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  • Bond Funds Lab 2

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    Aman Poonia
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    This document contains data on 90 intermediate government bond funds and 90 short term corporate bond funds. For each fund it lists the fund number, type, total assets, expense ratio, return in 2008, and 3-year average return. The funds cover a wide range of asset sizes, from $12 million to over $63 billion, and have expense ratios ranging from -0.6% to 1.82%.

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    Bond funds Lab 2

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    This document contains data on 90 intermediate government bond funds and 90 short term corporate bond funds. For each fund it lists the fund number, type, total assets, expense ratio, return in 2008, and 3-year average return. The funds cover a wide range of asset sizes, from $12 million to over $63 billion, and have expense ratios ranging from -0.6% to 1.82%.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    Download as xlsx, pdf, or txt
    10 views10 pages

    Bond Funds Lab 2

    Uploaded by

    Aman Poonia
    This document contains data on 90 intermediate government bond funds and 90 short term corporate bond funds. For each fund it lists the fund number, type, total assets, expense ratio, return in 2008, and 3-year average return. The funds cover a wide range of asset sizes, from $12 million to over $63 billion, and have expense ratios ranging from -0.6% to 1.82%.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 10

    Count of Risk Risk

    Type Above Average Average Below Average Total Result


    Intermediate Government 33 29 28 90
    Short Term Corporate 25 31 34 90
    Total Result 58 60 62 180

