.0 | 5.6 | 3.1 | -0.8 | 2.4 | 2.8 | 3.8 | 4.4 | 1.0 | 6.3 | -11.8 | -2.0 | 12.2 | 8.3 | 0.8 | 3.5 | 3.5 | 0.1 | 2.3 | -0.4 | 9.9 | 8.3 | 5.9 | 29.3 | -11.4 | 6.9 | 6.5 | 1.2 | 5.0 | 5.9 | 4.8 | 5.8 | 13.4 | -0.1 | 6.0 | 8.4 | -0.5 |
| Sharpe Ratio | NA | 0.9 | 0.43 | -0.03 | -0.43 | 0.17 | NA | NA | 0.54 | -0.97 | 0.25 | -1.47 | -0.65 | 1.39 | 1.87 | -0.18 | 1.05 | 1.11 | 0.02 | 1.85 | -0.14 | 4.98 | 2.03 | 1.15 | 2.87 | -0.97 | 1.11 | 1.06 | -0.3 | 1.05 | 1.06 | 0.73 | 0.79 | 2.4 | -0.85 | 0.67 | 1.29 | NA |
| Draw Down(%) | NA | 2.7 | 5.4 | 10.7 | 21.2 | 21.2 | NA | NA | 24.4 | 4.6 | 8.5 | 16.7 | 3.8 | 7.6 | 2.1 | 3.0 | 1.5 | 4.0 | 2.6 | 0.6 | 3.5 | 0.7 | 2.4 | 6.4 | 14.5 | 23.8 | 2.5 | 2.0 | 2.4 | 4.1 | 3.5 | 5.2 | 4.4 | 3.1 | 2.8 | 2.5 | 2.5 | 0.5 |
| Standard Deviation(%) | NA | 5.8 | 5.5 | 7.4 | 6.7 | 5.7 | NA | NA | 5.4 | 5.8 | 8.0 | 9.0 | 3.1 | 8.6 | 3.7 | 3.1 | 2.7 | 2.9 | 3.3 | 1.3 | 2.7 | 2.0 | 4.1 | 5.0 | 10.2 | 12.7 | 3.6 | 3.0 | 3.2 | 3.9 | 5.0 | 5.0 | 4.4 | 3.9 | 4.0 | 4.0 | 3.7 | 0.0 |
| Treynor Ratio | NA | 0.05 | 0.03 | 0.0 | -0.03 | 0.01 | NA | NA | 0.04 | -0.06 | 0.02 | -0.13 | -0.03 | 0.11 | 0.07 | -0.01 | 0.03 | 0.05 | 0.0 | 0.07 | -0.01 | 0.21 | 0.13 | 0.12 | 0.49 | -0.17 | 0.06 | 0.05 | -0.01 | 0.05 | 0.09 | 0.07 | 0.06 | 0.13 | -0.05 | 0.05 | 0.07 | 0.0 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.02 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.06 | -0.03 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | NA |
| Beta | NA | 0.95 | 0.95 | 1.01 | 0.98 | 0.96 | NA | NA | 0.75 | 0.99 | 1.0 | 1.02 | 0.65 | 1.11 | 0.99 | 0.97 | 0.88 | 0.67 | 0.67 | 0.31 | 0.64 | 0.48 | 0.65 | 0.49 | 0.6 | 0.72 | 0.65 | 0.69 | 0.63 | 0.75 | 0.61 | 0.54 | 0.59 | 0.69 | 0.68 | 0.51 | 0.71 | NA |
| RSquared | NA | 0.88 | 0.86 | 0.91 | 0.85 | 0.76 | NA | NA | 0.49 | 0.87 | 0.92 | 0.94 | 0.75 | 0.54 | 0.79 | 0.69 | 0.8 | 0.7 | 0.71 | 0.57 | 0.77 | 0.55 | 0.6 | 0.26 | 0.17 | 0.2 | 0.69 | 0.67 | 0.56 | 0.84 | 0.41 | 0.33 | 0.68 | 0.74 | 0.79 | 0.48 | 0.69 | 0.0 |
| Yield(%) | N/A | 1.5 | 3.8 | 4.2 | 2.7 | 3.0 | 3.3 | 4.0 | N/A | 4.6 | 4.4 | 2.6 | 1.2 | 2.1 | 4.6 | 2.2 | 1.8 | 3.8 | 2.8 | 1.5 | 1.9 | 6.6 | 7.4 | 5.1 | 9.4 | 5.9 | 5.4 | 5.0 | 2.9 | 3.8 | 4.5 | 5.6 | 4.8 | 6.8 | 6.3 | 5.9 | 5.0 | 0.5 |
| Dividend Growth(%) | N/A | -68.4 | -23.2 | 73.0 | -3.3 | -35.4 | N/A | N/A | N/A | 5.3 | 43.4 | 104.8 | -36.3 | -52.1 | 105.4 | 26.1 | -53.2 | 32.3 | 88.3 | -23.0 | -70.0 | -10.5 | 46.9 | -35.9 | 32.6 | 11.2 | 9.2 | 68.5 | -22.0 | -14.7 | -21.0 | 17.1 | -24.3 | 1.4 | 5.3 | 23.1 | 940.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1996
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