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VBDFX: WB Capital Bond (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/30/1998 |
| Last Dividend Date: | 02/26/2010 |
| 12-Mo. Yield | 3.54% |
| Expenses | - |
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Performance Analytics (As of 05/24/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/30/1998 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.3 | 5.8 | 4.6 | 5.2 | 4.7 | 1.5 | 9.4 | 1.8 | 6.1 | 3.9 | 1.8 | 4.4 | 3.3 | 4.0 | 8.3 | 10.3 | -0.7 | 3.9 |
| Sharpe Ratio | NA | 2.55 | 1.02 | 0.67 | 0.92 | 0.72 | 1.79 | 2.01 | 0.14 | 0.86 | 0.17 | -0.15 | 0.95 | 0.68 | 0.85 | 1.66 | 2.13 | -1.29 | 0.5 |
| Draw Down(%) | NA | 1.5 | 7.2 | 7.2 | 7.2 | 7.2 | 0.8 | 3.0 | 7.2 | 2.3 | 2.1 | 2.4 | 4.1 | 3.2 | 1.8 | 3.1 | 2.0 | 2.8 | 2.5 |
| Standard Deviation(%) | NA | 3.6 | 4.8 | 4.1 | 3.8 | 3.7 | 2.1 | 4.6 | 6.1 | 3.5 | 2.8 | 2.9 | 3.6 | 3.7 | 3.3 | 3.6 | 2.9 | 3.2 | 3.7 |
| Treynor Ratio | NA | -2.15 | -1.18 | -0.72 | -0.87 | -0.8 | -1.78 | -2.76 | -0.21 | -0.4 | 0.15 | 1.8 | -2.67 | -0.45 | -0.46 | -1.82 | -12.66 | -0.77 | -0.39 |
| Alpha | NA | 0.04 | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.04 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.02 | 0.02 | -0.02 | 0.01 |
| Beta | NA | -0.04 | -0.04 | -0.04 | -0.04 | -0.03 | -0.02 | -0.03 | -0.04 | -0.08 | 0.03 | 0.0 | -0.01 | -0.06 | -0.06 | -0.03 | 0.0 | 0.05 | -0.05 |
| RSquared | NA | 0.05 | 0.07 | 0.05 | 0.05 | 0.04 | 0.04 | 0.04 | 0.08 | 0.12 | 0.01 | 0.0 | 0.0 | 0.07 | 0.23 | 0.04 | 0.0 | 0.09 | 0.08 |
| Yield(%) | N/A | 3.5 | 4.2 | 4.1 | 4.6 | N/A | 0.6 | 4.5 | 4.5 | 4.5 | 4.3 | 4.0 | 4.0 | 3.6 | 4.4 | 5.7 | 6.4 | 5.2 | 3.7 |
| Dividend Growth(%) | N/A | -23.9 | -0.5 | -10.7 | N/A | N/A | -85.8 | -4.5 | 1.4 | 5.0 | 4.5 | 1.5 | 9.8 | -18.5 | -22.0 | -6.3 | 16.0 | 41.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1998
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