    Total Result

    Short Term Corporate

    Intermediate Government

    0 10 20 30 40 5
    lt

    Below Average
    e
    Average
    Risk Above Average

    nt

    0 10 20 30 40 50 60 70
    Fund Number Type Assets Fees Expense Ratio Return 2008 3-Year Return
    FN-1 Intermediate Government 158.2 No 0.61 7.6 6.3
    FN-2 Intermediate Government 420.6 No 0.61 8.9 6.7
    FN-3 Intermediate Government 243.1 No 0.93 11.1 7.4
    FN-4 Intermediate Government 24.7 No 0.49 7.3 6.5
    FN-5 Intermediate Government 462.2 No 0.62 6.9 6.0
    FN-6 Intermediate Government 497.7 No 0.27 11.4 7.7
    FN-7 Intermediate Government 4245.4 No 0.45 7.1 6.0
    FN-8 Intermediate Government 6337.8 No 0.45 11.0 7.4
    FN-9 Intermediate Government 1609.6 No 0.45 10.1 7.2
    FN-10 Intermediate Government 414.3 No 0.50 7.7 6.1
    FN-11 Intermediate Government 457.2 No 0.55 12.4 7.6
    FN-12 Intermediate Government 93.8 No 0.55 6.0 5.9
    FN-13 Intermediate Government 152.5 No 0.72 8.4 6.3
    FN-14 Intermediate Government 552.2 No 0.51 7.2 5.9
    FN-15 Intermediate Government 14724.5 No 0.21 7.2 6.2
    FN-16 Intermediate Government 217.2 No 0.66 10.6 7.1
    FN-17 Intermediate Government 491.6 Yes 1.06 11.6 6.9
    FN-18 Intermediate Government 1255.0 No 0.49 7.1 5.8
    FN-19 Intermediate Government 858.2 No 0.49 9.5 7.1
    FN-20 Intermediate Government 107.7 No 0.67 8.2 6.4
    FN-21 Intermediate Government 120.2 No 0.65 8.3 6.2
    FN-22 Intermediate Government 23.5 No 0.74 8.7 6.2
    FN-23 Intermediate Government 303.2 No 0.30 13.9 8.4
    FN-24 Intermediate Government 1100.4 No 0.23 8.4 5.9
    FN-25 Intermediate Government 1332.0 No 0.13 12.9 8.6
    FN-26 Intermediate Government 2205.2 No 0.58 5.7 5.3
    FN-27 Intermediate Government 394.6 No 0.67 6.9 5.7
    FN-28 Intermediate Government 286.1 No 0.36 3.3 4.8
    FN-29 Intermediate Government 5832.8 Yes 0.73 6.9 5.6
    FN-30 Intermediate Government 114.8 No 1.09 7.9 6.0
    FN-31 Intermediate Government 629.4 No 0.55 9.4 6.7
    FN-32 Intermediate Government 377.7 No 0.60 6.4 5.8
    FN-33 Intermediate Government 101.8 No 0.81 7.3 6.3
    FN-34 Intermediate Government 222.0 No 0.26 13.8 8.4
    FN-35 Intermediate Government 536.1 Yes 0.90 4.9 5.5
    FN-36 Intermediate Government 901.7 No 0.50 4.0 5.0
    FN-37 Intermediate Government 90.7 No 0.75 11.2 7.6
    FN-38 Intermediate Government 408.4 Yes 0.99 7.1 6.3
    FN-39 Intermediate Government 1327.0 No 0.63 5.6 5.3
    FN-40 Intermediate Government 98.0 No 0.60 6.3 5.7
    FN-41 Intermediate Government 661.0 No 0.57 14.1 8.7
    FN-42 Intermediate Government 473.1 No 0.77 3.4 4.8
    FN-43 Intermediate Government 91.5 No 0.93 8.2 6.3
    FN-44 Intermediate Government 4555.9 No 0.10 13.5 8.9
    FN-45 Intermediate Government 1083.4 No 0.96 7.6 6.0
    FN-46 Intermediate Government 205.2 No 1.11 6.0 5.4
    FN-47 Intermediate Government 38.7 No 0.95 6.2 5.3
    FN-48 Intermediate Government 526.4 No 0.83 3.6 4.5
    FN-49 Intermediate Government 271.1 No 0.57 6.9 6.0
    FN-50 Intermediate Government 4858.7 Yes 0.74 7.7 5.8
    FN-51 Intermediate Government 259.2 Yes 1.07 5.0 5.1
    FN-52 Intermediate Government 563.5 Yes 0.98 8.4 5.8
    FN-53 Intermediate Government 1850.0 Yes 0.82 4.9 4.8
    FN-54 Intermediate Government 598.2 Yes 0.96 3.4 4.5
    FN-55 Intermediate Government 354.7 Yes 1.00 4.2 4.8
    FN-56 Intermediate Government 246.9 Yes 1.10 6.5 5.2
    FN-57 Intermediate Government 14.0 No 1.72 5.2 5.7
    FN-58 Intermediate Government 122.4 Yes 0.92 10.4 6.7
