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SSINX: SSgA Intermediate Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 07/02/2013 |
| 12-Mo. Yield | 0.80% |
| Expenses | 0.60% |
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Performance Analytics (As of 01/30/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -1.7 | 2.5 | 4.3 | 2.0 | 3.3 | 4.0 | 0.0 | -2.1 | 5.7 | 4.6 | 6.0 | 7.6 | -0.7 | -5.2 | 3.4 | -0.1 | 2.2 | 2.9 | 8.7 | 8.1 | 10.1 | -0.0 | 7.9 | 7.4 | 5.0 |
| Sharpe Ratio | NA | -0.99 | 0.98 | 1.38 | 0.27 | NA | 0.65 | 0.0 | -1.18 | 2.23 | 1.52 | 1.81 | 1.75 | -0.28 | -1.82 | 0.04 | -0.9 | 0.36 | 0.55 | 1.97 | 1.46 | 2.32 | -1.1 | 1.56 | 1.62 | 1.89 |
| Draw Down(%) | NA | 3.5 | 3.5 | 3.5 | 11.5 | NA | 11.5 | 0.0 | 3.5 | 1.0 | 1.5 | 2.9 | 2.1 | 7.7 | 7.7 | 1.3 | 2.3 | 4.1 | 4.2 | 2.4 | 3.1 | 2.0 | 2.4 | 2.1 | 1.4 | 1.3 |
| Standard Deviation(%) | NA | 1.8 | 2.5 | 3.1 | 3.5 | NA | 3.4 | NA | 1.8 | 2.5 | 3.0 | 3.3 | 4.3 | 5.7 | 4.5 | 2.2 | 2.6 | 3.5 | 4.0 | 3.8 | 4.0 | 2.6 | 3.0 | 3.0 | 2.4 | 3.3 |
| Treynor Ratio | NA | -0.06 | 0.05 | 0.08 | 0.02 | NA | 0.04 | NA | -0.06 | 0.11 | 0.08 | 0.11 | 0.13 | -0.03 | -0.13 | 0.0 | -0.04 | 0.02 | 0.03 | 0.12 | 0.11 | 0.14 | -0.06 | 0.1 | 0.09 | 0.12 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.04 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 |
| Beta | NA | 0.32 | 0.47 | 0.53 | 0.56 | NA | 0.55 | 0.0 | 0.35 | 0.52 | 0.54 | 0.56 | 0.56 | 0.58 | 0.63 | 0.51 | 0.55 | 0.67 | 0.69 | 0.64 | 0.54 | 0.44 | 0.51 | 0.45 | 0.45 | 0.52 |
| RSquared | NA | 0.47 | 0.56 | 0.71 | 0.64 | NA | 0.68 | 0.0 | 0.51 | 0.4 | 0.77 | 0.79 | 0.81 | 0.64 | 0.43 | 0.69 | 0.64 | 0.82 | 0.79 | 0.79 | 0.68 | 0.68 | 0.79 | 0.7 | 0.67 | 0.79 |
| Yield(%) | N/A | 0.8 | 1.4 | 2.1 | 2.7 | 3.5 | N/A | 0.0 | 0.9 | 1.5 | 2.0 | 2.6 | 3.0 | 3.8 | 4.6 | 4.3 | 2.6 | 3.8 | 3.0 | 5.0 | 6.5 | 5.8 | 5.4 | 7.0 | 5.7 | 3.5 |
| Dividend Growth(%) | N/A | -44.1 | -52.3 | -53.8 | N/A | N/A | N/A | -100.0 | -36.5 | -23.9 | -19.3 | -11.2 | -24.4 | -24.7 | 5.8 | 61.6 | -32.5 | 26.5 | -37.9 | -23.7 | 18.8 | 0.6 | -22.4 | 25.8 | 66.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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