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
ANDEX: Old Mutual Analytic Z (MUTUAL FUND)
Basic Info
| Asset Class: | Long-Short |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/22/1999 |
| Last Dividend Date: | 01/26/2012 |
| 12-Mo. Yield | 0.95% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 04/13/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 03/22/1999 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 7.4 | 10.4 | -5.2 | 1.8 | 1.8 | 5.1 | 8.2 | 6.4 | 4.8 | -33.8 | -3.4 | 8.7 | 15.4 | 8.3 | 23.1 | -12.2 | -2.0 | -6.4 | 15.7 |
| Sharpe Ratio | NA | 0.4 | 0.72 | -0.31 | 0.04 | 0.01 | 2.24 | 0.44 | 0.46 | 0.33 | -1.19 | -0.46 | 0.62 | 1.86 | 0.78 | 2.27 | -0.78 | -0.29 | -0.6 | 1.26 |
| Draw Down(%) | NA | 14.0 | 14.0 | 48.8 | 48.8 | 48.8 | 3.0 | 14.0 | 10.7 | 12.4 | 40.2 | 15.1 | 7.1 | 3.2 | 9.0 | 5.9 | 20.5 | 17.1 | 11.6 | 8.1 |
| Standard Deviation(%) | NA | 18.3 | 14.3 | 18.9 | 15.4 | 15.4 | 8.7 | 18.5 | 13.7 | 14.1 | 29.2 | 14.5 | 8.6 | 7.1 | 9.3 | 9.9 | 17.1 | 15.6 | 17.6 | 13.4 |
| Treynor Ratio | NA | 0.14 | 0.15 | -0.09 | 0.04 | 0.18 | -1.5 | 0.11 | 0.03 | -0.16 | -0.36 | -0.15 | 0.15 | 0.31 | 0.15 | -0.83 | 0.18 | 0.12 | -0.24 | 0.69 |
| Alpha | NA | 0.03 | 0.04 | -0.01 | 0.01 | 0.01 | 0.07 | 0.01 | 0.04 | 0.01 | -0.09 | -0.03 | 0.02 | 0.04 | 0.02 | 0.07 | -0.01 | 0.0 | -0.01 | 0.05 |
| Beta | NA | 0.53 | 0.69 | 0.65 | 0.14 | 0.01 | -0.13 | 0.76 | 2.14 | -0.29 | 0.95 | 0.43 | 0.36 | 0.42 | 0.47 | -0.27 | -0.74 | -0.37 | 0.43 | 0.25 |
| RSquared | NA | 0.01 | 0.03 | 0.04 | 0.0 | 0.0 | 0.0 | 0.03 | 0.23 | 0.01 | 0.08 | 0.04 | 0.06 | 0.1 | 0.06 | 0.02 | 0.26 | 0.23 | 0.12 | 0.05 |
| Yield(%) | N/A | 1.0 | 0.4 | 0.4 | 1.4 | N/A | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 1.2 | 0.3 | 5.4 | 3.2 | 0.9 | 0.9 | 1.2 | 2.2 | 19.3 |
| Dividend Growth(%) | N/A | N/A | -50.5 | -77.4 | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 388.2 | -94.6 | 78.6 | 312.9 | -11.5 | -22.0 | -52.0 | -89.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/22/1999
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 Long-Short Asset Class Trend Rankings |
Top Rated Funds in Long-Short
Latest Articles Related to ANDEX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
