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SALAX: Schroder Multi Asset Growth A (MUTUAL FUND)
Basic Info
| Asset Class: | World Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/27/2007 |
| Last Dividend Date: | 12/10/2010 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 02/24/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 12/27/2007 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -10.1 | 12.1 | -2.8 | 0.0 | -8.8 | 12.8 | 25.0 | -31.2 | 0.3 |
| Sharpe Ratio | NA | -0.82 | 0.78 | -0.18 | 0.0 | -0.67 | 0.65 | 1.67 | -1.56 | 38.82 |
| Draw Down(%) | NA | 17.7 | 17.7 | 42.4 | 0.0 | 17.7 | 11.8 | 17.1 | 40.0 | 0.0 |
| Standard Deviation(%) | NA | 12.3 | 15.5 | 17.0 | NA | 13.0 | 19.4 | 14.9 | 20.5 | 1.1 |
| Treynor Ratio | NA | -0.18 | 0.15 | -0.03 | NA | -0.14 | 0.12 | 0.25 | -0.33 | 3.09 |
| Alpha | NA | -0.05 | -0.01 | -0.02 | 0.0 | -0.03 | 0.01 | 0.01 | -0.06 | 0.11 |
| Beta | NA | 0.57 | 0.83 | 0.9 | 0.0 | 0.61 | 1.08 | 0.99 | 0.96 | 0.14 |
| RSquared | NA | 0.45 | 0.47 | 0.65 | 0.0 | 0.5 | 0.38 | 0.85 | 0.92 | 1.0 |
| Yield(%) | N/A | 0.0 | 2.8 | N/A | 0.0 | 0.0 | 4.2 | 2.4 | 3.3 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | -100.0 | 113.0 | -51.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/2007
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