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SIBWX: SENTINEL GOVERNMENT SECURITIES FUND CLASS I (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate Government |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/11/2007 |
| Last Dividend Date: | 09/21/2017 |
| 12-Mo. Yield | 2.51% |
| Expenses | 0.57% |
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Performance Analytics (As of 10/27/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/11/2007 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -31.2 | -31.5 | -10.8 | -6.8 | -0.7 | -0.6 | -30.2 | 0.7 | 0.6 | 4.3 | -5.2 | 3.7 | 5.9 | 7.0 | 5.5 | 6.2 | 1.9 |
| Sharpe Ratio | NA | -0.86 | -0.51 | -0.41 | -0.08 | -0.08 | -0.88 | 0.21 | 0.23 | 2.0 | -1.29 | 1.66 | 1.98 | 1.98 | 1.19 | 0.84 | 0.0 |
| Draw Down(%) | NA | 31.8 | 31.9 | 31.9 | 31.9 | 31.9 | 31.8 | 3.5 | 1.9 | 0.8 | 7.0 | 1.5 | 2.1 | 2.9 | 2.7 | 3.2 | 3.0 |
| Standard Deviation(%) | NA | 37.1 | 21.5 | 16.8 | 12.3 | 12.0 | 40.8 | 2.1 | 2.6 | 2.2 | 4.1 | 2.2 | 3.0 | 3.5 | 4.6 | 6.2 | 5.3 |
| Treynor Ratio | NA | -0.26 | -0.16 | -0.1 | -0.02 | -0.02 | -0.24 | 0.01 | 0.01 | 0.08 | -0.06 | 0.07 | 0.13 | 0.13 | 0.11 | 0.09 | 0.0 |
| Alpha | NA | -0.12 | -0.04 | -0.03 | -0.01 | -0.01 | -0.15 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.02 | -0.01 | -0.03 |
| Beta | NA | 1.23 | 0.67 | 0.72 | 0.59 | 0.6 | 1.48 | 0.47 | 0.54 | 0.53 | 0.92 | 0.53 | 0.45 | 0.55 | 0.5 | 0.57 | 0.79 |
| RSquared | NA | 0.02 | 0.02 | 0.03 | 0.08 | 0.08 | 0.02 | 0.66 | 0.81 | 0.63 | 0.75 | 0.58 | 0.56 | 0.72 | 0.55 | 0.49 | 0.63 |
| Yield(%) | N/A | 2.5 | 2.5 | 2.5 | 3.8 | N/A | 2.0 | 2.7 | 2.6 | 2.8 | 2.6 | 3.2 | 3.6 | 7.5 | 6.5 | 3.6 | 0.0 |
| Dividend Growth(%) | N/A | -6.4 | -17.0 | -45.8 | N/A | N/A | -26.8 | 2.3 | -5.4 | -2.5 | -16.4 | -11.0 | -51.9 | 14.5 | 83.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/11/2007
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See Intermediate Government Asset Class Trend Rankings |
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