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WPETX: Credit Suisse Trust Intl Eq Flex III (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/17/2000 |
| Last Dividend Date: | 09/09/2011 |
| 12-Mo. Yield | 3.25% |
| Expenses | - |
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Performance Analytics (As of 11/17/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 02/17/2000 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -11.8 | 17.0 | -2.0 | 8.9 | 1.8 | -15.7 | 13.5 | 51.6 | -55.9 | 29.9 | 32.5 | 27.9 | 24.9 | 42.9 | -11.7 | -9.6 | -38.9 |
| Sharpe Ratio | NA | -0.5 | 0.63 | -0.09 | 0.31 | 0.01 | -0.73 | 0.64 | 1.82 | -1.19 | 1.1 | 1.55 | 2.07 | 1.44 | 3.12 | -0.66 | -0.6 | -2.22 |
| Draw Down(%) | NA | 26.6 | 26.6 | 68.2 | 68.2 | 68.2 | 26.6 | 17.8 | 22.5 | 65.1 | 18.8 | 24.7 | 10.4 | 20.0 | 12.6 | 29.7 | 34.8 | 39.3 |
| Standard Deviation(%) | NA | 23.5 | 26.7 | 30.9 | 25.0 | 24.2 | 23.9 | 21.1 | 28.4 | 47.5 | 24.6 | 18.9 | 12.4 | 16.6 | 13.5 | 19.3 | 20.1 | 21.3 |
| Treynor Ratio | NA | -0.16 | 0.19 | -0.03 | 0.08 | 0.0 | -0.24 | 0.14 | 0.56 | -0.54 | 0.21 | 0.25 | 0.33 | 0.28 | 0.7 | -0.29 | -0.17 | -0.5 |
| Alpha | NA | -0.04 | -0.01 | -0.04 | -0.02 | -0.01 | -0.03 | 0.02 | 0.07 | -0.09 | 0.05 | 0.02 | 0.06 | 0.03 | 0.07 | -0.02 | 0.03 | -0.17 |
| Beta | NA | 0.76 | 0.9 | 0.99 | 0.93 | 0.91 | 0.74 | 0.96 | 0.93 | 1.06 | 1.27 | 1.17 | 0.78 | 0.85 | 0.6 | 0.44 | 0.73 | 0.94 |
| RSquared | NA | 0.71 | 0.82 | 0.81 | 0.7 | 0.67 | 0.7 | 0.93 | 0.87 | 0.84 | 0.76 | 0.69 | 0.42 | 0.49 | 0.39 | 0.21 | 0.4 | 0.39 |
| Yield(%) | N/A | 3.2 | 5.4 | 14.4 | 18.5 | N/A | 3.1 | 1.2 | 7.6 | 41.3 | 19.2 | 2.1 | 0.8 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 59.4 | -95.8 | 2786.2 | N/A | N/A | 175.7 | -76.9 | -96.7 | 128.3 | 1063.1 | 245.7 | 218.2 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/17/2000
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