It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FHBAX: EquiTrust High-Grade Bond A (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/06/2005 |
| Last Dividend Date: | 06/30/2011 |
| 12-Mo. Yield | 2.45% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/25/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/06/2005 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 2.1 | 7.0 | 4.4 | 3.7 | 2.9 | 7.0 | 11.8 | -2.8 | 2.6 | 0.0 | 0.6 |
| Sharpe Ratio | NA | 0.52 | 1.4 | 0.71 | 0.53 | 1.28 | 1.6 | 2.33 | -0.59 | -0.15 | -1.24 | 1.8 |
| Draw Down(%) | NA | 3.2 | 7.3 | 9.1 | 9.1 | 1.3 | 3.2 | 2.0 | 9.1 | 2.9 | 3.9 | 0.6 |
| Standard Deviation(%) | NA | 4.0 | 4.9 | 4.6 | 4.5 | 3.4 | 4.3 | 5.0 | 6.4 | 3.6 | 2.8 | 3.4 |
| Treynor Ratio | NA | 0.03 | 0.12 | 0.05 | 0.04 | 0.09 | 0.09 | 0.2 | -0.06 | -0.01 | -0.05 | 0.08 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.02 | -0.01 |
| Beta | NA | 0.61 | 0.59 | 0.64 | 0.64 | 0.48 | 0.76 | 0.58 | 0.64 | 0.72 | 0.66 | 0.78 |
| RSquared | NA | 0.67 | 0.61 | 0.67 | 0.68 | 0.48 | 0.83 | 0.65 | 0.61 | 0.87 | 0.74 | 0.62 |
| Yield(%) | N/A | 2.5 | 3.7 | 3.2 | N/A | 1.3 | 2.9 | 4.1 | 5.1 | 2.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -17.3 | N/A | N/A | N/A | -53.9 | -24.4 | -26.0 | 72.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) (99%)
- BND (Vanguard Total Bond Market ETF) (99%)
- GBF (iShares Government/Credit Bond ETF) (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) (99%)
- MBB (iShares MBS ETF) (98%)
- VCIT (Vanguard Intermediate-Term Corporate Bond ETF) (36%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) (36%)
- SCHZ (Schwab US Aggregate Bond ETF) (31%)
- CMBS (iShares CMBS ETF) (31%)
Best Closed End Funds
* Day change on 08/25/2011.Latest Articles Related to FHBAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
