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OBCPX: Old Mutual Dwight S/T Fixed Income Z (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/04/2003 |
| Last Dividend Date: | 02/29/2012 |
| 12-Mo. Yield | 1.72% |
| Expenses | - |
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Performance Analytics (As of 04/13/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 04/04/2003 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 2.0 | 3.0 | 3.2 | 3.1 | 0.7 | 1.5 | 2.3 | 6.8 | 0.2 | 5.6 | 4.3 | 1.9 | 1.9 | 2.5 |
| Sharpe Ratio | NA | 1.64 | 1.82 | 1.08 | 0.94 | 2.02 | 1.15 | 1.51 | 2.78 | -0.21 | 1.37 | 0.6 | -0.23 | 0.9 | 2.91 |
| Draw Down(%) | NA | 0.4 | 0.9 | 5.0 | 5.0 | 0.3 | 0.4 | 0.9 | 1.1 | 5.0 | 0.6 | 0.5 | 0.9 | 0.6 | 0.0 |
| Standard Deviation(%) | NA | 1.2 | 1.6 | 2.3 | 1.9 | 1.2 | 1.3 | 1.5 | 2.4 | 3.7 | 1.8 | 1.5 | 1.4 | 1.0 | 1.0 |
| Treynor Ratio | NA | 0.03 | 0.05 | 0.04 | 0.03 | 0.04 | 0.02 | 0.04 | 0.11 | -0.01 | 0.04 | 0.01 | 0.0 | 0.04 | 0.11 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.58 | 0.63 | 0.61 | 0.57 | 0.57 | 0.62 | 0.58 | 0.63 | 0.61 | 0.62 | 0.7 | 0.68 | 0.26 | 0.26 |
| RSquared | NA | 0.49 | 0.59 | 0.51 | 0.49 | 0.39 | 0.55 | 0.61 | 0.55 | 0.43 | 0.72 | 0.71 | 0.6 | 0.27 | 0.36 |
| Yield(%) | N/A | 1.7 | 2.0 | 2.7 | N/A | 0.3 | 1.8 | 1.9 | 3.0 | 3.8 | 4.0 | 3.6 | 2.7 | 3.1 | 2.5 |
| Dividend Growth(%) | N/A | 5.5 | -46.5 | N/A | N/A | -84.7 | -5.9 | -34.7 | -24.2 | -3.1 | 10.7 | 32.1 | -13.3 | 23.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2003
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
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