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SCPZX: SCOUT CORE PLUS BOND FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 28.81 0.04(0.14%) April 19
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (5%) |
Start Date: | 12/30/1996 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 4.61% |
Expenses | 0.40% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/27/2011 |
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(%) | -0.7 | -3.1 | -0.6 | -2.9 | 2.0 | 2.1 | 4.6 | 3.9 | 2.9 | 6.3 | -11.8 | -2.0 | 16.6 | 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 | -1.89 | -0.63 | -0.65 | 0.08 | 0.21 | NA | NA | 0.57 | 0.25 | -1.47 | -0.65 | 2.15 | 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 | 3.1 | 8.5 | 17.4 | 18.4 | 18.4 | NA | NA | 24.4 | 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 | 6.3 | 7.6 | 7.3 | 6.8 | 5.2 | NA | NA | 5.3 | 8.0 | 9.0 | 3.0 | 7.6 | 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 | -0.12 | -0.05 | -0.05 | 0.01 | 0.01 | NA | NA | 0.04 | 0.02 | -0.13 | -0.03 | 0.16 | 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 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -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 | 0.99 | 1.02 | 0.99 | 0.99 | 0.93 | NA | NA | 0.73 | 1.0 | 1.02 | 0.72 | 1.01 | 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 | 0.91 | 0.92 | 0.92 | 0.8 | 0.77 | NA | NA | 0.49 | 0.92 | 0.94 | 0.82 | 0.47 | 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 | 1.2 | 4.3 | 2.8 | 4.0 | 3.2 | 4.7 | 4.2 | N/A | 4.3 | 2.6 | 1.2 | 6.4 | 4.6 | 2.3 | 1.7 | 3.8 | 2.9 | 1.5 | 1.9 | 6.5 | 7.4 | 5.1 | 9.4 | 5.8 | 5.3 | 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 | -72.9 | 4.0 | -30.9 | 63.8 | N/A | N/A | N/A | N/A | 41.8 | 111.6 | -79.2 | 43.8 | 100.0 | 33.3 | -55.0 | 30.4 | 95.7 | -24.2 | -69.8 | -11.6 | 46.8 | -35.5 | 32.4 | 11.4 | 8.5 | 68.1 | -21.6 | -15.3 | -20.3 | 17.8 | -25.1 | 2.1 | 4.9 | 23.0 | 957.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/27/2011
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