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HomeMy WebLinkAboutAttachment Inv Report (Finance) (11)Summary Portfolio Statistics County of San Diego Pooled Money Fund as of September 30, 2012 Certificates of Deposit Commercial Paper Fannie Mae Fannie Mae Discount Notes Federal Farm Credit Bank Discount Notes Federal Farm Credit Bank Notes Federal Home Loan Bank Discount Notes Federal Home Loan Bank Notes Federal Home Loan Mortgage Corp Discount Note Federal Home Loan Mortgage Corp Notes Money Market Funds Negotiable CD Repurchase Agreements U.S. Treasury Notes Totals for September 2012 Totals for August 2012 Change From Prior Month Portfolio Effective Duration Book Value Market Value Percent of Portfolio WAM YTM 1.17 167 0.31 13.48 21 0.14 14.19 989 0.90 2.35 150 0.16 2.62 178 0.17 5.73 513 0.38 1.36 81 0.15 21.68 401 0.54 1.90 123 0.12 12.44 851 0.86 4.50 1 0.09 14.09 23 0.14 0.31 1 0.02 4.18 780 1.64 100.00 415 0.50 100.00 399 0.49 0.780 years Current Par/ Share 64,811,000 745,000,000 779,130,000 130,000,000 145,000,000 316,489,000 75,000,000 1,194,270,000 105,000,000 683,187,000 248,675,000 778,330,000 17,126,725 227,000,000 5,509,018,725 5,819,769,439 16 0.01 (310,750,714) September Retum Annualized 0.041% 0.497% 0.041% 0.496% Fiscal Year To Date Retum 0.132% 0.130% Current Book 64,811,000 744,943,876 783,895,337 129,912,878 144,872,042 316,429,655 74,973,667 1,197,891,059 104,957,300 687,106,079 248,675,000 778,330,000 17,126,725 230,825,257 5,524,749,875 Market Price 1.000 1.000 1.012 0.999 0.999 1.001 0.999 1.008 1.000 1.012 1.000 1.000 1.000 1.036 1.010 5,835,619,256 1.010 (310,869,381) 0.000 Annualized 0.522% 0.515% Calendar Year To Date Return 0.372% 0.347% Market Value 64,811,000 744,853,145 788,759,579 129,887,250 144,789,430 316,683,590 74,941,700 1,203,403,085 104,948,760 691,388,434 248,780,105 778,305,691 17,126,725 235,187,540 5,543,866,034 5,855,630,051 (311,764,017) Annualized 0.495% 0.462% Current Accr Int 3,071 0 3,106,807 0 0 245,040 0 1,838,819 0 2,427,420 14,814 109,782 29 1,250,767 8,996,548 Yield to Worst 0.31 0.14 0.84 0.16 0.17 0.38 0.15 0.53 0.12 0.85 0.09 0.14 0.02 1.64 0.49 9,125,138 0.48 (128,590) 0.01 Note Yield to maturity (YTM) is the estimated rate of return on a bond given its purchase price, assuming all coupon payments are made on a timely basis and reinvested at this same rate of return to the maturity date. Yield to call (YTC) is the estimated rate of return on a bond given its purchase price, assuming all coupon payments are made on a timely basis and reinvested at this same rate of return to the call date. Yield to worst (YTW) is the lesser of yield to maturity or yield to call, reflecting the optionality of the bond issuer. Yields for the portfolio are aggregated based on the book value of each security. Unrealized Gain/Loss $0 ($90,731) $4,864,243 ($25,628) ($82,612) $253,934 ($31,967) $5,512,025 ($8,540) $4,282,354 $105,105 ($24,309) $o $4,362,283 19,116,159 20,010,795 (894,636) COUNTY OF SAN DIEGO TREASURER - TAX COLLECTOR 3