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GUSPX: RS S&P 500 Index A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/16/2000 |
| Last Dividend Date: | 12/13/2012 |
| 12-Mo. Yield | 1.81% |
| Expenses | 0.38% |
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Performance Analytics (As of 06/12/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/16/2000 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -15.6 | 2.0 | -1.6 | 2.8 | -0.6 | -22.4 | 15.6 | 1.8 | 17.2 | 26.3 | -37.2 | 4.9 | 15.3 | 4.4 | 10.3 | 27.8 | -22.3 | -12.2 | -10.2 |
| Sharpe Ratio | NA | -0.57 | 0.09 | -0.06 | 0.08 | -0.09 | -1.14 | 1.23 | 0.07 | 0.93 | 0.96 | -0.93 | 0.11 | 1.18 | 0.21 | 0.83 | 1.59 | -0.9 | -0.7 | -1.44 |
| Draw Down(%) | NA | 28.5 | 28.5 | 49.2 | 55.3 | 55.3 | 28.5 | 9.6 | 18.8 | 15.7 | 27.0 | 47.8 | 9.9 | 7.6 | 7.0 | 7.6 | 13.8 | 33.2 | 29.2 | 16.2 |
| Standard Deviation(%) | NA | 27.5 | 22.5 | 28.0 | 21.9 | 22.1 | 38.3 | 12.7 | 23.5 | 18.3 | 27.2 | 40.8 | 16.0 | 10.1 | 10.3 | 11.2 | 17.0 | 26.0 | 21.4 | 20.4 |
| Treynor Ratio | NA | -0.18 | 0.02 | -0.02 | 0.02 | -0.02 | -0.64 | 0.16 | 0.02 | 0.17 | 0.26 | -0.38 | 0.02 | 0.12 | 0.02 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.13 | -0.05 | -0.03 | -0.01 | -0.02 | -0.28 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 0.87 | 0.96 | 0.99 | 0.99 | 0.99 | 0.69 | 0.98 | 0.99 | 1.0 | 1.0 | 1.0 | 1.01 | 0.98 | 1.0 | 1.0 | NA | NA | NA | NA |
| RSquared | NA | 0.18 | 0.62 | 0.86 | 0.86 | 0.65 | 0.05 | 0.99 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.8 | 2.1 | 2.1 | 2.3 | N/A | 0.0 | 1.9 | 1.7 | 4.2 | 1.8 | 2.2 | 1.7 | 1.5 | 1.4 | 1.5 | 1.3 | 1.2 | 0.7 | 0.3 |
| Dividend Growth(%) | N/A | 11.6 | -30.8 | 61.1 | N/A | N/A | -100.0 | 11.6 | -54.6 | 181.7 | -47.7 | 35.8 | 26.6 | 12.3 | 0.0 | 35.7 | -15.2 | 65.0 | 93.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/16/2000
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See LARGE BLEND Asset Class Trend Rankings |
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