Barclays Global Investors LP 2010 I (STLBX)

Basic Info

Barclays Global Investors LP 2010 I started on 06/21/1996
Barclays Global Investors LP 2010 I is classified as asset class ROOT
Barclays Global Investors LP 2010 I expense ratio is -
Barclays Global Investors LP 2010 I rating is
Not Rated

Barclays Global Investors LP 2010 I (STLBX) Dividend Info

Barclays Global Investors LP 2010 I (STLBX) dividend growth in the last 12 months is -48.10%

The trailing 12-month yield of Barclays Global Investors LP 2010 I is 2.45%. its dividend history:

DateDividend
09/30/2009 0.076
06/30/2009 0.094
03/31/2009 0.089
12/31/2008 0.117
09/30/2008 0.09
06/30/2008 0.209
03/31/2008 0.083
12/31/2007 0.43
09/28/2007 0.282
06/29/2007 0.103
03/30/2007 0.078
12/29/2006 0.377
09/29/2006 0.147
06/30/2006 0.098
03/31/2006 0.081
12/27/2005 0.236
09/30/2005 0.074
06/30/2005 0.072
03/31/2005 0.091
12/16/2004 0.27
09/30/2004 0.053
06/30/2004 0.047
03/31/2004 0.052
12/17/2003 0.02
09/30/2003 0.04
06/30/2003 0.053
03/31/2003 0.08
12/19/2002 0.019
10/31/2002 0.036
09/30/2002 0.05
09/05/2002 0.028
06/28/2002 0.063
03/28/2002 0.064
12/19/2001 0.184
09/28/2001 0.104
06/29/2001 0.085
03/30/2001 0.095
12/15/2000 0.723
09/29/2000 0.091
09/08/2000 0.262
06/30/2000 0.111
03/31/2000 0.096
12/23/1999 1.381
09/30/1999 0.107
09/10/1999 0.234
06/30/1999 0.111
03/31/1999 0.099
12/31/1998 0.088
12/18/1998 0.536
09/30/1998 0.097
09/15/1998 0.042
06/30/1998 0.097
03/31/1998 0.096
12/31/1997 0.093
12/12/1997 0.429
09/30/1997 0.103
06/30/1997 0.108
03/31/1997 0.093
12/31/1996 0.096
09/30/1996 0.088
06/28/1996 0.083

Dividend Growth History for Barclays Global Investors LP 2010 I (STLBX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2009
2009 $0.259 2.45% -48.10% -
2008 $0.499 3.79% -44.12% -48.10%
2007 $0.893 6.59% 27.03% -46.15%
2006 $0.703 5.38% 48.63% -28.31%
2005 $0.473 3.73% 12.09% -13.98%
2004 $0.422 3.44% 118.65% -9.30%
2003 $0.193 1.76% -25.77% 5.02%
2002 $0.26 2.16% -44.44% -0.06%
2001 $0.468 3.73% -63.52% -7.13%
2000 $1.283 9.36% -33.59% -16.29%
1999 $1.932 13.41% 102.09% -18.20%
1998 $0.956 7.17% 15.74% -11.19%
1997 $0.826 6.84% 209.36% -9.21%
1996 $0.267 2.31% - -0.23%

Dividend Growth Chart for Barclays Global Investors LP 2010 I (STLBX)


Barclays Global Investors LP 2010 I (STLBX) Historical Returns And Risk Info

From 06/21/1996 to 01/05/2010, the compound annualized total return (dividend reinvested) of Barclays Global Investors LP 2010 I (STLBX) is 5.757%. Its cumulative total return (dividend reinvested) is 113.123%.

From 06/21/1996 to 01/05/2010, the Maximum Drawdown of Barclays Global Investors LP 2010 I (STLBX) is 28.4%.

From 06/21/1996 to 01/05/2010, the Sharpe Ratio of Barclays Global Investors LP 2010 I (STLBX) is 0.38.

From 06/21/1996 to 01/05/2010, the Annualized Standard Deviation of Barclays Global Investors LP 2010 I (STLBX) is 9.3%.

From 06/21/1996 to 01/05/2010, the Beta of Barclays Global Investors LP 2010 I (STLBX) is 0.41.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
06/21/1996
2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return(%) 0.0 16.8 0.6 3.6 3.2 5.8 0.0 17.3 -17.0 4.2 10.1 5.1 7.2 15.7 -8.0 -0.7 0.7 9.6 15.7 16.6 7.6
Sharpe Ratio NA 1.42 -0.06 0.17 0.14 0.38 0.0 1.47 -1.05 0.16 1.15 0.56 1.04 1.97 -0.69 -0.38 -0.39 0.83 1.4 1.82 1.83
Draw Down(%) NA 13.0 28.4 28.4 28.4 28.4 0.0 13.0 27.6 4.8 4.7 3.2 5.6 6.8 16.8 10.6 4.9 4.5 8.8 4.4 3.5
Standard Deviation(%) NA 11.7 12.7 10.5 9.8 9.3 NA 11.7 17.1 7.2 6.0 5.3 6.1 7.6 13.2 8.3 8.7 7.6 8.9 7.1 6.2
Treynor Ratio NA 0.41 -0.02 0.04 0.03 0.08 NA 0.42 -0.44 0.03 0.12 0.06 0.13 0.35 -0.18 -0.09 -0.09 0.16 0.29 0.39 0.22
Alpha NA 0.02 0.0 0.01 0.01 0.01 0.0 0.02 -0.01 0.0 0.0 0.01 0.01 0.01 0.01 0.01 0.0 0.0 0.01 0.01 0.0
Beta NA 0.41 0.4 0.41 0.42 0.41 0.0 0.41 0.4 0.41 0.56 0.47 0.48 0.43 0.5 0.36 0.36 0.41 0.42 0.33 0.51
RSquare NA 0.9 0.91 0.9 0.9 0.89 0.0 0.9 0.93 0.83 0.86 0.85 0.78 0.92 0.97 0.9 0.85 0.94 0.93 0.71 0.91
Yield(%) N/A 2.5 4.1 4.5 4.0 N/A 0.0 2.5 3.8 6.6 5.4 3.7 3.4 1.7 2.2 3.7 9.3 13.4 7.3 6.8 2.3
Dividend Growth(%) N/A -48.1 3.3 7.7 N/A N/A -100.0 -48.0 -43.8 25.4 51.1 11.9 121.1 -26.9 -43.5 -64.1 -33.7 99.0 18.3 203.7 N/A

Return Calculator for Barclays Global Investors LP 2010 I (STLBX)

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Barclays Global Investors LP 2010 I (STLBX) Historical Return Chart

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Barclays Global Investors LP 2010 I (STLBX) 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 06/21/1996 to 01/05/2010, the worst annualized return of 3-year rolling returns for Barclays Global Investors LP 2010 I (STLBX) is -5.13%.
From 06/21/1996 to 01/05/2010, the worst annualized return of 5-year rolling returns for Barclays Global Investors LP 2010 I (STLBX) is -0.8%.
From 06/21/1996 to 01/05/2010, the worst annualized return of 10-year rolling returns for Barclays Global Investors LP 2010 I (STLBX) is 1.43%.
From 06/21/1996 to 01/05/2010, the worst annualized return of 20-year rolling returns for Barclays Global Investors LP 2010 I (STLBX) is NA.

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