It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
SBMRX: SSgA Bond Market R (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/27/2004 |
| Last Dividend Date: | 06/04/2012 |
| 12-Mo. Yield | 1.61% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/02/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/27/2004 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 4.6 | 6.5 | 3.2 | 2.6 | 4.0 | 5.4 | 6.9 | 9.6 | -2.4 | -7.9 | 3.3 | 1.0 | 2.6 |
| Sharpe Ratio | NA | 1.24 | 1.82 | 0.55 | 0.31 | 2.23 | 1.4 | 1.85 | 2.22 | -0.51 | -1.97 | 0.0 | -0.39 | 0.83 |
| Draw Down(%) | NA | 1.8 | 3.3 | 13.3 | 15.7 | 1.4 | 1.8 | 3.3 | 1.7 | 8.7 | 10.5 | 2.0 | 2.6 | 2.0 |
| Standard Deviation(%) | NA | 3.7 | 3.5 | 4.9 | 4.3 | 3.0 | 3.9 | 3.7 | 4.3 | 6.6 | 5.5 | 2.9 | 3.1 | 3.9 |
| Treynor Ratio | NA | 0.07 | 0.1 | 0.04 | 0.02 | 0.1 | 0.08 | 0.11 | 0.18 | -0.06 | -0.15 | 0.0 | -0.02 | 0.04 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.05 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.7 | 0.64 | 0.61 | 0.63 | 0.7 | 0.69 | 0.62 | 0.54 | 0.6 | 0.71 | 0.68 | 0.66 | 0.76 |
| RSquared | NA | 0.68 | 0.73 | 0.56 | 0.58 | 0.56 | 0.78 | 0.77 | 0.77 | 0.5 | 0.36 | 0.73 | 0.66 | 0.72 |
| Yield(%) | N/A | 1.6 | 2.8 | 3.1 | N/A | 0.8 | 2.5 | 3.0 | 4.1 | 3.4 | 5.6 | 4.6 | 3.4 | 3.3 |
| Dividend Growth(%) | N/A | -45.0 | -41.8 | N/A | N/A | -66.4 | -15.1 | -22.5 | 13.2 | -47.2 | 19.6 | 33.8 | 1.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/27/2004
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) (99%)
- BND (Vanguard Total Bond Market ETF) (99%)
- GBF (iShares Government/Credit Bond ETF) (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) (99%)
- MBB (iShares MBS ETF) (98%)
- VCIT (Vanguard Intermediate-Term Corporate Bond ETF) (36%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) (36%)
- SCHZ (Schwab US Aggregate Bond ETF) (31%)
- CMBS (iShares CMBS ETF) (31%)
Best Closed End Funds
* Day change on 08/02/2012.Latest Articles Related to SBMRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