    FN-59 Intermediate Government 523.8 Yes 0.92 4.6 5.1
    FN-60 Intermediate Government 539.2 Yes 0.96 6.8 5.6
    FN-61 Intermediate Government 135.7 Yes 0.79 15.0 8.3
    FN-62 Intermediate Government 199.5 Yes 1.05 9.1 6.3
    FN-63 Intermediate Government 170.4 No 0.80 0.8 3.9
    FN-64 Intermediate Government 306.6 No 0.80 0.1 3.5
    FN-65 Intermediate Government 865.4 Yes 0.80 8.5 6.4
    FN-66 Intermediate Government 148.3 Yes 1.13 7.6 5.7
    FN-67 Intermediate Government 31.0 Yes 0.73 7.9 6.2
    FN-68 Intermediate Government 254.7 Yes 0.99 8.7 6.4
    FN-69 Intermediate Government 221.3 Yes 0.99 11.5 7.0
    FN-70 Intermediate Government 517.4 Yes 1.11 8.3 5.8
    FN-71 Intermediate Government 54.3 No 0.49 -6.9 1.2
    FN-72 Intermediate Government 773.2 Yes 1.07 5.7 4.3
    FN-73 Intermediate Government 590.5 Yes 0.99 3.3 3.9
    FN-74 Intermediate Government 411.5 No 0.67 -2.0 3.0
    FN-75 Intermediate Government 101.5 No 0.70 -3.7 1.8
    FN-76 Intermediate Government 462.5 No 0.35 -3.0 2.7
    FN-77 Intermediate Government 1244.0 No -0.60 -0.6 2.6
    FN-78 Intermediate Government 119.8 Yes 1.00 3.7 3.8
    FN-79 Intermediate Government 339.2 Yes 1.04 5.9 5.2
    FN-80 Intermediate Government 430.7 Yes 0.81 1.1 3.1
    FN-81 Intermediate Government 1200.7 Yes 0.87 -2.5 2.2
    FN-82 Intermediate Government 761.7 Yes 0.90 -2.4 2.6
    FN-83 Intermediate Government 607.7 Yes 1.03 -1.6 3.3
    FN-84 Intermediate Government 961.7 Yes 0.99 -4.9 1.9
    FN-85 Intermediate Government 49.1 Yes 1.52 8.8 5.7
    FN-86 Intermediate Government 47.4 No 1.82 -2.3 2.4
    FN-87 Intermediate Government 916.2 Yes 1.02 -0.8 2.9
    FN-88 Intermediate Government 732.5 Yes 0.94 -1.9 2.6
    FN-89 Intermediate Government 140.5 No 0.73 -1.4 2.0
    FN-90 Intermediate Government 86.2 Yes 1.14 -8.6 -0.2
    FN-91 Short Term Corporate 250.1 No 0.65 4.6 4.7
    FN-92 Short Term Corporate 1721.1 No 0.56 3.6 4.7
    FN-93 Short Term Corporate 71.9 No 0.31 3.9 4.5
    FN-94 Short Term Corporate 36.3 No 0.60 6.5 5.7
    FN-95 Short Term Corporate 175.3 No 0.45 2.8 4.2
    FN-96 Short Term Corporate 33.7 No 0.77 3.7 4.4
    FN-97 Short Term Corporate 132.2 No 0.53 3.6 4.6
    FN-98 Short Term Corporate 261.5 No 0.38 3.0 4.5
    FN-99 Short Term Corporate 144.9 No 0.45 -0.3 4.5
    FN-100 Short Term Corporate 1237.4 Yes 1.08 -1.0 3.3
    FN-101 Short Term Corporate 189.2 No 0.25 0.4 3.5
    FN-102 Short Term Corporate 86.7 Yes 1.00 1.4 3.7
    FN-103 Short Term Corporate 242.1 Yes 1.12 7.4 5.5
    FN-104 Short Term Corporate 35.6 No 0.60 0.4 3.6
    FN-105 Short Term Corporate 41.1 No 1.24 2.2 3.8
    FN-106 Short Term Corporate 60.8 No 0.85 1.8 3.7
    FN-107 Short Term Corporate 119.3 No 0.36 3.1 4.3
    FN-108 Short Term Corporate 132.6 No 0.71 0.2 3.3
    FN-109 Short Term Corporate 352.7 No 0.52 1.1 3.7
    FN-110 Short Term Corporate 12.0 No 1.02 1.6 3.3
    FN-111 Short Term Corporate 93.4 No 0.53 4.6 4.9
    FN-112 Short Term Corporate 17.1 Yes 0.80 3.4 4.3
    FN-113 Short Term Corporate 1830.6 No 0.55 1.2 3.7
    FN-114 Short Term Corporate 45.7 No 0.74 3.2 4.3
    FN-115 Short Term Corporate 3679.7 No 0.18 5.4 5.6
    FN-116 Short Term Corporate 24.7 No 0.75 2.5 4.4
    FN-117 Short Term Corporate 150.0 No 0.71 2.3 4.1
    FN-118 Short Term Corporate 1044.5 No 0.48 -0.3 3.2
    FN-119 Short Term Corporate 252.6 Yes 0.84 2.2 4.1
    FN-120 Short Term Corporate 732.5 No 0.67 -6.9 1.3
    FN-121 Short Term Corporate 162.1 No 0.54 -1.3 2.5
    FN-122 Short Term Corporate 549.7 No 0.54 -2.5 1.5
