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TEBRX: Teberg (MUTUAL FUND)
Basic Info 17.5 0.21(1.19%) May 31
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (98%) |
| Start Date: | 05/03/2002 |
| Last Dividend Date: | 12/30/2020 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.99% |
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Performance Analytics (As of 05/26/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.2 | 15.5 | 4.4 | 13.5 | 9.2 | 7.6 | 5.9 | 5.2 | -22.7 | 25.4 | 20.6 | 26.5 | -6.7 | 15.2 | -0.3 | -7.7 | 14.3 | 11.1 | 4.4 | -0.8 | 5.8 | 38.6 | -33.7 | 3.8 | 8.3 | 2.1 | 2.9 | 19.5 | -4.2 |
| SR | NA | 1.84 | 0.1 | 0.59 | 0.36 | 0.38 | NA | 0.29 | -0.87 | 1.67 | 0.65 | 2.05 | -0.56 | 2.49 | -0.05 | -0.36 | 1.37 | 2.58 | 0.73 | -0.12 | 0.5 | 3.13 | -1.46 | 0.13 | 1.01 | 0.0 | 0.21 | 3.33 | -0.79 |
| DD(%) | NA | 7.6 | 19.2 | 30.3 | 32.2 | 32.2 | NA | 44.4 | 30.3 | 6.0 | 32.2 | 8.1 | 17.7 | 2.7 | 11.9 | 20.6 | 6.6 | 2.6 | 9.0 | 8.6 | 11.4 | 15.9 | 39.7 | 5.7 | 4.9 | 5.5 | 10.0 | 4.6 | 11.9 |
| SD(%) | NA | 18.1 | 24.4 | 21.1 | 21.9 | 17.8 | NA | 14.4 | 27.9 | 15.2 | 31.3 | 12.3 | 14.4 | 5.9 | 9.4 | 21.4 | 10.4 | 4.3 | 6.0 | 6.7 | 11.3 | 12.3 | 23.6 | 6.2 | 5.0 | 6.1 | 9.1 | 5.6 | 9.3 |
| TR | NA | 0.2 | 0.01 | 0.06 | 0.04 | 0.03 | NA | 0.03 | -0.15 | 0.22 | 0.09 | 19.33 | -0.03 | 0.13 | 0.0 | -0.03 | 0.1 | 0.3 | 0.07 | -0.01 | 0.04 | 0.36 | -0.26 | 0.01 | 0.06 | 0.0 | -0.11 | -1.2 | 2.95 |
| Alpha(%) | NA | 0.16 | 0.07 | 0.04 | 0.01 | 0.0 | NA | -0.01 | -0.08 | 0.03 | 0.02 | 0.09 | 0.01 | 0.01 | -0.03 | -0.04 | 0.01 | 0.03 | 0.0 | -0.03 | -0.04 | 0.07 | -0.1 | 0.0 | 0.0 | 0.0 | 0.01 | 0.07 | -0.03 |
| Beta(%) | NA | 1.68 | 1.97 | 2.0 | 2.1 | 1.99 | NA | 1.38 | 1.58 | 1.18 | 2.18 | 0.01 | 2.32 | 1.1 | 1.09 | 2.83 | 1.38 | 0.37 | 0.59 | 0.79 | 1.5 | 1.08 | 1.31 | 0.8 | 0.78 | 0.84 | -0.18 | -0.16 | -0.02 |
| RS | NA | 0.34 | 0.56 | 0.48 | 0.61 | 0.53 | NA | 0.41 | 0.39 | 0.19 | 0.83 | 0.02 | 0.66 | 0.24 | 0.28 | 0.5 | 0.23 | 0.16 | 0.12 | 0.46 | 0.55 | 0.64 | 0.56 | 0.52 | 0.44 | 0.41 | 0.01 | 0.02 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/06/2002
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