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UMBSX: Scout Stock (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 02/25/2013 |
| 12-Mo. Yield | 31.02% |
| Expenses | 0.90% |
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Performance Analytics (As of 04/08/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.4 | 3.6 | 1.8 | 6.1 | 2.7 | 4.4 | -0.9 | 9.7 | -1.3 | 10.7 | 16.3 | -26.8 | 11.7 | 11.3 | 10.1 | 5.3 | 24.0 | -19.8 | -8.6 | 0.0 | 13.3 | 7.6 | 21.0 | 4.8 |
| Sharpe Ratio | NA | -0.21 | 0.19 | 0.07 | 0.28 | NA | 0.0 | -0.17 | 0.77 | -0.06 | 0.59 | 0.83 | -0.87 | 0.57 | 0.77 | 0.73 | 0.41 | 1.64 | -0.97 | -0.68 | -0.23 | 0.85 | 0.35 | -3.27 | 0.82 |
| Draw Down(%) | NA | 10.4 | 19.8 | 37.6 | 41.1 | NA | 41.1 | 8.9 | 11.1 | 19.8 | 17.1 | 19.4 | 36.0 | 8.3 | 9.9 | 7.5 | 9.5 | 11.1 | 30.0 | 21.7 | 13.0 | 10.3 | 17.2 | 6.7 | 6.5 |
| Standard Deviation(%) | NA | 16.1 | 19.2 | 22.4 | 18.2 | NA | 16.9 | 20.5 | 12.6 | 22.9 | 18.1 | 19.4 | 31.9 | 15.1 | 10.5 | 10.8 | 10.5 | 14.2 | 21.6 | 16.4 | 17.3 | 11.8 | 12.4 | 10.4 | 7.1 |
| Treynor Ratio | NA | -0.04 | 0.04 | 0.02 | 0.06 | NA | 0.0 | -0.06 | 0.12 | -0.02 | 0.12 | 0.21 | -0.33 | 0.1 | 0.11 | 0.1 | 0.06 | 0.34 | -0.33 | -0.28 | -0.1 | 0.24 | 0.09 | -0.72 | 0.12 |
| Alpha | NA | -0.05 | -0.04 | -0.04 | -0.02 | NA | 0.0 | -0.08 | -0.02 | 0.0 | 0.0 | -0.03 | 0.03 | 0.01 | 0.03 | 0.0 | 0.0 | 0.02 | 0.02 | 0.01 | 0.02 | 0.01 | -0.04 | -0.08 | -0.01 |
| Beta | NA | 0.8 | 0.86 | 0.83 | 0.82 | NA | 0.63 | 0.61 | 0.83 | 0.84 | 0.93 | 0.76 | 0.83 | 0.88 | 0.75 | 0.81 | 0.67 | 0.68 | 0.64 | 0.4 | 0.4 | 0.42 | 0.48 | 0.48 | 0.47 |
| RSquared | NA | 0.53 | 0.84 | 0.89 | 0.87 | NA | 0.78 | 0.12 | 0.91 | 0.95 | 0.97 | 0.93 | 0.93 | 0.91 | 0.85 | 0.78 | 0.85 | 0.85 | 0.89 | 0.72 | 0.65 | 0.55 | 0.78 | 0.79 | 0.72 |
| Yield(%) | N/A | 31.0 | 12.1 | 7.5 | 9.4 | 5.7 | N/A | 26.3 | 6.8 | 1.1 | 0.4 | 1.6 | 1.5 | 13.2 | 12.6 | 14.3 | 3.0 | 0.8 | 0.8 | 2.9 | 10.6 | 11.6 | 8.1 | 8.6 | 6.5 |
| Dividend Growth(%) | N/A | 2990.7 | 97.6 | -24.1 | N/A | N/A | N/A | 297.9 | 520.7 | 211.1 | -72.9 | -21.3 | -88.9 | 2.4 | -12.7 | 380.2 | 357.7 | -16.4 | -76.3 | -75.6 | -7.9 | 40.9 | 6.1 | 34.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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View Historical Data in an advanced chart |
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See LARGE GROWTH Asset Class Trend Rankings |
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