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IDMBX: RiverSource Balanced B (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/16/2010 |
| 12-Mo. Yield | 0.96% |
| Expenses | - |
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Performance Analytics (As of 05/18/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/21/1996 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 15.7 | 0.9 | 2.6 | 1.4 | 2.6 | 4.4 | 11.9 | 23.6 | -30.2 | 0.8 | 14.1 | 2.8 | 7.9 | 18.6 | -15.9 | -13.4 | -11.7 | 6.5 | 8.5 | 18.1 | 9.6 |
| Sharpe Ratio | NA | 1.41 | 0.03 | 0.08 | 0.0 | 0.03 | 1.54 | 0.94 | 1.25 | -1.15 | -0.23 | 1.61 | 0.09 | 1.01 | 1.81 | -1.08 | -0.9 | -1.0 | 0.21 | 0.48 | 1.92 | 2.26 |
| Draw Down(%) | NA | 6.2 | 40.9 | 44.8 | 44.8 | 46.4 | 4.3 | 11.4 | 19.1 | 39.1 | 7.3 | 4.8 | 4.7 | 6.1 | 8.8 | 25.3 | 27.3 | 16.5 | 10.7 | 12.2 | 5.7 | 3.7 |
| Standard Deviation(%) | NA | 11.1 | 19.9 | 16.7 | 14.1 | 13.8 | 7.8 | 12.5 | 18.8 | 26.9 | 10.3 | 6.6 | 6.7 | 6.8 | 9.9 | 15.7 | 17.9 | 15.9 | 14.9 | 10.6 | 7.5 | 6.8 |
| Treynor Ratio | NA | 0.14 | 0.01 | 0.01 | 0.0 | 0.0 | 0.14 | 0.1 | 0.21 | -0.27 | -0.02 | 0.11 | 0.01 | 0.08 | 0.17 | -0.15 | -0.12 | -0.18 | 0.03 | 0.06 | 0.22 | 0.2 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | -0.01 | 0.0 | -0.03 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | -0.03 | -0.05 | -0.03 | -0.03 | 0.01 | 0.02 |
| Beta | NA | 1.11 | 1.13 | 1.12 | 1.11 | 1.05 | 0.86 | 1.17 | 1.12 | 1.14 | 1.11 | 0.96 | 1.01 | 0.92 | 1.03 | 1.1 | 1.4 | 0.9 | 0.94 | 0.84 | 0.65 | 0.79 |
| RSquared | NA | 0.91 | 0.97 | 0.97 | 0.96 | 0.87 | 0.65 | 0.97 | 0.97 | 0.98 | 0.97 | 0.93 | 0.95 | 0.89 | 0.95 | 0.94 | 0.94 | 0.65 | 0.51 | 0.87 | 0.78 | 0.84 |
| Yield(%) | N/A | 1.0 | 1.4 | 1.6 | 1.3 | N/A | 0.0 | 1.6 | 1.8 | 2.0 | 1.7 | 1.6 | 1.6 | 0.9 | 1.3 | 1.5 | 1.1 | 1.7 | 8.9 | 13.6 | 15.9 | 8.7 |
| Dividend Growth(%) | N/A | -47.9 | -9.8 | 39.3 | N/A | N/A | -100.0 | 4.3 | -35.2 | 14.5 | 17.0 | 3.2 | 81.2 | -15.8 | -26.3 | 22.3 | -47.7 | -81.4 | -38.1 | -12.6 | 84.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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See Moderate Allocation Asset Class Trend Rankings |
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