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MRAIX: MRAIX (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/05/2007 |
| Last Dividend Date: | 07/31/2013 |
| 12-Mo. Yield | 4.86% |
| Expenses | 0.55% |
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Performance Analytics (As of 08/21/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/05/2007 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | -1.3 | 3.1 | 6.5 | 6.2 | -3.5 | 6.4 | 6.7 | 7.8 | 21.5 | -4.3 | 5.6 |
| Sharpe Ratio | NA | -0.42 | 0.82 | 1.22 | 1.07 | -1.49 | 2.31 | 1.64 | 1.92 | 3.03 | -0.64 | 1.53 |
| Draw Down(%) | NA | 5.0 | 5.0 | 13.5 | 13.5 | 5.0 | 1.5 | 1.7 | 3.3 | 7.6 | 13.5 | 1.5 |
| Standard Deviation(%) | NA | 3.3 | 3.7 | 5.3 | 5.3 | 3.7 | 2.8 | 4.1 | 4.0 | 7.1 | 8.1 | 4.6 |
| Treynor Ratio | NA | -0.02 | 0.04 | 0.08 | 0.07 | -0.06 | 0.08 | 0.09 | 0.11 | 0.25 | -0.07 | 0.09 |
| Alpha | NA | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.01 |
| Beta | NA | 0.82 | 0.78 | 0.76 | 0.78 | 0.84 | 0.79 | 0.76 | 0.71 | 0.84 | 0.74 | 0.8 |
| RSquared | NA | 0.82 | 0.84 | 0.64 | 0.67 | 0.82 | 0.78 | 0.85 | 0.84 | 0.69 | 0.51 | 0.87 |
| Yield(%) | N/A | 4.9 | 5.0 | 5.6 | N/A | 1.3 | 5.1 | 4.6 | 6.1 | 5.1 | 7.8 | 2.7 |
| Dividend Growth(%) | N/A | 2.3 | 0.2 | N/A | N/A | -74.4 | 12.8 | -22.9 | 39.1 | -43.0 | 197.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/05/2007
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