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RIMFX: MN RAINIER INTERMEDIATE FIXED INCOME FUND ORIGINAL (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/28/1994 |
| Last Dividend Date: | 03/31/2017 |
| 12-Mo. Yield | 5.36% |
| Expenses | 0.55% |
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Performance Analytics (As of 05/01/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/28/1994 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.4 | -4.7 | -0.2 | 0.7 | 3.1 | 3.4 | 4.2 | 4.4 | -3.3 | 1.0 | 0.9 | 2.5 | -0.3 | 5.5 | 4.2 | 5.6 | 8.8 | 2.7 | 6.2 | 4.1 | 1.0 | 2.3 | 4.2 | 7.8 | 7.7 | 9.8 | -0.2 | 8.6 | 7.3 | 2.9 | 13.2 | 0.5 |
| Sharpe Ratio | NA | -0.99 | -0.09 | 0.2 | 0.8 | NA | NA | 0.84 | -1.25 | 0.35 | 0.31 | 1.23 | -0.14 | 3.24 | 1.42 | 1.73 | 2.12 | 0.31 | 1.02 | 0.29 | -0.56 | 0.4 | 0.86 | 1.93 | 1.81 | 2.21 | -1.28 | 1.49 | 1.55 | -0.25 | 2.81 | -1.05 |
| Draw Down(%) | NA | 5.8 | 5.8 | 5.8 | 6.3 | NA | NA | 6.3 | 4.6 | 3.2 | 1.7 | 1.2 | 3.0 | 0.8 | 1.8 | 3.1 | 3.0 | 6.3 | 1.6 | 1.0 | 1.9 | 3.9 | 4.2 | 2.1 | 2.1 | 1.5 | 2.4 | 2.6 | 1.5 | 2.5 | 1.6 | 1.0 |
| Standard Deviation(%) | NA | 5.0 | 3.5 | 3.0 | 3.5 | NA | NA | 3.2 | 8.2 | 2.2 | 2.8 | 2.0 | 2.3 | 1.7 | 3.0 | 3.2 | 4.1 | 5.6 | 3.0 | 2.3 | 2.3 | 3.3 | 4.0 | 3.5 | 3.0 | 2.5 | 2.8 | 3.5 | 2.3 | 2.9 | 3.3 | 2.4 |
| Treynor Ratio | NA | -0.12 | -0.01 | 0.01 | 0.05 | NA | NA | 0.05 | -0.58 | 0.02 | 0.01 | 0.04 | -0.01 | 0.13 | 0.08 | 0.1 | 0.17 | 0.03 | 0.05 | 0.01 | -0.03 | 0.02 | 0.05 | 0.12 | 0.13 | 0.13 | -0.08 | 0.09 | 0.08 | -0.02 | 0.21 | -0.07 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.05 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 |
| Beta | NA | 0.41 | 0.52 | 0.51 | 0.55 | NA | NA | 0.52 | 0.18 | 0.49 | 0.59 | 0.56 | 0.52 | 0.43 | 0.51 | 0.56 | 0.53 | 0.63 | 0.58 | 0.51 | 0.51 | 0.64 | 0.71 | 0.54 | 0.4 | 0.43 | 0.46 | 0.55 | 0.45 | 0.38 | 0.43 | 0.36 |
| RSquared | NA | 0.09 | 0.29 | 0.37 | 0.62 | NA | NA | 0.65 | 0.01 | 0.67 | 0.79 | 0.73 | 0.76 | 0.61 | 0.72 | 0.82 | 0.79 | 0.78 | 0.79 | 0.66 | 0.69 | 0.85 | 0.82 | 0.68 | 0.69 | 0.69 | 0.73 | 0.75 | 0.72 | 0.67 | 0.48 | 0.64 |
| Yield(%) | N/A | 5.4 | 3.8 | 3.5 | 4.0 | 4.0 | 4.6 | N/A | 0.5 | 5.6 | 3.1 | 3.1 | 3.1 | 3.6 | 4.2 | 4.2 | 4.0 | 4.1 | 4.4 | 4.0 | 3.6 | 4.0 | 5.2 | 4.0 | 5.1 | 5.6 | 5.0 | 8.3 | 5.6 | 5.1 | 6.4 | 3.2 |
| Dividend Growth(%) | N/A | 75.8 | 7.0 | -10.8 | -21.2 | N/A | N/A | N/A | -91.8 | 77.8 | -2.2 | -1.9 | -13.4 | -12.6 | -0.4 | 11.8 | -4.7 | -5.3 | 8.8 | 10.6 | -11.7 | -24.6 | 35.9 | -21.2 | -4.5 | 6.2 | -39.7 | 49.9 | 8.8 | -15.4 | 90.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/28/1994
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