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SINIX: Seligman Income and Growth I (MUTUAL FUND)
Basic Info
| Asset Class: | Moderate Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/12/2003 |
| Last Dividend Date: | 06/24/2009 |
| 12-Mo. Yield | 1.48% |
| Expenses | - |
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Performance Analytics (As of 10/14/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 06/12/2003 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.7 | -10.7 | -3.1 | -1.5 | 13.3 | -37.6 | -2.7 | 15.5 | 0.5 | 8.3 | 4.8 |
| Sharpe Ratio | NA | 0.18 | -0.61 | -0.32 | -0.22 | 0.93 | -1.36 | -0.5 | 1.77 | -0.26 | 1.03 | 0.98 |
| Draw Down(%) | NA | 20.6 | 52.0 | 52.0 | 52.0 | 16.4 | 45.4 | 11.6 | 3.8 | 4.7 | 5.2 | 5.3 |
| Standard Deviation(%) | NA | 25.2 | 20.2 | 16.2 | 14.8 | 18.4 | 28.3 | 11.9 | 6.8 | 6.7 | 7.1 | 8.3 |
| Treynor Ratio | NA | 0.04 | -0.11 | -0.05 | -0.03 | 0.18 | -0.33 | -0.05 | 0.13 | -0.02 | 0.07 | 0.08 |
| Alpha | NA | -0.04 | -0.04 | -0.03 | -0.03 | -0.02 | -0.07 | -0.04 | 0.02 | -0.02 | -0.01 | -0.02 |
| Beta | NA | 1.04 | 1.13 | 1.11 | 1.11 | 0.97 | 1.18 | 1.23 | 0.96 | 0.99 | 0.98 | 1.03 |
| RSquared | NA | 0.95 | 0.93 | 0.93 | 0.93 | 0.91 | 0.96 | 0.9 | 0.87 | 0.94 | 0.91 | 0.88 |
| Yield(%) | N/A | 1.5 | 2.8 | 2.8 | N/A | 0.6 | 3.1 | 4.9 | 2.6 | 1.2 | 1.5 | 0.3 |
| Dividend Growth(%) | N/A | -77.5 | 62.3 | N/A | N/A | -88.1 | -41.0 | 107.7 | 115.4 | -14.3 | 355.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/12/2003
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See Moderate Allocation Asset Class Trend Rankings |
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* Day change on 10/14/2009.Best Closed End Funds
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