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TSDGX: Touchstone Short Duration Fixed Income Z (MUTUAL FUND)
Basic Info
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/24/1999 |
Last Dividend Date: | 04/30/2013 |
12-Mo. Yield | 1.69% |
Expenses | 0.74% |
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Performance Analytics (As of 05/20/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/24/1999 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 1.5 | 1.7 | 2.5 | 2.5 | 1.9 | 0.2 | 2.0 | 1.5 | 2.5 | 4.9 | 2.5 | 4.9 | 4.0 | 1.5 | 2.1 | -0.8 | 1.3 | 1.2 | 1.8 | -2.0 |
Sharpe Ratio | NA | 1.67 | 1.39 | 1.12 | 0.66 | 0.21 | 0.75 | 1.87 | 1.18 | 1.57 | 2.58 | 0.35 | 0.81 | 0.37 | -0.39 | 0.57 | -0.77 | 0.14 | -0.55 | -1.71 | -3.21 |
Draw Down(%) | NA | 0.3 | 0.8 | 3.4 | 3.4 | 3.4 | 0.2 | 0.3 | 0.4 | 0.8 | 0.8 | 3.4 | 1.2 | 0.7 | 1.2 | 1.6 | 2.0 | 0.9 | 2.1 | 1.1 | 2.3 |
Standard Deviation(%) | NA | 0.9 | 1.2 | 2.1 | 2.2 | 2.0 | 0.7 | 1.0 | 1.2 | 1.5 | 1.8 | 4.5 | 2.4 | 2.0 | 1.6 | 2.1 | 1.9 | 1.4 | 2.0 | 1.3 | 1.7 |
Treynor Ratio | NA | 0.03 | 0.03 | 0.04 | 0.02 | 0.01 | 0.01 | 0.03 | 0.02 | 0.04 | 0.1 | 0.03 | 0.02 | 0.01 | -0.01 | 0.01 | -0.03 | 0.01 | -0.03 | -0.08 | -0.13 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.02 |
Beta | NA | 0.49 | 0.59 | 0.53 | 0.65 | 0.53 | 0.42 | 0.59 | 0.59 | 0.6 | 0.49 | 0.61 | 0.79 | 0.87 | 0.77 | 0.8 | 0.51 | 0.27 | 0.43 | 0.27 | 0.43 |
RSquared | NA | 0.45 | 0.56 | 0.36 | 0.45 | 0.4 | 0.36 | 0.5 | 0.57 | 0.61 | 0.56 | 0.3 | 0.68 | 0.63 | 0.54 | 0.61 | 0.34 | 0.27 | 0.47 | 0.3 | 0.4 |
Yield(%) | N/A | 1.7 | 2.2 | 2.5 | 2.8 | N/A | 0.5 | 1.8 | 2.3 | 3.0 | 2.6 | 3.6 | 4.5 | 3.9 | 3.7 | 3.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -27.9 | -34.4 | -26.3 | N/A | N/A | -71.8 | -19.9 | -22.9 | 14.5 | -27.1 | -20.0 | 14.3 | 4.1 | 22.6 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/24/1999
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