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LMAAX: Fifth Third LifeModel Moderately Agrsv A (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/05/2002 |
| Last Dividend Date: | 06/27/2012 |
| 12-Mo. Yield | 0.47% |
| Expenses | 1.30% |
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Performance Analytics (As of 01/31/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/05/2002 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 5.9 | 9.1 | 1.5 | 6.2 | 6.0 | 0.0 | 10.5 | 1.3 | 12.9 | 21.2 | -33.4 | 8.4 | 12.3 | 5.9 | 6.9 | 27.1 | 2.8 |
| Sharpe Ratio | NA | 0.69 | 0.63 | 0.07 | 0.33 | 0.31 | 0.0 | 1.21 | 0.07 | 0.87 | 1.17 | -1.32 | 0.32 | 1.02 | 0.42 | 0.61 | 2.03 | 0.31 |
| Draw Down(%) | NA | 8.7 | 16.0 | 44.4 | 47.0 | 47.0 | 0.0 | 8.7 | 16.0 | 12.4 | 19.9 | 40.8 | 9.2 | 8.1 | 5.8 | 9.4 | 10.2 | 13.4 |
| Standard Deviation(%) | NA | 8.4 | 14.5 | 18.0 | 15.2 | 15.3 | NA | 8.7 | 18.8 | 14.7 | 18.0 | 26.0 | 16.2 | 8.7 | 8.8 | 9.7 | 13.0 | 19.0 |
| Treynor Ratio | NA | 0.06 | 0.07 | 0.01 | 0.04 | 0.04 | NA | 0.11 | 0.01 | 0.09 | 0.2 | -0.31 | 0.04 | 0.07 | 0.03 | 0.05 | 0.2 | 0.05 |
| Alpha | NA | -0.02 | -0.02 | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | -0.05 | 0.01 | 0.0 | 0.0 | -0.02 | 0.0 | -0.03 |
| Beta | NA | 0.93 | 1.3 | 1.15 | 1.17 | 1.17 | 0.0 | 0.98 | 1.36 | 1.36 | 1.06 | 1.09 | 1.29 | 1.24 | 1.25 | 1.29 | 1.32 | 1.17 |
| RSquared | NA | 0.66 | 0.92 | 0.94 | 0.88 | 0.88 | 0.0 | 0.69 | 0.98 | 0.96 | 0.95 | 0.97 | 0.53 | 0.89 | 0.85 | 0.88 | 0.91 | 0.89 |
| Yield(%) | N/A | 0.5 | 1.3 | 2.6 | 5.0 | N/A | 0.0 | 0.5 | 1.6 | 1.6 | 3.6 | 7.7 | 11.0 | 4.3 | 3.7 | 1.7 | 2.8 | 0.2 |
| Dividend Growth(%) | N/A | -70.2 | -87.2 | -44.8 | N/A | N/A | -100.0 | -70.2 | 14.8 | -49.2 | -71.9 | -33.4 | 178.2 | 18.9 | 130.4 | -28.2 | 1762.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2002
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See Moderate Allocation Asset Class Trend Rankings |
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