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SLA: American Select (CEF)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/14/1993 |
| Last Dividend Date: | 09/03/2014 |
| 12-Mo. Yield | 11.65% |
| Expenses | - |
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Performance Analytics (As of 09/05/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/14/1993 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | 26.0 | 10.5 | 10.3 | 7.2 | 9.1 | 16.1 | 17.9 | 20.8 | -5.6 | 17.9 | 5.6 | 3.6 | 32.0 | -10.6 | -0.4 | 10.2 | 7.1 | -1.1 | 16.1 | 8.9 | 22.8 | 11.4 | 19.9 | 19.8 | 35.6 | 25.6 | 83.9 | 93.5 | 4.8 |
| Sharpe Ratio | NA | 3.78 | 0.98 | 0.88 | 0.37 | NA | NA | 0.81 | 5.27 | -0.56 | 1.5 | 0.46 | 0.24 | 1.48 | -0.35 | -0.18 | 0.71 | 0.49 | -0.2 | 1.34 | 0.48 | 2.0 | 0.61 | 1.74 | 1.57 | -1.54 | 1.44 | 3.41 | 2.18 | 0.56 |
| Draw Down(%) | NA | 2.7 | 13.7 | 15.4 | 38.0 | NA | NA | 38.0 | 2.5 | 12.8 | 9.9 | 11.2 | 15.4 | 24.7 | 36.3 | 18.8 | 7.2 | 8.5 | 16.0 | 11.3 | 12.5 | 6.3 | 4.4 | 3.9 | 2.6 | 3.3 | 8.0 | 7.8 | 15.9 | 6.3 |
| Standard Deviation(%) | NA | 6.9 | 10.7 | 11.7 | 16.6 | NA | NA | 17.4 | 6.1 | 10.0 | 12.0 | 12.2 | 14.2 | 21.5 | 32.8 | 18.6 | 9.8 | 10.1 | 10.1 | 11.5 | 16.4 | 10.4 | 12.1 | 9.6 | 10.5 | 12.7 | 15.2 | 23.5 | 41.5 | 26.1 |
| Treynor Ratio | NA | 0.55 | 0.27 | 0.49 | 21.72 | NA | NA | 1.62 | 0.63 | -0.07 | 3.12 | -0.91 | 0.16 | -0.59 | 1.16 | -0.42 | 0.98 | 0.09 | -0.05 | 1.9 | 0.41 | 77.7 | 0.43 | -3.06 | 2.97 | -0.37 | 0.31 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.08 | 0.03 | 0.03 | 0.02 | NA | NA | 0.05 | 0.1 | -0.02 | 0.07 | 0.03 | 0.01 | 0.15 | -0.03 | -0.01 | 0.03 | 0.02 | -0.01 | 0.06 | 0.03 | 0.08 | 0.03 | 0.06 | 0.06 | 0.0 | 0.07 | NA | NA | NA |
| Beta | NA | 0.47 | 0.38 | 0.21 | 0.0 | NA | NA | 0.09 | 0.51 | 0.76 | 0.06 | -0.06 | 0.22 | -0.55 | -0.1 | 0.08 | 0.07 | 0.56 | 0.37 | 0.08 | 0.19 | 0.0 | 0.17 | -0.05 | 0.06 | 0.52 | 0.7 | NA | NA | NA |
| RSquared | NA | 0.04 | 0.02 | 0.01 | 0.0 | NA | NA | 0.0 | 0.06 | 0.08 | 0.0 | 0.0 | 0.01 | 0.03 | 0.0 | 0.0 | 0.0 | 0.04 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | 0.04 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 11.7 | 8.9 | 9.7 | 7.6 | 9.2 | 21.1 | N/A | 5.3 | 9.8 | 8.1 | 9.8 | 12.4 | 10.0 | 7.2 | 8.1 | 8.9 | 9.7 | 7.3 | 8.3 | 9.8 | 9.5 | 8.8 | 9.8 | 10.6 | 13.6 | 14.5 | 41.9 | 61.3 | 11.4 |
| Dividend Growth(%) | N/A | 48.8 | -21.5 | 3.0 | -20.2 | N/A | N/A | N/A | -54.3 | 33.2 | -20.6 | -26.7 | 43.5 | 19.0 | -17.9 | -8.1 | -11.6 | 19.6 | -4.7 | -17.5 | 17.1 | 11.1 | -4.7 | 1.6 | -5.3 | 1.9 | -56.2 | -26.1 | 402.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/14/1993
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