Frontegra Columbus Core Plus Instl (FRTRX)

Basic Info

Frontegra Columbus Core Plus Instl started on 04/09/1997
Frontegra Columbus Core Plus Instl is classified as asset class Intermediate-Term Bond
Frontegra Columbus Core Plus Instl expense ratio is -
Frontegra Columbus Core Plus Instl rating is
Not Rated

Frontegra Columbus Core Plus Instl (FRTRX) Dividend Info

Frontegra Columbus Core Plus Instl (FRTRX) dividend growth in the last 12 months is -27.49%

The trailing 12-month yield of Frontegra Columbus Core Plus Instl is 8.22%. its dividend history:

DateDividend
03/29/2011 0.211
12/16/2010 1.604
09/30/2010 0.491
06/29/2010 0.376
04/30/2010 0.029
03/30/2010 0.333
12/17/2009 2.033
09/29/2009 0.601
06/29/2009 0.703
03/30/2009 0.562
12/18/2008 1.317
09/30/2008 0.414
06/27/2008 0.382
03/28/2008 0.403
12/20/2007 0.63
09/27/2007 0.322
06/29/2007 0.382
03/29/2007 0.579
12/19/2006 0.207
09/28/2006 0.375
06/29/2006 0.384
03/30/2006 0.561
12/19/2005 0.577
09/29/2005 0.367
06/29/2005 0.326
03/30/2005 0.072
12/20/2004 0.474
09/29/2004 0.252
06/29/2004 0.235
03/30/2004 0.2
12/19/2003 1.202
09/29/2003 0.315
06/27/2003 0.395
03/28/2003 0.418
12/20/2002 0.843
09/30/2002 0.497
06/28/2002 0.382
03/28/2002 0.283
12/21/2001 0.848
09/28/2001 0.344
06/29/2001 0.422
03/30/2001 0.333
12/27/2000 0.528
09/29/2000 0.486
06/30/2000 0.518
03/31/2000 0.439
12/29/1999 0.46
09/30/1999 0.485
06/30/1999 0.489
03/31/1999 0.481
12/30/1998 1.183
09/30/1998 0.456
06/30/1998 0.459
03/31/1998 0.432
12/30/1997 0.461
09/30/1997 0.329
06/30/1997 0.309

Dividend Growth History for Frontegra Columbus Core Plus Instl (FRTRX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2011
2011 $0.211 0.67% -92.55% -
2010 $2.833 9.09% -27.34% -92.55%
2009 $3.899 14.92% 54.97% -76.74%
2008 $2.516 7.95% 31.52% -56.23%
2007 $1.913 6.14% 25.28% -42.37%
2006 $1.527 4.97% 13.79% -32.69%
2005 $1.342 4.30% 15.59% -26.53%
2004 $1.161 3.78% -50.17% -21.62%
2003 $2.33 7.68% 16.21% -25.93%
2002 $2.005 6.55% 2.98% -22.13%
2001 $1.947 6.35% -1.22% -19.93%
2000 $1.971 6.92% 2.92% -18.38%
1999 $1.915 6.27% -24.31% -16.79%
1998 $2.53 8.25% 130.21% -17.39%
1997 $1.099 3.79% - -11.12%

Dividend Growth Chart for Frontegra Columbus Core Plus Instl (FRTRX)

Frontegra Columbus Core Plus Instl (FRTRX) Historical Returns And Risk Info

From 04/09/1997 to 06/06/2011, the compound annualized total return (dividend reinvested) of Frontegra Columbus Core Plus Instl (FRTRX) is 7.652%. Its cumulative total return (dividend reinvested) is 183.792%.

From 04/09/1997 to 06/06/2011, the Maximum Drawdown of Frontegra Columbus Core Plus Instl (FRTRX) is 23.8%.

From 04/09/1997 to 06/06/2011, the Sharpe Ratio of Frontegra Columbus Core Plus Instl (FRTRX) is 1.03.

From 04/09/1997 to 06/06/2011, the Annualized Standard Deviation of Frontegra Columbus Core Plus Instl (FRTRX) is 5.5%.

From 04/09/1997 to 06/06/2011, the Beta of Frontegra Columbus Core Plus Instl (FRTRX) is 0.64.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
04/09/1997		 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997
Annualized Return(%) 0.0 5.6 10.6 9.5 7.3 7.7 1.6 10.2 35.3 -9.1 7.8 6.5 2.7 5.0 9.2 5.7 7.4 13.5 -0.1 8.5 9.3
Sharpe Ratio NA 1.78 1.14 1.08 0.96 1.03 1.4 3.11 3.74 -0.8 0.99 1.07 0.17 1.0 2.2 0.87 1.25 2.45 -0.84 1.49 2.49
Draw Down(%) NA 2.8 22.6 23.8 23.8 23.8 1.2 2.8 14.5 23.8 2.5 2.0 2.4 4.1 3.5 5.2 3.5 3.1 2.8 2.5 1.4
Standard Deviation(%) NA 3.1 9.1 7.7 6.2 5.5 2.7 3.2 9.4 12.6 4.8 3.0 2.8 4.1 3.9 5.3 4.1 3.9 4.0 3.4 3.8
Treynor Ratio NA 0.11 0.15 0.13 0.09 0.09 0.07 0.2 0.55 -0.13 0.08 0.05 0.01 0.06 0.14 0.08 0.09 0.14 -0.05 0.1 0.13
Alpha NA 0.0 0.02 0.01 0.01 0.01 0.0 0.02 0.08 -0.02 0.01 0.01 0.0 0.01 0.02 0.0 0.0 0.02 0.0 0.01 0.01
Beta NA 0.51 0.68 0.66 0.65 0.64 0.52 0.51 0.64 0.76 0.61 0.68 0.63 0.72 0.6 0.57 0.59 0.69 0.68 0.53 0.72
RSquare NA 0.64 0.23 0.25 0.32 0.38 0.55 0.65 0.22 0.23 0.34 0.67 0.69 0.7 0.64 0.33 0.76 0.74 0.79 0.71 0.66
Yield(%) N/A 8.2 9.5 8.2 6.8 N/A 0.7 9.1 14.9 7.9 6.1 5.0 4.3 3.8 7.7 6.5 6.3 7.0 6.3 8.2 3.8
Dividend Growth(%) N/A -27.5 77.1 36.9 N/A N/A -92.6 -27.2 55.0 31.4 24.8 13.3 16.4 -50.4 17.0 3.1 -2.0 3.7 -24.5 130.0 N/A

Return Calculator for Frontegra Columbus Core Plus Instl (FRTRX)

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Frontegra Columbus Core Plus Instl (FRTRX) Historical Return Chart

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Frontegra Columbus Core Plus Instl (FRTRX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 04/09/1997 to 06/06/2011, the worst annualized return of 3-year rolling returns for Frontegra Columbus Core Plus Instl (FRTRX) is -1.52%.
From 04/09/1997 to 06/06/2011, the worst annualized return of 5-year rolling returns for Frontegra Columbus Core Plus Instl (FRTRX) is 0.28%.
From 04/09/1997 to 06/06/2011, the worst annualized return of 10-year rolling returns for Frontegra Columbus Core Plus Instl (FRTRX) is 3.95%.
From 04/09/1997 to 06/06/2011, the worst annualized return of 20-year rolling returns for Frontegra Columbus Core Plus Instl (FRTRX) is NA.

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