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UMBDX: Scout Intl Discovery (MUTUAL FUND)
Basic Info
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 01/03/2008 |
Last Dividend Date: | 05/22/2013 |
12-Mo. Yield | 31.58% |
Expenses | 1.61% |
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Performance Analytics (As of 07/03/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/03/2008 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 11.1 | 9.0 | 1.5 | 0.3 | 0.8 | 18.4 | -12.9 | 16.1 | 30.8 | -35.5 |
Sharpe Ratio | NA | 0.96 | 0.5 | 0.06 | 0.01 | 0.14 | 1.28 | -0.54 | 0.87 | 1.39 | -1.21 |
Draw Down(%) | NA | 7.9 | 23.4 | 46.5 | 51.6 | 7.9 | 13.0 | 23.4 | 16.8 | 21.7 | 49.0 |
Standard Deviation(%) | NA | 11.5 | 17.9 | 22.3 | 21.7 | 11.3 | 14.5 | 23.7 | 18.4 | 22.2 | 30.1 |
Treynor Ratio | NA | 0.17 | 0.11 | 0.02 | 0.0 | 0.03 | 0.24 | -0.16 | 0.2 | 0.42 | -0.56 |
Alpha | NA | 0.0 | -0.01 | -0.03 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | -0.03 |
Beta | NA | 0.65 | 0.78 | 0.72 | 0.72 | 0.61 | 0.78 | 0.8 | 0.8 | 0.73 | 0.65 |
RSquared | NA | 0.68 | 0.88 | 0.9 | 0.89 | 0.62 | 0.85 | 0.92 | 0.88 | 0.92 | 0.92 |
Yield(%) | N/A | 31.6 | 12.4 | 6.3 | N/A | 27.5 | 1.9 | 0.3 | 0.1 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 3894.4 | N/A | N/A | N/A | 1612.5 | 433.3 | 200.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2008
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