    FN-123 Short Term Corporate 44.8 No 0.88 2.6 3.9
    FN-124 Short Term Corporate 56.8 No 0.39 -3.0 2.1
    FN-125 Short Term Corporate 100.9 No 0.59 -3.3 1.4
    FN-126 Short Term Corporate 203.2 No 0.80 -3.5 1.8
    FN-127 Short Term Corporate 171.8 No 0.55 -3.3 3.4
    FN-128 Short Term Corporate 299.8 No 0.50 -0.1 3.5
    FN-129 Short Term Corporate 6868.1 No 0.46 -1.3 3.4
    FN-130 Short Term Corporate 50.8 Yes 0.98 2.6 3.9
    FN-131 Short Term Corporate 205.1 No 0.51 -0.6 2.8
    FN-132 Short Term Corporate 286.9 No 0.46 -1.0 3.4
    FN-133 Short Term Corporate 113.9 No 0.96 -0.1 2.8
    FN-134 Short Term Corporate 127.4 No 0.65 0.2 3.1
    FN-135 Short Term Corporate 621.3 No 0.69 -2.6 2.6
    FN-136 Short Term Corporate 391.3 No 0.65 -1.5 2.5
    FN-137 Short Term Corporate 86.7 No 0.97 3.5 4.3
    FN-138 Short Term Corporate 242.3 No 0.87 -0.6 2.7
    FN-139 Short Term Corporate 3924.1 Yes 0.67 -1.4 2.5
    FN-140 Short Term Corporate 342.5 No 0.62 -3.8 1.3
    FN-141 Short Term Corporate 376.9 No 0.60 -2.3 2.8
    FN-142 Short Term Corporate 416.3 No 0.85 -9.4 -0.3
    FN-143 Short Term Corporate 248.2 Yes 1.04 -7.1 -0.1
    FN-144 Short Term Corporate 177.6 No 0.89 -5.5 0.4
    FN-145 Short Term Corporate 226.0 Yes 0.94 0.8 3.6
    FN-146 Short Term Corporate 132.8 Yes 0.70 -9.7 -0.4
    FN-147 Short Term Corporate 5417.5 No 0.45 -3.7 0.8
    FN-148 Short Term Corporate 256.7 No 0.60 -4.2 1.8
    FN-149 Short Term Corporate 516.0 No 0.54 -2.9 2.3
    FN-150 Short Term Corporate 79.1 No 1.06 0.4 3.0
    FN-151 Short Term Corporate 118.5 Yes 1.01 -4.5 0.5
    FN-152 Short Term Corporate 213.8 Yes 0.87 -1.1 2.7
    FN-153 Short Term Corporate 346.4 Yes 0.64 -4.2 1.4
    FN-154 Short Term Corporate 109.7 No 0.50 -2.4 3.0
    FN-155 Short Term Corporate 105.1 No 0.55 2.7 4.3
    FN-156 Short Term Corporate 234.7 No 0.70 -4.6 1.6
    FN-157 Short Term Corporate 287.2 No 0.55 -5.4 1.1
    FN-158 Short Term Corporate 205.1 No 1.28 -9.9 -1.3
    FN-159 Short Term Corporate 45.1 No 0.59 -2.1 3.0
    FN-160 Short Term Corporate 129.2 Yes 0.99 -3.6 1.9
    FN-161 Short Term Corporate 368.3 No 0.39 -5.9 0.9
    FN-162 Short Term Corporate 109.7 No 1.10 -9.3 0.0
    FN-163 Short Term Corporate 82.8 No 0.80 -9.2 0.3
    FN-164 Short Term Corporate 9179.1 No 0.21 -4.7 1.9
    FN-165 Short Term Corporate 117.4 No 0.73 -2.2 2.2
    FN-166 Short Term Corporate 93.8 No 0.60 -2.0 1.2
    FN-167 Short Term Corporate 39.4 No 0.82 -10.3 -1.4
    FN-168 Short Term Corporate 22.6 No 0.81 -16.7 -2.9
    FN-169 Short Term Corporate 92.2 No 0.60 -18.9 -4.3
    FN-170 Short Term Corporate 96.3 No 1.00 -16.5 -3.8
    FN-171 Short Term Corporate 180.7 No 0.52 -12.2 -2.3
    FN-172 Short Term Corporate 813.2 No 0.58 -14.7 2.4
    FN-173 Short Term Corporate 45.7 No 0.93 -16.0 -3.5
    FN-174 Short Term Corporate 51.5 No 0.70 -16.0 -2.7
    FN-175 Short Term Corporate 60.9 Yes 0.98 -16.9 -4.7
    FN-176 Short Term Corporate 49.6 Yes 0.89 -15.4 -3.4
    FN-177 Short Term Corporate 1070.8 Yes 0.70 -14.0 -2.2
    FN-178 Short Term Corporate 65.1 No 0.41 -13.2 -2.7
    FN-179 Short Term Corporate 397.5 No 0.45 -21.0 -5.2
    FN-180 Short Term Corporate 64.9 No 0.48 -31.9 9.7
    5-Year Return Risk Bins Midpoints
    5.0 Average -35.01 -32.5
    5.3 Average -30.01 -27.5
    5.0 Above Average -25.01 -22.5
    5.4 Above Average -20.01 -17.5
    4.8 Average -15.01 -12.5
    5.9 Above Average -10.01 -7.5
    5.0 Below Average -5.01 -2.5
    5.6 Above Average -0.01 2.5
