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NECSX: American Indep NestEgg I (MUTUAL FUND)
Basic Info
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/15/2003 |
| Last Dividend Date: | 08/31/2012 |
| 12-Mo. Yield | 0.27% |
| Expenses | 0.76% |
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Performance Analytics (As of 03/26/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/15/2003 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -9.5 | -14.1 | -1.0 | -1.8 | -0.8 | -9.5 | -3.2 | 3.4 | 8.6 | 5.8 | -12.4 | -0.1 | 0.1 | -3.7 | 1.1 | 3.8 |
| Sharpe Ratio | NA | -1.08 | -0.12 | -0.22 | -0.28 | -1.69 | -0.49 | 0.68 | 1.89 | 0.74 | -1.51 | -0.64 | -0.6 | -0.9 | 0.02 | 1.57 |
| Draw Down(%) | NA | 15.0 | 15.0 | 21.7 | 25.9 | 9.5 | 6.1 | 3.4 | 2.4 | 9.6 | 18.6 | 4.5 | 4.4 | 5.2 | 5.6 | 2.6 |
| Standard Deviation(%) | NA | 13.1 | 8.8 | 8.8 | 7.0 | 20.6 | 6.7 | 5.0 | 4.5 | 7.7 | 8.8 | 4.9 | 5.3 | 6.6 | 5.6 | 4.9 |
| Treynor Ratio | NA | -0.46 | -0.03 | -0.05 | -0.05 | -0.52 | -0.11 | 0.08 | 0.2 | 0.12 | -0.34 | -0.09 | -0.05 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.07 | -0.02 | -0.02 | -0.01 | -0.2 | -0.02 | 0.01 | 0.01 | -0.01 | -0.02 | -0.02 | -0.03 | NA | NA | NA |
| Beta | NA | 0.31 | 0.41 | 0.42 | 0.41 | 0.66 | 0.29 | 0.42 | 0.42 | 0.48 | 0.39 | 0.36 | 0.62 | NA | NA | NA |
| RSquared | NA | 0.02 | 0.16 | 0.39 | 0.35 | 0.02 | 0.06 | 0.74 | 0.67 | 0.79 | 0.85 | 0.38 | 0.25 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.3 | 3.4 | 1.9 | N/A | 0.0 | 0.3 | 5.3 | 4.5 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -94.9 | 7230.8 | N/A | N/A | -100.0 | -94.2 | 22.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/15/2003
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2000-2010 Asset Class Trend Rankings |
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