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PSDFX: Performance Strategic Dividend Inst (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/30/2005 |
| Last Dividend Date: | 08/31/2012 |
| 12-Mo. Yield | 1.91% |
| Expenses | 1.03% |
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Performance Analytics (As of 09/24/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/30/2005 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 20.6 | 12.7 | 0.0 | 2.4 | 8.4 | 5.7 | 16.2 | 20.1 | -34.3 | -0.8 | 13.5 | 0.4 |
| Sharpe Ratio | NA | 1.42 | 0.76 | -0.01 | 0.05 | 1.11 | 0.28 | 0.98 | 0.73 | -0.92 | -0.27 | 1.05 | -0.17 |
| Draw Down(%) | NA | 7.6 | 16.6 | 55.3 | 55.6 | 7.6 | 16.6 | 12.3 | 29.6 | 42.4 | 9.9 | 6.7 | 7.7 |
| Standard Deviation(%) | NA | 14.5 | 16.5 | 24.7 | 21.5 | 10.4 | 19.9 | 16.5 | 27.3 | 38.3 | 14.6 | 9.6 | 10.8 |
| Treynor Ratio | NA | 0.28 | 0.15 | 0.0 | 0.01 | 0.15 | 0.07 | 0.18 | 0.24 | -0.44 | -0.05 | 0.11 | -0.02 |
| Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 | 0.02 | 0.01 | 0.01 | -0.03 | -0.01 | -0.02 | -0.04 |
| Beta | NA | 0.73 | 0.82 | 0.81 | 0.82 | 0.78 | 0.79 | 0.87 | 0.85 | 0.79 | 0.81 | 0.93 | 0.94 |
| RSquared | NA | 0.85 | 0.91 | 0.87 | 0.87 | 0.9 | 0.9 | 0.94 | 0.96 | 0.81 | 0.88 | 0.84 | 0.79 |
| Yield(%) | N/A | 1.9 | 1.7 | 0.7 | N/A | 1.3 | 1.5 | 1.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 14.9 | N/A | N/A | N/A | -9.8 | 23.5 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/30/2005
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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