    5.0 Average 4.99 7.5
    5.1 Average 9.99 12.5
    5.6 Average 14.99 17.5
    4.7 Below Average 19.99
    5.1 Average
    4.8 Average
    5.2 Average
    5.4 Above Average
    4.9 Average
    4.7 Below Average
    5.2 Above Average
    4.7 Average
    4.9 Average
    4.7 Average
    6.1 Above Average
    4.2 Below Average
    6.3 Above Average
    4.5 Below Average
    4.6 Below Average
    4.3 Below Average
    4.7 Below Average
    4.4 Average
    5.6 Above Average
    4.6 Below Average
    5.0 Average
    6.2 Above Average
    4.6 Below Average
    4.2 Below Average
    5.2 Above Average
    5.2 Below Average
    4.5 Below Average
    4.6 Below Average
    5.7 Above Average
    4.2 Below Average
    4.6 Average
    6.5 Above Average
    4.7 Average
    4.0 Below Average
    4.2 Below Average
    4.0 Average
    4.7 Above Average
    4.5 Above Average
    3.7 Below Average
    4.7 Above Average
    4.1 Average
    3.9 Below Average
    3.9 Average
    4.2 Below Average
    3.7 Above Average
    5.0 Above Average
    4.2 Average
    4.5 Average
    6.4 Above Average
    4.6 Above Average
    3.5 Below Average
    3.4 Below Average
    4.9 Average
    4.2 Average
    4.7 Below Average
    4.9 Above Average
    5.4 Average
    4.6 Average
    1.8 Above Average
    3.8 Above Average
    3.3 Above Average
    2.9 Average
    2.2 Below Average
    2.0 Average
    2.3 Below Average
    3.3 Average
    4.0 Above Average
    3.0 Below Average
    2.7 Above Average
    2.9 Above Average
    2.8 Above Average
    2.2 Above Average
    3.6 Above Average
    2.6 Below Average
    3.1 Above Average
    2.8 Below Average
    2.1 Above Average
    1.1 Above Average
    3.5 Below Average
    3.4 Below Average
    3.2 Below Average
    3.8 Below Average
    3.2 Below Average
    3.0 Below Average
    3.3 Below Average
    3.4 Below Average
    2.8 Below Average
    3.4 Average
    3.0 Below Average
    3.0 Below Average
    3.8 Average
    3.1 Average
    2.9 Below Average
    2.9 Below Average
    3.2 Average
    2.7 Below Average
    2.7 Below Average
    2.3 Below Average
    3.6 Average
    3.1 Below Average
    2.9 Below Average
    3.3 Below Average
    3.9 Average
    3.1 Below Average
    3.3 Average
    3.6 Below Average
    3.3 Average
    2.6 Average
    2.5 Below Average
    1.7 Below Average
    2.9 Average
    2.0 Below Average
    1.6 Below Average
    1.8 Below Average
    3.0 Average
    2.8 Average
    2.8 Above Average
    2.4 Below Average
    2.4 Average
    2.6 Average
    2.1 Below Average
    2.4 Below Average
    2.4 Average
    2.5 Average
    3.1 Average
    2.3 Below Average
    2.2 Average
    1.3 Below Average
    2.6 Above Average
    0.3 Above Average
    0.5 Average
    0.9 Average
    2.7 Average
    0.5 Average
    1.3 Below Average
    1.6 Average
    1.9 Average
    2.1 Average
    0.6 Below Average
    2.1 Above Average
    1.5 Average
    2.5 Above Average
    3.2 Above Average
    1.5 Average
    1.5 Average
    0.0 Below Average
    2.4 Above Average
    1.9 Above Average
    1.3 Average
    1.3 Above Average
    1.6 Above Average
    2.0 Average
    2.2 Above Average
    1.7 Above Average
    0.0 Average
    -0.7 Above Average
    -1.9 Above Average
    -1.6 Above Average
    -0.7 Above Average
    -0.3 Above Average
    -1.6 Above Average
    -1.1 Above Average
    -1.3 Above Average
    -1.6 Above Average
    -0.1 Above Average
    -0.8 Above Average
    -2.6 Above Average
    -5.2 Above Average

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