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UMBBX: Scout Bond (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 02/28/2011 |
| 12-Mo. Yield | 1.55% |
| Expenses | - |
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Performance Analytics (As of 06/07/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/21/1996 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -2.0 | 3.0 | 4.0 | 3.7 | 4.6 | -3.5 | 3.6 | 5.0 | 5.4 | 5.8 | 3.6 | 0.9 | 2.1 | 1.5 | 8.2 | 8.1 | 9.3 | -0.3 | 7.2 | 7.3 | 5.0 |
| Sharpe Ratio | NA | -0.41 | 0.71 | 0.76 | 0.65 | -0.08 | -1.14 | 1.47 | 1.66 | 1.19 | 0.99 | 0.1 | -0.48 | 0.34 | 0.19 | 1.86 | 1.3 | 1.74 | -1.11 | 1.22 | -15.91 | 1.89 |
| Draw Down(%) | NA | 4.6 | 4.6 | 4.6 | 4.6 | 4.6 | 4.6 | 2.0 | 1.3 | 2.3 | 1.7 | 1.6 | 2.1 | 4.1 | 4.3 | 2.1 | 3.4 | 2.1 | 2.4 | 1.9 | 1.6 | 1.1 |
| Standard Deviation(%) | NA | 5.1 | 3.9 | 3.6 | 3.6 | 3.5 | 7.1 | 2.4 | 3.0 | 3.7 | 2.8 | 2.8 | 2.5 | 3.5 | 4.1 | 3.8 | 4.5 | 3.0 | 3.1 | 3.2 | 3.0 | 3.3 |
| Treynor Ratio | NA | -0.02 | 0.04 | 0.03 | 0.02 | 0.0 | -0.06 | 0.04 | 0.06 | 0.07 | 0.03 | 0.0 | -0.01 | 0.01 | 0.01 | 0.06 | 0.05 | 0.05 | -0.03 | 0.04 | -0.43 | 0.06 |
| Alpha | NA | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | -0.06 | 0.0 | -0.03 | 0.03 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.02 | 0.0 |
| Beta | NA | 1.08 | 0.73 | 0.84 | 1.03 | 1.05 | 1.35 | 0.96 | 0.87 | 0.68 | 1.0 | 1.31 | 1.39 | 1.5 | 1.44 | 1.11 | 1.23 | 1.0 | 1.1 | 1.0 | 1.11 | 1.09 |
| RSquared | NA | 0.15 | 0.29 | 0.41 | 0.51 | 0.6 | 0.08 | 0.64 | 0.69 | 0.53 | 0.79 | 0.73 | 0.74 | 0.76 | 0.59 | 0.64 | 0.78 | 0.73 | 0.79 | 0.78 | 0.82 | 0.9 |
| Yield(%) | N/A | 1.5 | 2.5 | 3.1 | 3.7 | N/A | 0.4 | 2.1 | 2.9 | 3.4 | 4.1 | 3.9 | 3.7 | 3.6 | 4.2 | 5.2 | 5.3 | 5.7 | 4.9 | 5.5 | 5.7 | 3.4 |
| Dividend Growth(%) | N/A | -35.1 | -35.6 | -30.1 | N/A | N/A | -82.6 | -27.6 | -14.2 | -15.4 | 4.7 | 3.9 | 1.5 | -16.6 | -16.9 | -0.2 | -3.4 | 9.1 | -10.0 | -0.6 | 71.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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See Short-Term Bond Asset Class Trend Rankings |
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