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GDBSX: GMO Domestic Bond VI (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/27/2005 |
| Last Dividend Date: | 06/26/2013 |
| 12-Mo. Yield | 11.39% |
| Expenses | 0.17% |
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Performance Analytics (As of 02/11/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/27/2005 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.2 | 137.2 | 247.4 | 146.0 | 0.9 | 1.2 | 53.5 | 1207.8 | 96.2 | 1156.5 | 41.9 | 73.1 | 48.2 | 18.0 |
| Sharpe Ratio | NA | -0.04 | 2.38 | 3.54 | 2.53 | 6.0 | 0.16 | 1.44 | 11.94 | 2.1 | 11.25 | 1.39 | 1.64 | 1.64 | 2.11 |
| Draw Down(%) | NA | 6.8 | 6.8 | 11.8 | 11.8 | 0.1 | 6.8 | 6.1 | 5.5 | 11.8 | 2.2 | 8.1 | 2.0 | 1.4 | 1.3 |
| Standard Deviation(%) | NA | 7.5 | 57.6 | 69.9 | 57.4 | 1.5 | 7.5 | 37.4 | 101.1 | 45.8 | 102.8 | 29.3 | 43.0 | 27.6 | 20.9 |
| Treynor Ratio | NA | 0.06 | -1.32 | 35.18 | 7.82 | 2.69 | -0.25 | 1.79 | -7.42 | 1.22 | 28.63 | 0.52 | -0.52 | -1.78 | 0.41 |
| Alpha | NA | 0.0 | 0.44 | 0.61 | 0.43 | 0.03 | 0.01 | 0.19 | 1.32 | 0.28 | 1.24 | 0.17 | 0.27 | 0.16 | 0.16 |
| Beta | NA | -0.05 | -1.04 | 0.07 | 0.19 | 0.03 | -0.05 | 0.3 | -1.63 | 0.79 | 0.4 | 0.79 | -1.36 | -0.25 | 1.07 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.04 | 0.01 | 0.0 | 0.03 |
| Yield(%) | N/A | 11.4 | 181.8 | 146.3 | N/A | 0.0 | 18.1 | 326.0 | 304.5 | 102.3 | 311.3 | 50.0 | 70.6 | 46.0 | 18.7 |
| Dividend Growth(%) | N/A | -79.4 | -36.4 | N/A | N/A | -100.0 | -66.2 | -34.2 | 125.4 | -73.8 | 426.8 | -31.0 | 51.8 | 143.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2005
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