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REASX: U.S. CORE EQUITY FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/15/1981 |
| Last Dividend Date: | 07/05/2017 |
| 12-Mo. Yield | 10.22% |
| Expenses | 0.78% |
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Performance Analytics (As of 08/18/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/15/1981 |
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 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -9.8 | 2.8 | 5.3 | 11.0 | 5.5 | 7.5 | 5.5 | 6.4 | -1.2 | 11.5 | 0.6 | 11.8 | 32.0 | 15.9 | -3.0 | 15.6 | 29.7 | -41.8 | 10.6 | 13.7 | 7.8 | 11.6 | 29.2 | -22.4 | -14.5 | -10.5 | 19.0 | 25.1 | 28.3 | 9.8 | 22.4 | -3.9 | 2.0 | 1.9 | 22.8 | -13.5 | 18.9 | 13.9 | -26.0 | 5.3 | 28.8 | -10.0 | 17.5 | 21.8 | 3.1 |
| Sharpe Ratio | NA | 0.16 | 0.34 | 0.79 | 0.24 | NA | NA | 0.18 | -0.16 | 0.8 | 0.04 | 0.97 | 2.8 | 1.13 | -0.12 | 0.81 | 1.05 | -1.01 | 0.45 | 0.93 | 0.52 | 0.93 | 1.69 | -0.93 | -0.5 | -0.63 | 0.88 | 1.02 | 1.39 | 0.38 | 1.42 | -0.66 | -0.01 | -0.05 | 1.22 | -1.14 | 0.86 | 0.6 | -0.79 | 0.06 | 1.45 | -0.85 | 1.16 | 0.75 | 0.9 |
| Draw Down(%) | NA | 11.3 | 15.6 | 15.6 | 57.2 | NA | NA | 57.2 | 11.3 | 12.0 | 12.2 | 8.6 | 5.7 | 12.2 | 22.0 | 16.4 | 26.2 | 52.4 | 9.7 | 9.5 | 6.8 | 8.9 | 13.2 | 31.9 | 32.9 | 18.2 | 12.9 | 24.0 | 10.9 | 13.1 | 11.6 | 9.6 | 8.3 | 9.1 | 10.2 | 20.1 | 13.3 | 7.0 | 37.9 | 9.2 | 10.3 | 20.4 | 5.4 | 8.8 | 1.7 |
| Standard Deviation(%) | NA | 14.2 | 15.0 | 13.7 | 21.9 | NA | NA | 19.5 | 16.1 | 14.1 | 15.7 | 12.0 | 11.4 | 14.2 | 24.8 | 19.1 | 28.2 | 42.2 | 16.8 | 11.1 | 10.6 | 11.4 | 16.9 | 25.3 | 34.2 | 23.5 | 17.8 | 21.1 | 17.6 | 16.0 | 13.0 | 10.6 | 12.1 | 11.2 | 15.3 | 16.5 | 15.1 | 15.0 | 38.0 | 15.9 | 16.1 | 20.0 | 9.6 | 18.5 | 8.2 |
| Treynor Ratio | NA | 0.02 | 0.05 | 0.1 | 0.05 | NA | NA | 0.03 | -0.02 | 0.11 | 0.01 | 0.11 | 0.31 | 0.15 | -0.03 | 0.15 | 0.29 | -0.41 | 0.07 | 0.1 | 0.05 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.04 | -0.01 | -0.01 | -0.01 | NA | NA | 0.02 | -0.09 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | 0.0 | 0.0 | -0.02 | 0.02 | -0.01 | 0.01 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.18 | 1.05 | 1.04 | 1.04 | NA | NA | 1.04 | 1.41 | 1.03 | 1.01 | 1.04 | 1.02 | 1.1 | 1.05 | 1.05 | 1.03 | 1.03 | 1.06 | 1.09 | 1.03 | 1.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.51 | 0.84 | 0.88 | 0.97 | NA | NA | 0.38 | 0.44 | 0.94 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 10.2 | 14.0 | 12.4 | 6.7 | 7.9 | 6.0 | N/A | 0.5 | 11.2 | 20.8 | 16.7 | 1.0 | 1.3 | 1.0 | 1.0 | 1.1 | 1.2 | 10.2 | 5.9 | 5.3 | 1.0 | 0.9 | 0.6 | 0.9 | 3.2 | 11.8 | 8.9 | 26.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -57.4 | 1349.1 | 319.2 | 12.4 | 66.8 | N/A | N/A | -95.4 | -57.7 | 19.4 | 2110.6 | -18.0 | 29.2 | 9.7 | 21.0 | -43.2 | -88.8 | 83.1 | 17.6 | 465.7 | 41.3 | 22.5 | -41.8 | -76.9 | -71.4 | 53.5 | -66.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 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 10/15/1981
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