YHD - Delayed Quote INR

Escorts Income Bond Dir Div (120827.BO)

41.61 -0.31 (-0.74%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 2
Number of Years Down --
Best 1Y Total Return 8.05%
Worst 1Y Total Return 4.79%
Best 3Y Total Return 8.05%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
120827.BO
Category
YTD
8.03%
3.19%
1-Month
0.76%
1.21%
3-Month
7.51%
3.19%
1-Year
10.41%
11.39%
3-Year
7.69%
10.36%
5-Year
0.00%
8.86%
10-Year
0.00%
8.34%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
120827.BO
Category
2016
--
--
2015
4.79%
4.92%
2014
8.05%
16.43%
2013
--
3.85%

Past Quarterly Returns

YearQ1Q2Q3Q4
2016 7.22% -- -- --
2015 1.60% 1.18% 1.57% 0.36%
2014 1.47% 1.57% 1.44% 3.35%
2013 1.43% 0.35% 1.35% --

Rank in Category (By Total Return)

YTD 1
1-Month 90
3-Month 1
1-Year 2
3-Year 64
5-Year --

Load Adjusted Returns

1-Year 10.41%
3-Year 7.69%
5-Year --
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category Conservative Allocation
Fund Family Escorts Asset Management Limited
Net Assets 29.18M
YTD Return 8.03%
Yield 5.62%
Morningstar Rating
Inception Date Jan 01, 2013

Fund Summary

Aims to generate current income by investing predominantly in a well diversified portfolio of Fixed Income Securities with moderate risk levels.

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