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SSLGX: SSgA Life Solutions Growth Instl (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/20/1997 |
Last Dividend Date: | 06/04/2012 |
12-Mo. Yield | 2.08% |
Expenses | - |
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Performance Analytics (As of 06/05/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/20/1997 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 2.3 | 10.8 | -1.4 | 4.1 | 3.5 | 6.6 | -0.0 | 10.7 | 19.5 | -30.1 | 1.0 | 13.6 | 6.0 | 10.3 | 30.0 | -11.0 | -12.5 | -6.6 | 18.2 | 13.8 | -0.8 |
Sharpe Ratio | NA | 0.12 | 0.65 | -0.09 | 0.17 | 0.11 | 1.66 | 0.0 | 0.67 | 0.95 | -1.0 | -0.16 | 1.11 | 0.43 | 1.0 | 2.3 | -0.67 | -0.93 | -0.69 | 1.13 | 0.76 | -0.41 |
Draw Down(%) | NA | 16.9 | 17.5 | 47.9 | 47.9 | 47.9 | 4.1 | 17.5 | 13.7 | 21.8 | 40.3 | 9.0 | 8.3 | 6.8 | 7.6 | 11.7 | 23.3 | 26.3 | 13.9 | 6.4 | 19.7 | 7.8 |
Standard Deviation(%) | NA | 19.7 | 16.5 | 21.0 | 17.2 | 16.2 | 9.7 | 20.1 | 15.9 | 20.5 | 30.8 | 12.5 | 9.3 | 8.8 | 9.4 | 12.7 | 17.9 | 16.3 | 15.5 | 13.2 | 13.8 | 13.7 |
Treynor Ratio | NA | 0.03 | 0.13 | -0.03 | 0.04 | 0.02 | 0.28 | 0.0 | 0.13 | 0.26 | -0.42 | -0.03 | 0.12 | 0.05 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.01 | -0.03 | -0.01 | 0.0 | 0.04 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.81 | 0.82 | 0.76 | 0.77 | 0.77 | 0.58 | 0.83 | 0.84 | 0.74 | 0.74 | 0.75 | 0.88 | 0.82 | 0.81 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.93 | 0.92 | 0.94 | 0.79 | 0.59 | 0.53 | 0.96 | 0.92 | 0.96 | 0.96 | 0.89 | 0.93 | 0.91 | 0.86 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 2.1 | 2.3 | 1.9 | 2.3 | N/A | 0.0 | 2.2 | 2.0 | 2.2 | 1.4 | 3.8 | 2.9 | 0.9 | 1.5 | 1.5 | 0.8 | 1.3 | 21.9 | 8.9 | 10.8 | 9.2 |
Dividend Growth(%) | N/A | 20.2 | -37.8 | 63.5 | N/A | N/A | -100.0 | 19.0 | 5.0 | 11.1 | -64.7 | 41.7 | 260.0 | -37.5 | 23.1 | 85.7 | -50.0 | -95.8 | 164.8 | -15.5 | 5.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/20/1997
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