Find A Portfolio/Ticker
Comparison Box
SLIRX: SSgA Life Solutions Income and Growth R (MUTUAL FUND)
Basic Info
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/27/2004 |
| Last Dividend Date: | 06/04/2012 |
| 12-Mo. Yield | 1.90% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
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 | 5.9 | 9.3 | 1.3 | 3.4 | 5.3 | 3.9 | 8.3 | 12.6 | -13.3 | -5.0 | 7.6 | 2.8 | 7.2 |
| Sharpe Ratio | NA | 0.67 | 1.19 | 0.06 | 0.22 | 3.1 | 0.42 | 1.05 | 1.19 | -0.77 | -1.22 | 0.84 | 0.13 | 2.28 |
| Draw Down(%) | NA | 7.2 | 7.2 | 29.9 | 30.0 | 1.8 | 7.2 | 6.8 | 13.3 | 22.4 | 9.4 | 3.8 | 3.7 | 2.3 |
| Standard Deviation(%) | NA | 8.8 | 7.8 | 11.3 | 9.4 | 4.2 | 9.1 | 7.8 | 10.5 | 18.6 | 6.6 | 5.1 | 5.0 | 5.0 |
| Treynor Ratio | NA | 0.04 | 0.08 | 0.01 | 0.02 | 0.14 | 0.03 | 0.07 | 0.12 | -0.12 | -0.09 | 0.04 | 0.01 | 0.11 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | 0.03 | -0.03 | -0.02 | -0.01 | -0.01 | -0.04 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 1.42 | 1.23 | 1.14 | 1.12 | 0.94 | 1.44 | 1.22 | 1.02 | 1.17 | 0.9 | 1.06 | 0.96 | 1.02 |
| RSquared | NA | 0.82 | 0.77 | 0.72 | 0.73 | 0.53 | 0.84 | 0.76 | 0.79 | 0.7 | 0.58 | 0.79 | 0.79 | 0.75 |
| Yield(%) | N/A | 1.9 | 3.7 | 3.2 | N/A | 0.0 | 1.9 | 5.7 | 2.9 | 4.9 | 3.2 | 3.1 | 1.6 | 2.9 |
| Dividend Growth(%) | N/A | -65.3 | -20.0 | N/A | N/A | -100.0 | -65.3 | 116.9 | -51.3 | 38.0 | 9.5 | 103.3 | -45.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/27/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
Top Rated Funds in Conservative Allocation
Best Mutual Funds
- PMCDX (PACIFIC FUNDS PORTFOLIO OPTIMIZATION MODERATE-CONSERVATIVE ADVISOR CLASS) (100%)
- EXDAX (PRO-BLEND(R) CONSERVATIVE TERM SERIES PRO-BLEND(R) CONSERVATIVE TERM SERIES CLASS S) (99%)
- EXBAX (PRO-BLEND(R) MODERATE TERM SERIES PRO-BLEND(R) MODERATE TERM SERIES CLASS S) (98%)
- TEBRX (THE TEBERG FUND THE TEBERG FUND) (98%)
- KMDNX (KINETICS MULTI-DISCIPLINARY INCOME FUND NO LOAD) (98%)
- PRPFX (PERMANENT PORTFOLIO CLASS I) (97%)
- AONIX (ONE CHOICE PORTFOLIO: VERY CONSERVATIVE INVESTOR CLASS) (97%)
- BERIX (BERWYN INCOME FUND BERWYN INCOME FUND) (96%)
- NIPAX (COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO COLUMBIA CAPITAL ALLOCATION MODERATE CONSERVATIVE PORTFOLIO CLASS Z) (96%)
- EKSCX (WELLS FARGO DIVERSIFIED INCOME BUILDER FUND CLASS C) (96%)
Best ETFs
- AOK (iShares Core Conservative Allocation ETF) (83%)
- AOM (iShares Core Moderate Allocation ETF) (82%)
- PCEF (Invesco CEF Income Composite ETF) (28%)
- IYLD (iShares Morningstar Multi-Asset Income ETF) (26%)
Best Closed End Funds
- CSQ (Calamos Strategic Total Return Closed Fund) (100%)
- FOF (Cohen & Steers Closed End Opportunity Closed Fund) (99%)
- FT (Franklin Universal Closed Fund) (99%)
- PDT (John Hancock Premium Dividend Fund) (99%)
- TPZ (Tortoise Power and Energy Infrastructure Fund) (26%)
Latest Articles Related to SLIRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
