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RSBAX: RiverSource Income Builder Enh Inc A (MUTUAL FUND)
Basic Info
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/29/2006 |
| Last Dividend Date: | 03/25/2011 |
| 12-Mo. Yield | 4.52% |
| Expenses | - |
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Performance Analytics (As of 05/18/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 06/29/2006 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 12.9 | 6.2 | 6.2 | 3.5 | 12.7 | 28.9 | -21.3 | 3.7 | 9.5 |
| Sharpe Ratio | NA | 2.17 | 0.63 | 0.61 | 2.86 | 1.73 | 2.8 | -2.08 | 0.1 | 4.27 |
| Draw Down(%) | NA | 2.8 | 27.0 | 29.9 | 1.5 | 5.9 | 9.5 | 25.9 | 5.9 | 1.1 |
| Standard Deviation(%) | NA | 5.9 | 9.4 | 8.2 | 3.3 | 7.3 | 10.3 | 10.6 | 6.5 | 3.8 |
| Treynor Ratio | NA | 0.14 | 0.07 | 0.06 | 0.17 | 0.11 | 0.3 | -0.31 | 0.01 | 0.25 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.04 | -0.07 | -0.01 | 0.02 |
| Beta | NA | 0.94 | 0.84 | 0.84 | 0.56 | 1.12 | 0.96 | 0.72 | 0.96 | 0.65 |
| RSquared | NA | 0.62 | 0.75 | 0.72 | 0.37 | 0.74 | 0.72 | 0.83 | 0.7 | 0.38 |
| Yield(%) | N/A | 4.5 | 4.2 | N/A | 0.8 | 4.9 | 5.3 | 4.2 | 6.3 | 2.5 |
| Dividend Growth(%) | N/A | 8.1 | N/A | N/A | -83.0 | 14.9 | -5.5 | -35.1 | 173.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/29/2006
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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Best ETFs
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Best Closed End Funds
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- FT (Franklin Universal Closed Fund) (99%)
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