Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/07/2011.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UMBBX (Scout Bond ) | NA | -2.04% | 3.13% | 3.95% | 3.68% | NA | NA | 4.89% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMBBX (Scout Bond ) | 06/21/1996 | 06/07/2011 |
The return data shown below all have the same latest date: 06/07/2011.
AR inception is since 06/21/1996.
AR inception is since 06/21/1996.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.04 | 3.13 | 3.95 | 3.68 | NA | NA | 4.89 | -3.53 | 3.57 | 5.02 | 5.39 | 5.76 | 3.58 | 0.95 | 2.13 | 1.47 | 8.22 | 8.11 | 9.29 | -0.26 | 7.19 | 7.28 | 5.00 |
| Sharpe Ratio | NA | -0.41 | 0.71 | 0.76 | 0.65 | NA | NA | -0.08 | -1.14 | 1.47 | 1.66 | 1.19 | 0.99 | 0.10 | -0.48 | 0.34 | 0.19 | 1.86 | 1.30 | 1.74 | -1.11 | 1.22 | -15.91 | 1.89 |
| Standard Deviation(%) | NA | 5.15 | 3.91 | 3.61 | 3.62 | NA | NA | 3.47 | 7.11 | 2.37 | 2.96 | 3.73 | 2.77 | 2.80 | 2.55 | 3.51 | 4.13 | 3.82 | 4.51 | 3.02 | 3.13 | 3.19 | 3.00 | 3.29 |
| Draw Down(%) | NA | 4.60 | 4.60 | 4.60 | 4.60 | NA | NA | 4.60 | 4.60 | 1.97 | 1.26 | 2.32 | 1.68 | 1.60 | 2.09 | 4.07 | 4.30 | 2.10 | 3.36 | 2.07 | 2.39 | 1.90 | 1.65 | 1.08 |
| Yield(%) | 0.00 | 1.55 | 2.51 | 3.15 | 3.66 | 4.37 | 3.28 | 4.69 | 0.35 | 2.06 | 2.91 | 3.44 | 4.12 | 3.92 | 3.68 | 3.59 | 4.17 | 5.18 | 5.27 | 5.69 | 4.92 | 5.54 | 5.68 | 3.35 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBBX (Scout Bond ) |
0.59%
May 2003 - May 2006 |
2.42%
Sep 2002 - Sep 2007 |
3.73%
May 2001 - May 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMBBX (Scout Bond ) |
9.03%
May 2000 - May 2003 |
6.79%
Sep 1997 - Sep 2002 |
5.10%
Jan 2000 - Jan 2010 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart