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LAALX: Leuthold Asset Allocation Retail (MUTUAL FUND)
Basic Info
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/30/2006 |
| Last Dividend Date: | 09/19/2013 |
| 12-Mo. Yield | 2.81% |
| Expenses | 1.40% |
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Performance Analytics (As of 01/30/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/30/2006 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.2 | 4.5 | 11.1 | 3.8 | 0.0 | 9.7 | 8.0 | -3.6 | 8.2 | 30.3 | -30.9 | 13.1 | 5.9 |
| Sharpe Ratio | NA | 0.77 | 0.45 | 0.84 | 0.19 | 0.0 | 1.18 | 0.89 | -0.29 | 0.54 | 1.49 | -1.1 | 1.02 | 0.81 |
| Draw Down(%) | NA | 7.7 | 14.9 | 14.9 | 43.4 | 0.0 | 7.7 | 9.4 | 14.9 | 12.6 | 18.6 | 43.4 | 6.6 | 6.0 |
| Standard Deviation(%) | NA | 8.0 | 9.9 | 13.2 | 15.8 | NA | 8.2 | 9.1 | 12.4 | 15.0 | 20.3 | 28.8 | 9.8 | 8.3 |
| Treynor Ratio | NA | 0.06 | 0.05 | 0.1 | 0.03 | NA | 0.09 | 0.07 | -0.04 | 0.06 | 0.27 | -0.27 | 0.11 | 0.06 |
| Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | 0.0 | -0.04 | -0.02 | -0.03 | -0.03 | 0.02 | -0.03 | 0.03 | -0.03 |
| Beta | NA | 1.0 | 0.91 | 1.06 | 1.11 | 0.0 | 1.1 | 1.17 | 0.81 | 1.33 | 1.14 | 1.17 | 0.94 | 1.05 |
| RSquared | NA | 0.77 | 0.8 | 0.82 | 0.86 | 0.0 | 0.85 | 0.9 | 0.79 | 0.89 | 0.86 | 0.91 | 0.77 | 0.72 |
| Yield(%) | N/A | 2.8 | 2.8 | 2.9 | N/A | 0.0 | 2.9 | 3.6 | 2.0 | 0.7 | 1.5 | 2.0 | 5.0 | 0.7 |
| Dividend Growth(%) | N/A | -17.4 | 113.2 | N/A | N/A | -100.0 | -17.4 | 72.0 | 214.9 | -44.6 | -45.5 | -57.5 | 679.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/30/2006
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Aggressive Allocation Asset Class Trend Rankings |
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