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SLBRX: SSgA Life Solutions Balanced R (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/27/2004 |
| Last Dividend Date: | 06/04/2012 |
| 12-Mo. Yield | 14.15% |
| Expenses | - |
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Performance Analytics (As of 06/05/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/27/2004 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.8 | 10.0 | -0.1 | 3.4 | 7.6 | 0.9 | 8.9 | 15.8 | -22.3 | -1.9 | 10.2 | 4.4 | 8.8 |
| Sharpe Ratio | NA | 0.34 | 0.83 | -0.04 | 0.16 | 2.93 | 0.06 | 0.75 | 1.02 | -0.95 | -0.54 | 0.96 | 0.33 | 2.13 |
| Draw Down(%) | NA | 12.1 | 12.5 | 39.7 | 39.7 | 3.0 | 12.5 | 10.2 | 17.9 | 31.8 | 8.5 | 6.2 | 5.2 | 3.9 |
| Standard Deviation(%) | NA | 14.0 | 12.0 | 15.9 | 13.2 | 6.5 | 14.3 | 11.8 | 15.4 | 24.4 | 9.2 | 7.2 | 6.8 | 6.6 |
| Treynor Ratio | NA | 0.05 | 0.1 | -0.01 | 0.02 | 0.27 | 0.01 | 0.08 | 0.17 | -0.23 | -0.05 | 0.07 | 0.02 | 0.14 |
| Alpha | NA | 0.0 | -0.01 | -0.02 | -0.01 | 0.05 | -0.01 | -0.02 | -0.01 | 0.0 | -0.03 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.02 | 0.98 | 0.98 | 0.7 | 1.03 | 1.06 | 0.9 | 0.99 | 0.94 | 1.04 | 1.01 | 0.98 |
| RSquared | NA | 0.93 | 0.93 | 0.91 | 0.91 | 0.59 | 0.97 | 0.92 | 0.94 | 0.9 | 0.87 | 0.94 | 0.94 | 0.91 |
| Yield(%) | N/A | 14.1 | 6.8 | 3.7 | N/A | 0.0 | 14.5 | 1.3 | 1.6 | 1.3 | 2.9 | 2.9 | 1.4 | 2.5 |
| Dividend Growth(%) | N/A | 1049.3 | 122.3 | N/A | N/A | -100.0 | 1049.3 | -2.7 | -6.2 | -57.4 | 6.8 | 116.0 | -40.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/27/2004
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See Moderate Allocation Asset Class Trend Rankings |
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