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WPEGX: Credit Suisse Trust Mid Cap Core (MUTUAL FUND)
Basic Info
Asset Class: | ROOT |
MyPlanIQ Rating: | Not Rated |
Start Date: | 02/28/2000 |
Last Dividend Date: | 09/29/2009 |
12-Mo. Yield | 2.31% |
Expenses | - |
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Performance Analytics (As of 12/04/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/28/2000 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 38.6 | -6.7 | -1.5 | -3.8 | 19.9 | -38.3 | 11.7 | 1.9 | 7.0 | 13.1 | 43.4 | -29.3 | -16.4 | -20.9 |
Sharpe Ratio | NA | 1.15 | -0.24 | -0.12 | -0.21 | 0.67 | -0.87 | 0.48 | -0.11 | 0.39 | 0.78 | 2.22 | -1.13 | -0.64 | -0.72 |
Draw Down(%) | NA | 29.5 | 56.5 | 56.5 | 65.0 | 29.5 | 55.1 | 13.1 | 14.1 | 9.2 | 19.0 | 11.7 | 39.9 | 36.3 | 38.6 |
Standard Deviation(%) | NA | 33.4 | 33.7 | 27.6 | 27.2 | 32.0 | 44.9 | 18.2 | 13.1 | 12.4 | 15.7 | 19.3 | 26.9 | 29.6 | 39.4 |
Treynor Ratio | NA | 0.35 | -0.08 | -0.03 | -0.05 | 0.2 | -0.37 | 0.08 | -0.01 | 0.05 | 0.1 | 0.42 | -0.32 | -0.16 | -0.22 |
Alpha | NA | -0.04 | -0.05 | -0.05 | -0.02 | -0.02 | 0.01 | 0.02 | -0.06 | 0.01 | 0.0 | 0.04 | -0.04 | 0.0 | -0.08 |
Beta | NA | 1.09 | 1.06 | 1.07 | 1.08 | 1.06 | 1.05 | 1.06 | 1.17 | 1.06 | 1.22 | 1.02 | 0.95 | 1.2 | 1.3 |
RSquared | NA | 0.87 | 0.9 | 0.88 | 0.79 | 0.87 | 0.92 | 0.87 | 0.8 | 0.77 | 0.74 | 0.81 | 0.84 | 0.76 | 0.54 |
Yield(%) | N/A | 2.3 | 0.5 | 0.3 | N/A | 1.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/2000
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