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STABLEVALUE: STABLEVALUE (UNDEFINED)
Basic Info 1 0(0.0%) June 04
| Asset Class: | SHORT GOVERNMENT |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 12/31/1999 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 20.17% |
| Expenses | - |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/31/1999 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 3.3 | 22.0 | 29.3 | 22.6 | 11.5 | 8.1 | 6.7 | 5.9 | 32.5 | 33.7 | 31.1 | 14.9 | 1.0 | 0.6 | 1.5 | 2.0 | 1.6 | 1.3 | 1.5 | 1.8 | 1.6 | 1.2 | 1.9 | 2.2 | 2.3 | 2.6 | 3.2 | 3.3 | 3.0 | 3.0 | 2.8 | 3.2 | 3.5 | 4.2 | 0.0 |
| Sharpe Ratio | NA | 8.62 | 25.64 | 46.81 | 26.48 | 12.2 | NA | NA | 8.01 | 85.14 | 273.38 | 131.08 | 19.34 | 123.21 | 23.73 | 0.74 | 94.07 | 119.62 | 85.53 | 201.18 | 204.12 | 87.72 | 132.64 | 69.56 | 104.41 | 127.61 | 81.96 | 6.48 | -6.43 | 89.7 | 169.36 | 138.18 | 88.84 | 81.48 | 1.25 | NA |
| Draw Down(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Standard Deviation(%) | NA | 0.6 | 0.8 | 0.6 | 0.8 | 0.8 | NA | NA | 0.6 | 0.3 | 0.1 | 0.2 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Treynor Ratio | NA | -1.54 | 27.96 | -145.87 | 14.54 | 11.07 | NA | NA | 33.66 | -26.37 | -94.13 | -167.16 | 13.48 | -24.62 | 6.43 | -0.52 | -98.01 | -30.39 | -15.36 | -21.44 | -54.7 | -42.45 | -17.6 | 29.69 | -52.71 | -28.15 | -28.33 | -1.32 | 4.82 | -16.82 | -39.3 | -33.32 | -54.16 | -26.87 | -0.2 | 1.0 |
| Alpha | NA | 0.02 | 0.07 | 0.09 | 0.07 | 0.04 | NA | NA | 0.02 | 0.1 | 0.1 | 0.09 | 0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA |
| Beta | NA | -0.04 | 0.01 | 0.0 | 0.01 | 0.01 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA |
| RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.02 | 0.0 |
| Yield(%) | N/A | 3.0 | 19.7 | 25.6 | 20.3 | 10.9 | 7.9 | 6.6 | N/A | 28.0 | 29.1 | 27.1 | 14.1 | 0.0 | 0.1 | 1.7 | 2.5 | 2.5 | 1.0 | 2.4 | 2.5 | 2.2 | 0.9 | 2.5 | 2.5 | 2.5 | 2.5 | 2.5 | 2.5 | 2.5 | 2.5 | 2.5 | 2.5 | 2.5 | 4.8 | 0.0 |
| Dividend Growth(%) | N/A | -89.1 | -29.3 | 214.0 | 1306.1 | 378.2 | N/A | N/A | N/A | -3.8 | 7.3 | 92.0 | N/A | -100.0 | -96.6 | -30.3 | 0.8 | 146.5 | -57.9 | -4.8 | 12.5 | 135.8 | -61.5 | -1.6 | -0.4 | -0.4 | 0.8 | 0.0 | 0.4 | -0.8 | 0.0 | 0.0 | -0.8 | -47.6 | 24150.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/31/1999
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