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FSYAX: FS LongShort Equity Fund (MUTUAL FUND)
Basic Info
| Asset Class: | Multisector Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/06/2005 |
| Last Dividend Date: | 06/30/2011 |
| 12-Mo. Yield | 3.70% |
| Expenses | - |
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Performance Analytics (As of 08/25/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/06/2005 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 6.0 | 8.2 | 4.4 | 3.7 | 5.2 | 10.4 | 22.0 | -13.8 | -0.3 | 1.0 | 0.1 |
| Sharpe Ratio | NA | 1.4 | 1.32 | 0.64 | 0.47 | 2.25 | 2.19 | 3.07 | -2.21 | -1.12 | -1.05 | -0.53 |
| Draw Down(%) | NA | 2.3 | 16.6 | 19.9 | 19.9 | 1.2 | 2.3 | 6.9 | 16.9 | 2.8 | 2.4 | 0.3 |
| Standard Deviation(%) | NA | 4.2 | 6.1 | 5.3 | 5.0 | 3.6 | 4.7 | 7.1 | 6.7 | 3.0 | 2.2 | 2.2 |
| Treynor Ratio | NA | 0.08 | 0.09 | 0.04 | 0.03 | 0.15 | 0.1 | 0.2 | -0.23 | -0.05 | -0.05 | -0.02 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.05 | -0.07 | -0.02 | -0.01 | -0.03 |
| Beta | NA | 0.71 | 0.86 | 0.76 | 0.74 | 0.53 | 1.01 | 1.08 | 0.65 | 0.63 | 0.42 | 0.47 |
| RSquared | NA | 0.56 | 0.43 | 0.46 | 0.45 | 0.41 | 0.76 | 0.49 | 0.37 | 0.7 | 0.43 | 0.51 |
| Yield(%) | N/A | 3.7 | 4.6 | 3.8 | N/A | 1.8 | 4.3 | 5.7 | 5.2 | 3.5 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -9.1 | N/A | N/A | N/A | -55.2 | -12.7 | -11.3 | 46.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/06/2005
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See Multisector Bond Asset Class Trend Rankings |
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