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OIDSX: Old Mutual Dwight S/T Fixed Income Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/28/2006 |
| Last Dividend Date: | 02/29/2012 |
| 12-Mo. Yield | 1.85% |
| 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 12/28/2006 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 2.2 | 3.2 | 3.3 | 3.2 | 0.7 | 1.5 | 2.5 | 7.0 | 0.4 | 5.1 | 0.0 |
| Sharpe Ratio | NA | 1.83 | 1.93 | 1.15 | 1.08 | 2.45 | 1.15 | 1.68 | 2.9 | -0.13 | 1.1 | NA |
| Draw Down(%) | NA | 0.4 | 0.9 | 5.0 | 5.0 | 0.4 | 0.5 | 0.9 | 1.1 | 5.0 | 0.5 | 0.0 |
| Standard Deviation(%) | NA | 1.2 | 1.6 | 2.3 | 2.3 | 1.0 | 1.3 | 1.5 | 2.4 | 3.8 | 1.9 | 0.0 |
| Treynor Ratio | NA | 0.04 | 0.05 | 0.04 | 0.04 | 0.06 | 0.03 | 0.04 | 0.11 | -0.01 | 0.03 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | NA |
| Beta | NA | 0.55 | 0.62 | 0.62 | 0.61 | 0.43 | 0.56 | 0.59 | 0.63 | 0.62 | 0.66 | NA |
| RSquared | NA | 0.47 | 0.6 | 0.51 | 0.51 | 0.29 | 0.45 | 0.63 | 0.56 | 0.44 | 0.71 | 0.0 |
| Yield(%) | N/A | 1.9 | 2.2 | 2.9 | N/A | 0.3 | 1.9 | 2.0 | 3.1 | 4.0 | 3.6 | 0.0 |
| Dividend Growth(%) | N/A | 5.1 | N/A | N/A | N/A | -84.8 | -5.4 | -33.1 | -25.2 | 13.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2006
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