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
SGBSX: Sun Capital Investment Grade Bond Svc (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/23/2004 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/16/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/23/2004 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.0 | 0.4 | -0.6 | -0.7 | 0.0 | -2.6 | 1.6 | 3.7 | 15.4 | -17.3 | -1.4 | -1.0 | -3.6 | 2.2 |
| Sharpe Ratio | NA | -0.54 | 0.08 | -0.16 | -0.44 | 0.0 | -0.49 | 0.41 | 1.1 | 3.72 | -2.63 | -1.27 | -1.39 | -1.95 | 1.15 |
| Draw Down(%) | NA | 6.1 | 6.1 | 20.4 | 25.1 | 0.0 | 6.1 | 4.1 | 3.8 | 3.3 | 20.4 | 3.7 | 4.1 | 5.5 | 1.1 |
| Standard Deviation(%) | NA | 5.6 | 4.4 | 5.0 | 4.3 | NA | 5.5 | 3.8 | 3.3 | 4.1 | 6.9 | 3.5 | 3.1 | 3.0 | 3.3 |
| Treynor Ratio | NA | -0.05 | 0.01 | -0.01 | -0.03 | NA | -0.04 | 0.02 | 0.07 | 0.31 | -0.26 | -0.07 | -0.06 | -0.09 | 0.06 |
| Alpha | NA | -0.03 | -0.02 | -0.02 | -0.02 | 0.0 | -0.03 | -0.01 | -0.01 | 0.02 | -0.06 | -0.03 | -0.02 | -0.02 | -0.01 |
| Beta | NA | 0.64 | 0.6 | 0.61 | 0.62 | 0.0 | 0.65 | 0.62 | 0.55 | 0.49 | 0.69 | 0.67 | 0.72 | 0.65 | 0.69 |
| RSquared | NA | 0.12 | 0.37 | 0.5 | 0.56 | 0.0 | 0.14 | 0.66 | 0.74 | 0.68 | 0.62 | 0.76 | 0.69 | 0.66 | 0.83 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | 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 07/23/2004
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 01/16/2013.Latest Articles Related to SGBSX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
