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PHF: Pacholder High Yield (CEF)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/26/1990 |
| Last Dividend Date: | 03/27/2017 |
| 12-Mo. Yield | 5.82% |
| Expenses | - |
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Performance Analytics (As of 07/10/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/26/1990 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 19.2 | 4.9 | 5.6 | 8.1 | 11.6 | 7.3 | 8.9 | 12.8 | 30.9 | -9.8 | 1.5 | -3.3 | 9.3 | 16.7 | 28.0 | 126.7 | -46.5 | -9.1 | 26.4 | -4.7 | 18.1 | 66.2 | -20.8 | 3.0 | 4.7 | -19.9 | -0.7 | 13.0 | 13.8 | 19.5 | -12.7 | 22.5 | 23.3 | 52.7 | -14.8 |
| Sharpe Ratio | NA | 1.92 | 0.4 | 0.42 | 0.29 | NA | NA | 0.25 | 2.96 | 2.34 | -0.9 | 0.13 | -0.21 | 0.62 | 0.76 | 1.67 | 3.53 | -0.74 | -0.6 | 1.96 | -0.49 | 0.92 | 3.35 | -0.85 | 0.03 | 0.04 | -2.12 | -0.26 | -2.91 | 0.75 | 1.15 | -0.83 | 1.05 | 1.3 | 2.6 | -1.32 |
| Draw Down(%) | NA | 6.0 | 26.2 | 28.7 | 71.1 | NA | NA | 71.1 | 2.5 | 6.1 | 20.2 | 19.8 | 15.1 | 16.5 | 18.8 | 12.7 | 36.6 | 69.7 | 23.4 | 4.8 | 13.6 | 22.4 | 13.4 | 41.0 | 21.7 | 21.5 | 21.4 | 21.6 | 11.3 | 10.3 | 8.0 | 21.2 | 9.3 | 7.0 | 6.8 | 21.7 |
| Standard Deviation(%) | NA | 9.8 | 11.8 | 13.1 | 27.4 | NA | NA | 21.9 | 8.7 | 13.1 | 11.0 | 11.4 | 15.6 | 15.1 | 22.0 | 16.7 | 35.9 | 64.2 | 20.2 | 11.8 | 14.0 | 18.6 | 19.5 | 25.8 | 27.4 | 18.4 | 10.9 | 15.5 | 14.5 | 13.6 | 13.6 | 18.9 | 19.4 | 15.9 | 18.7 | 27.1 |
| Treynor Ratio | NA | 0.22 | 0.04 | 0.05 | 0.05 | NA | NA | 0.04 | 0.49 | 0.3 | -0.09 | 0.01 | -0.03 | 0.23 | 0.14 | 0.29 | 0.61 | -0.19 | -0.08 | 1.08 | -0.14 | 0.16 | -1.6 | -0.27 | 0.01 | 0.01 | -0.28 | -0.02 | -8.38 | 0.13 | 0.18 | -0.26 | 0.4 | -6.99 | -1.42 | -3.65 |
| Alpha | NA | 0.05 | 0.0 | 0.0 | 0.0 | NA | NA | 0.03 | 0.08 | 0.07 | -0.03 | -0.01 | -0.03 | 0.02 | 0.04 | 0.06 | 0.08 | 0.07 | -0.04 | 0.08 | -0.02 | 0.04 | 0.23 | -0.09 | 0.01 | 0.03 | -0.07 | 0.03 | -0.15 | 0.05 | 0.04 | -0.03 | 0.07 | 0.08 | 0.17 | -0.14 |
| Beta | NA | 0.86 | 1.08 | 1.02 | 1.7 | NA | NA | 1.26 | 0.52 | 1.03 | 1.1 | 0.99 | 1.23 | 0.4 | 1.17 | 0.97 | 2.09 | 2.53 | 1.47 | 0.22 | 0.49 | 1.11 | -0.41 | 0.82 | 1.14 | 0.96 | 0.83 | 1.65 | 0.05 | 0.79 | 0.87 | 0.59 | 0.51 | -0.03 | -0.34 | 0.1 |
| RSquared | NA | 0.07 | 0.15 | 0.09 | 0.1 | NA | NA | 0.06 | 0.03 | 0.16 | 0.16 | 0.09 | 0.06 | 0.01 | 0.08 | 0.07 | 0.13 | 0.13 | 0.09 | 0.0 | 0.01 | 0.04 | 0.01 | 0.02 | 0.09 | 0.04 | 0.03 | 0.11 | 0.0 | 0.03 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 5.8 | 6.2 | 7.0 | 7.5 | 11.2 | 5.9 | N/A | 1.9 | 9.6 | 8.1 | 8.6 | 8.4 | 10.1 | 10.6 | 12.5 | 17.2 | 11.9 | 9.2 | 10.4 | 9.2 | 9.8 | 14.8 | 13.2 | 17.8 | 14.1 | 10.2 | 9.3 | 10.5 | 9.9 | 14.3 | 8.9 | 11.7 | 10.8 | 12.8 | 2.0 |
| Dividend Growth(%) | N/A | -30.8 | -34.4 | -24.4 | -43.4 | N/A | N/A | N/A | -76.7 | -4.3 | -10.4 | -10.7 | -16.8 | 2.4 | -2.8 | 38.6 | -30.9 | 6.1 | 0.0 | 0.0 | 0.0 | -4.3 | -21.0 | -38.3 | 14.9 | 0.0 | -1.2 | -9.6 | 10.6 | -28.9 | 25.8 | -17.4 | 24.3 | 20.1 | 413.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/1990
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See High Yield Bond Asset Class Trend Rankings |
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