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MRIIX: Marshall International Stock I (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/14/1999 |
Last Dividend Date: | 12/27/2011 |
12-Mo. Yield | 2.51% |
Expenses | - |
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Performance Analytics (As of 04/12/2012)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/14/1999 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -22.9 | 7.2 | -9.5 | 1.5 | 0.2 | 0.0 | -18.8 | 11.2 | 27.0 | -47.7 | 8.7 | 24.5 | 16.6 | 11.6 | 35.0 | -18.1 | -22.7 | -16.4 | 36.1 |
Sharpe Ratio | NA | -0.87 | 0.31 | -0.36 | 0.01 | -0.06 | 0.0 | -0.69 | 0.54 | 1.02 | -1.18 | 0.29 | 1.35 | 1.39 | 0.67 | 1.99 | -1.03 | -1.46 | -1.04 | 10.73 |
Draw Down(%) | NA | 27.8 | 27.8 | 63.6 | 63.6 | 63.6 | 1.6 | 26.8 | 17.7 | 25.4 | 57.9 | 14.7 | 17.5 | 7.9 | 17.5 | 16.4 | 27.8 | 36.1 | 28.0 | 4.9 |
Standard Deviation(%) | NA | 26.4 | 22.9 | 28.3 | 23.1 | 22.0 | 9.6 | 27.3 | 20.6 | 26.4 | 41.2 | 19.7 | 15.8 | 10.3 | 15.9 | 17.3 | 18.7 | 17.4 | 19.6 | 16.2 |
Treynor Ratio | NA | -0.26 | 0.08 | -0.11 | 0.0 | -0.01 | 0.01 | -0.19 | 0.12 | 0.3 | -0.5 | 0.05 | 0.19 | 0.15 | 0.11 | 0.32 | -0.21 | -0.27 | -0.18 | 1.45 |
Alpha | NA | -0.1 | -0.04 | -0.07 | -0.05 | -0.02 | 0.01 | -0.03 | 0.01 | 0.0 | -0.05 | -0.01 | -0.01 | 0.01 | -0.02 | -0.01 | -0.02 | -0.02 | 0.0 | 0.18 |
Beta | NA | 0.87 | 0.91 | 0.94 | 0.96 | 0.96 | -0.05 | 0.97 | 0.94 | 0.89 | 0.97 | 1.08 | 1.11 | 0.94 | 0.97 | 1.07 | 0.91 | 0.93 | 1.11 | 1.21 |
RSquared | NA | 0.81 | 0.87 | 0.9 | 0.88 | 0.86 | 0.01 | 0.96 | 0.94 | 0.93 | 0.94 | 0.86 | 0.9 | 0.86 | 0.7 | 0.76 | 0.92 | 0.86 | 0.69 | 0.75 |
Yield(%) | N/A | 2.5 | 3.8 | 4.3 | 5.7 | N/A | 0.0 | 2.6 | 2.6 | 3.8 | 4.4 | 13.7 | 12.9 | 1.2 | 0.6 | 0.7 | 0.0 | 0.0 | 8.8 | 10.6 |
Dividend Growth(%) | N/A | 6.9 | -83.7 | 66.1 | N/A | N/A | -100.0 | 6.9 | -15.5 | -57.7 | -69.4 | 14.8 | 1176.5 | 112.5 | 10.8 | N/A | N/A | -100.0 | 5.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/14/1999
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