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STUSX: SHORT-TERM U.S GOVERNMENT BOND FUND DIRECT SHARES (MUTUAL FUND)
Basic Info
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/28/2000 |
Last Dividend Date: | 11/29/2019 |
12-Mo. Yield | 1.12% |
Expenses | 0.60% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/15/2000 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.2 | 0.9 | 0.7 | 0.3 | 1.5 | 1.4 | 1.2 | 0.0 | 2.2 | 1.1 | -0.1 | 0.3 | -0.2 | -0.2 | -0.2 | -0.2 | 0.2 | 2.1 | 0.4 | 5.8 | 6.3 | 3.6 | 1.3 | 0.0 | -0.4 | 0.5 | 0.0 | 6.6 |
Sharpe Ratio | NA | 0.74 | -0.03 | -0.09 | 0.02 | NA | NA | 0.24 | 0.0 | 0.93 | -0.29 | -0.82 | 0.08 | -0.32 | -0.29 | -0.38 | -0.5 | 0.23 | 1.58 | 0.17 | 1.83 | 1.83 | 0.28 | -0.85 | -0.76 | -1.1 | -0.41 | -0.79 | 2.81 |
Draw Down(%) | NA | 0.3 | 0.9 | 1.0 | 1.1 | NA | NA | 3.7 | 0.0 | 0.3 | 0.3 | 0.6 | 0.9 | 0.7 | 0.4 | 0.5 | 0.3 | 0.4 | 0.7 | 1.0 | 2.0 | 0.5 | 0.4 | 0.6 | 1.2 | 0.8 | 1.3 | 3.3 | 0.5 |
Standard Deviation(%) | NA | 0.8 | 0.8 | 0.9 | 0.8 | NA | NA | 1.4 | NA | 0.9 | 0.8 | 0.8 | 0.9 | 0.9 | 0.6 | 0.6 | 0.6 | 0.8 | 1.3 | 1.9 | 2.7 | 1.8 | 1.2 | 1.0 | 1.2 | 1.0 | 1.5 | 3.0 | 1.1 |
Treynor Ratio | NA | 0.03 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | NA | 0.03 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.03 | 0.0 | 0.07 | 0.07 | 0.01 | -0.03 | -0.02 | -0.08 | -0.03 | -0.13 | 0.19 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.01 |
Beta | NA | 0.2 | 0.25 | 0.31 | 0.33 | NA | NA | 0.37 | 0.0 | 0.25 | 0.31 | 0.39 | 0.42 | 0.34 | 0.26 | 0.28 | 0.24 | 0.27 | 0.58 | 0.71 | 0.67 | 0.49 | 0.35 | 0.34 | 0.4 | 0.13 | 0.21 | 0.18 | 0.16 |
RSquared | NA | 0.18 | 0.19 | 0.26 | 0.28 | NA | NA | 0.28 | 0.0 | 0.25 | 0.22 | 0.23 | 0.38 | 0.33 | 0.21 | 0.22 | 0.14 | 0.23 | 0.58 | 0.75 | 0.67 | 0.46 | 0.31 | 0.3 | 0.46 | 0.09 | 0.15 | 0.04 | 0.13 |
Yield(%) | N/A | 1.1 | 0.9 | 0.6 | 0.5 | 1.4 | 1.3 | N/A | 0.0 | 1.1 | 1.0 | 0.1 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | 0.9 | 1.4 | 1.5 | 3.1 | 4.0 | 3.8 | 2.7 | 1.2 | 0.0 | 0.0 | 0.0 | 5.3 |
Dividend Growth(%) | N/A | 1.0 | 554.7 | 34.0 | N/A | N/A | N/A | N/A | -100.0 | 10.0 | 900.0 | 0.0 | N/A | N/A | N/A | -100.0 | -88.9 | -35.7 | -6.7 | -51.6 | -20.5 | 2.6 | 40.7 | 125.0 | N/A | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/15/2000
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