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CASB: Cascade Financial Corp (STOCK)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/17/1992 |
| Last Dividend Date: | 04/13/2009 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 06/30/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/17/1992 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | -4.3 | -58.5 | -49.9 | -19.8 | -3.3 | -2.2 | -79.2 | -58.9 | -58.5 | -18.8 | 22.5 | -4.2 | -1.8 | 104.9 | 54.5 | 2.3 | -36.5 | 1.5 | 22.7 | 2.7 | 21.3 | 52.3 | 21.2 | 153.2 | 10.2 |
| Sharpe Ratio | NA | -0.04 | -0.53 | -0.54 | -0.26 | -0.11 | -0.05 | -0.63 | -0.51 | -0.83 | -0.87 | 1.14 | -0.27 | -0.1 | 3.98 | 1.49 | 0.0 | -0.56 | -0.02 | 0.21 | -0.48 | 0.25 | 0.8 | 0.22 | 1.69 | 0.42 |
| Draw Down(%) | NA | 55.4 | 96.9 | 98.3 | 98.3 | 98.3 | 51.8 | 90.3 | 71.4 | 64.9 | 27.1 | 7.4 | 20.9 | 24.0 | 11.5 | 19.1 | 20.5 | 55.8 | 30.6 | 37.5 | 28.6 | 25.7 | 11.0 | 34.2 | 22.2 | 19.2 |
| Standard Deviation(%) | NA | 115.9 | 111.4 | 94.2 | 79.9 | 70.1 | 81.2 | 125.2 | 115.6 | 71.6 | 25.3 | 17.0 | 23.4 | 28.0 | 26.2 | 36.0 | 48.9 | 73.0 | 73.8 | 89.0 | 110.2 | 70.0 | 60.5 | 81.7 | 85.8 | 100.3 |
| Treynor Ratio | NA | 0.47 | -0.98 | -0.9 | -0.52 | -0.25 | -0.21 | -1.12 | -0.61 | -1.24 | -0.54 | 0.69 | -1.4 | -0.16 | 14.39 | 3.67 | 0.0 | -3.31 | -0.12 | 41.01 | -9.33 | -0.39 | -12.65 | 0.25 | -4.63 | 0.38 |
| Alpha | NA | -0.27 | -0.69 | -0.64 | -0.37 | -0.04 | 0.1 | -0.34 | -0.18 | -0.18 | -0.09 | 0.06 | -0.02 | 0.0 | 0.29 | 0.21 | 0.04 | -0.1 | 0.09 | 0.26 | 0.04 | 0.32 | 0.4 | 0.27 | 0.89 | 0.26 |
| Beta | NA | -0.09 | 0.6 | 0.57 | 0.41 | 0.3 | 0.21 | 0.71 | 0.96 | 0.48 | 0.41 | 0.28 | 0.05 | 0.17 | 0.07 | 0.15 | -0.16 | 0.12 | 0.14 | 0.0 | 0.06 | -0.45 | -0.04 | 0.75 | -0.31 | 1.1 |
| RSquared | NA | 0.0 | 0.03 | 0.03 | 0.02 | 0.01 | 0.0 | 0.01 | 0.04 | 0.07 | 0.07 | 0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.1 | 2.1 | N/A | 0.0 | 0.0 | 1.1 | 2.3 | 1.9 | 1.7 | 1.4 | 1.2 | 1.2 | 0.4 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -79.9 | -1.0 | N/A | N/A | N/A | -100.0 | -82.5 | -4.5 | 10.4 | 13.3 | 13.8 | 64.8 | 340.0 | -37.5 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/17/1992
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