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
UASPX: United Association S&P 500 Index I (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/27/2000 |
| Last Dividend Date: | 09/30/2013 |
| 12-Mo. Yield | 1.41% |
| Expenses | 0.28% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 02/04/2014)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/27/2000 |
2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 18.6 | 12.1 | 18.3 | 6.6 | 2.8 | 0.0 | 24.5 | 15.7 | 2.1 | 14.6 | 26.7 | -36.7 | 5.5 | 15.9 | 4.8 | 10.8 | 28.6 | -22.5 | -12.7 | -12.3 |
| Sharpe Ratio | NA | 1.86 | 0.73 | 0.96 | 0.27 | 0.07 | 0.0 | 2.33 | 1.24 | 0.09 | 0.8 | 0.98 | -0.92 | 0.15 | 1.26 | 0.25 | 0.89 | 1.63 | -0.91 | -0.71 | -0.94 |
| Draw Down(%) | NA | 5.6 | 18.8 | 21.9 | 54.9 | 54.9 | 0.0 | 5.6 | 9.6 | 18.8 | 15.9 | 27.0 | 47.6 | 9.9 | 7.3 | 7.0 | 7.5 | 13.8 | 33.3 | 29.4 | 15.6 |
| Standard Deviation(%) | NA | 10.0 | 16.5 | 18.9 | 20.5 | 20.7 | NA | 10.5 | 12.7 | 23.5 | 18.1 | 27.2 | 40.8 | 16.0 | 10.0 | 10.3 | 11.1 | 17.1 | 26.0 | 21.6 | 21.1 |
| Treynor Ratio | NA | 0.25 | 0.13 | 0.19 | 0.06 | 0.02 | NA | 0.28 | 0.16 | 0.02 | 0.15 | 0.27 | -0.38 | 0.02 | 0.13 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | -0.01 | -0.02 | -0.02 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | NA | NA | NA | NA |
| Beta | NA | 0.75 | 0.95 | 0.97 | 0.99 | 0.99 | 0.0 | 0.89 | 0.98 | 0.99 | 0.97 | 1.0 | 1.0 | 1.01 | 0.98 | 1.0 | 1.0 | NA | NA | NA | NA |
| RSquared | NA | 0.74 | 0.96 | 0.97 | 0.98 | 0.69 | 0.0 | 0.88 | 1.0 | 1.0 | 0.95 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.4 | 1.7 | 2.7 | 2.1 | N/A | 0.0 | 1.4 | 2.1 | 1.6 | 1.9 | 2.3 | 1.8 | 1.9 | 2.0 | 1.9 | 2.0 | 1.8 | 1.0 | 0.5 | 0.8 |
| Dividend Growth(%) | N/A | -21.8 | 0.0 | -9.2 | N/A | N/A | -100.0 | -21.8 | 36.8 | -7.7 | 0.6 | -15.8 | -4.2 | 4.9 | 10.9 | 0.6 | 40.2 | 34.5 | 70.6 | -40.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2000
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 LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (LONGLEAF PARTNERS FUND LONGLEAF PARTNERS FUND) (100%)
- LMVTX (CLEARBRIDGE VALUE TRUST CLASS C) (100%)
- MPGFX (MAIRS & POWER GROWTH FUND INVESTOR CLASS) (100%)
- YACKX (AMG YACKTMAN FUND CLASS I) (99%)
- FMIHX (LARGE CAP FUND LARGE CAP FUND INVESTOR CLASS) (99%)
- FDGFX (FIDELITY DIVIDEND GROWTH FUND FIDELITY DIVIDEND GROWTH FUND) (99%)
- THPGX (THOMPSON LARGECAP FUND THOMPSON LARGECAP FUND) (99%)
- WVALX (VALUE FUND VALUE FUND - INVESTOR CLASS) (99%)
- OAKMX (OAKMARK FUND INVESTOR CLASS) (99%)
- SWANX (SCHWAB CORE EQUITY FUND INVESTOR SHARES) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF Trust) (100%)
- XLG (Invesco S&P 500 Top 50 ETF) (100%)
- IWB (iShares Russell 1000 ETF) (97%)
- IYY (iShares Dow Jones U.S. ETF) (96%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- IWV (iShares Russell 3000 ETF) (96%)
- RSP (Invesco S&P 500 Equal Weight ETF) (96%)
- XLP (Consumer Staples Select Sector SPDR Fund) (94%)
- DSI (iShares MSCI KLD 400 Social ETF) (93%)
- EPS (WisdomTree U.S. LargeCap Fund) (93%)
Best Closed End Funds
- ADX (Adams Diversified Equity Closed Fund) (95%)
- CLM (Cornerstone Strategic Value Fund Inc) (95%)
- CRF (Cornerstone Strategic Return Fund) (95%)
- ETB (Eaton Vance Tax Managed Buy Write Income Closed Fund) (95%)
- ETY (Eaton Vance Tax Managed Diversified Equity Income Closed Fund) (94%)
- FFA (First Trust Enhanced Equity Income Closed Fund) (94%)
- GAB (Gabelli Equity Trust Closed Fund) (94%)
- GGT (Gabelli MultiMedia Mutual Fund) (94%)
- USA (Liberty All Star Equity Closed Fund) (94%)
- GRF (Eagle Capital Growth Fund Inc) (94%)
Latest Articles Related to UASPX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
