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ASTTX: Wilmington Short Duration Gov Bond A (MUTUAL FUND)
Basic Info
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/30/2001 |
| Last Dividend Date: | 12/31/2014 |
| 12-Mo. Yield | 1.75% |
| Expenses | 0.89% |
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Performance Analytics (As of 01/30/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/30/2001 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 0.6 | 0.4 | 0.8 | 2.4 | 1.5 | 0.2 | 0.4 | -0.6 | 1.3 | 1.7 | 1.8 | 3.6 | 4.9 | 5.6 | 3.7 | 1.7 | 0.3 | -5.0 | 2.1 | -1.0 |
| Sharpe Ratio | NA | 0.56 | 0.31 | 0.49 | 0.76 | 0.24 | 2.5 | 0.35 | -0.6 | 1.02 | 0.81 | 0.97 | 1.49 | 1.34 | 1.14 | 0.16 | -0.36 | -0.41 | -1.12 | 0.51 | -2.62 |
| Draw Down(%) | NA | 0.5 | 1.4 | 1.4 | 1.4 | 7.5 | 0.2 | 0.5 | 1.2 | 0.7 | 0.9 | 1.1 | 1.1 | 0.9 | 0.7 | 0.6 | 0.7 | 2.0 | 6.5 | 1.6 | 1.5 |
| Standard Deviation(%) | NA | 1.0 | 1.2 | 1.5 | 1.9 | 2.3 | 1.1 | 1.1 | 1.1 | 1.3 | 2.1 | 1.8 | 2.4 | 2.9 | 2.1 | 1.8 | 1.5 | 1.7 | 5.1 | 1.9 | 2.6 |
| Treynor Ratio | NA | 0.01 | 0.01 | 0.01 | 0.02 | 0.01 | 0.04 | 0.01 | -0.01 | 0.03 | 0.02 | 0.04 | 0.04 | 0.05 | 0.03 | 0.0 | -0.01 | -0.01 | -0.13 | 0.02 | -0.13 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | -0.01 | -0.02 |
| Beta | NA | 0.52 | 0.54 | 0.54 | 0.69 | 0.64 | 0.61 | 0.53 | 0.65 | 0.43 | 0.73 | 0.47 | 0.82 | 0.72 | 0.73 | 0.78 | 0.68 | 0.64 | 0.43 | 0.58 | 0.53 |
| RSquared | NA | 0.33 | 0.25 | 0.27 | 0.53 | 0.36 | 0.68 | 0.31 | 0.34 | 0.12 | 0.28 | 0.35 | 0.63 | 0.66 | 0.73 | 0.73 | 0.61 | 0.64 | 0.04 | 0.7 | 0.68 |
| Yield(%) | N/A | 1.8 | 1.7 | 1.9 | 2.6 | N/A | 0.0 | 1.8 | 1.3 | 2.1 | 2.0 | 2.4 | 3.2 | 3.5 | 3.6 | 3.5 | 2.6 | 1.2 | 1.1 | 2.1 | 0.0 |
| Dividend Growth(%) | N/A | 30.5 | -32.8 | -42.2 | N/A | N/A | -100.0 | 30.5 | -38.8 | 5.0 | -17.1 | -22.8 | -9.6 | 1.2 | 1.5 | 31.9 | 115.3 | 5.4 | -48.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/2001
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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