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SSLIX: SSgA Life Solutions Income and Gr Instl (MUTUAL FUND)
Basic Info
Asset Class: | Conservative Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/19/1997 |
Last Dividend Date: | 06/04/2012 |
12-Mo. Yield | 0.00% |
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 08/19/1997 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 3.0 | 8.8 | 1.1 | 3.9 | 4.0 | 2.3 | 4.6 | 8.8 | 13.1 | -12.9 | -4.8 | 8.2 | 3.0 | 6.9 | 17.3 | -1.8 | -3.5 | 1.8 | 7.4 | 11.1 | 1.9 |
Sharpe Ratio | NA | 0.32 | 1.1 | 0.05 | 0.29 | 0.25 | 0.87 | 0.51 | 1.09 | 1.23 | -0.75 | -1.17 | 0.97 | 0.17 | 1.06 | 2.48 | -0.32 | -0.67 | -0.29 | 0.57 | 1.12 | 0.12 |
Draw Down(%) | NA | 6.8 | 6.8 | 29.8 | 29.9 | 29.9 | 3.4 | 6.8 | 6.3 | 13.5 | 22.0 | 9.4 | 3.8 | 3.9 | 5.7 | 5.6 | 10.9 | 13.3 | 5.3 | 4.2 | 8.1 | 6.1 |
Standard Deviation(%) | NA | 9.3 | 8.0 | 11.4 | 9.3 | 9.0 | 6.4 | 9.1 | 8.0 | 10.6 | 18.5 | 6.7 | 5.1 | 5.0 | 5.6 | 6.7 | 9.0 | 8.8 | 7.6 | 7.3 | 6.9 | 15.2 |
Treynor Ratio | NA | 0.02 | 0.07 | 0.0 | 0.02 | 0.03 | 0.05 | 0.03 | 0.07 | 0.13 | -0.12 | -0.09 | 0.05 | 0.01 | 0.06 | 0.18 | -0.03 | -0.08 | -0.05 | 0.12 | 0.2 | 0.07 |
Alpha | NA | -0.02 | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | -0.03 | -0.02 | -0.01 | 0.0 | -0.04 | -0.01 | 0.0 | 0.0 | 0.03 | -0.03 | -0.04 | -0.03 | 0.04 | 0.03 | 0.02 |
Beta | NA | 1.43 | 1.26 | 1.15 | 1.1 | 0.82 | 1.03 | 1.43 | 1.29 | 1.03 | 1.17 | 0.9 | 1.05 | 0.96 | 0.97 | 0.9 | 1.04 | 0.75 | 0.45 | 0.34 | 0.39 | 0.24 |
RSquared | NA | 0.75 | 0.76 | 0.71 | 0.71 | 0.48 | 0.28 | 0.84 | 0.8 | 0.79 | 0.7 | 0.57 | 0.79 | 0.79 | 0.72 | 0.59 | 0.73 | 0.3 | 0.17 | 0.21 | 0.23 | 0.05 |
Yield(%) | N/A | 3.5 | 4.5 | 3.6 | 3.6 | N/A | 0.0 | 3.6 | 6.1 | 3.1 | 5.2 | 3.4 | 3.6 | 1.5 | 2.8 | 2.5 | 2.8 | 4.0 | 12.6 | 8.8 | 8.7 | 5.5 |
Dividend Growth(%) | N/A | -40.6 | -10.9 | 58.1 | N/A | N/A | -100.0 | -40.6 | 120.7 | -51.7 | 39.5 | -2.3 | 144.4 | -43.8 | 28.0 | -13.8 | -35.6 | -71.5 | 39.8 | 2.7 | 52.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/19/1997
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