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BJGQX: ARTIO GLOBAL EQUITY FUND INC CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/02/2004 |
| Last Dividend Date: | 12/22/2014 |
| 12-Mo. Yield | 3.52% |
| Expenses | 1.36% |
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Performance Analytics (As of 06/16/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/02/2004 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -4.5 | 7.2 | 4.6 | 3.8 | 4.8 | 3.3 | -0.5 | 13.3 | 9.1 | -16.2 | 13.3 | 33.4 | -40.4 | 11.1 | 21.0 | 11.5 | 15.9 |
| Sharpe Ratio | NA | -0.39 | 0.61 | 0.28 | 0.15 | 0.2 | 0.88 | -0.04 | 1.17 | 0.63 | -0.66 | 0.66 | 1.18 | -1.24 | 0.52 | 1.52 | 1.03 | 3.8 |
| Draw Down(%) | NA | 12.8 | 12.8 | 28.2 | 55.9 | 55.9 | 3.3 | 12.8 | 8.8 | 13.9 | 28.2 | 16.7 | 24.7 | 49.1 | 12.1 | 14.3 | 8.4 | 4.7 |
| Standard Deviation(%) | NA | 11.5 | 11.8 | 16.0 | 19.7 | 19.0 | 8.4 | 12.0 | 11.3 | 14.5 | 24.6 | 20.1 | 28.2 | 33.3 | 15.6 | 11.7 | 9.0 | 8.7 |
| Treynor Ratio | NA | -0.06 | 0.09 | 0.05 | 0.04 | 0.05 | 0.21 | -0.01 | 0.15 | 0.11 | -0.18 | 0.15 | 0.36 | -0.55 | 0.1 | 0.23 | 0.12 | 0.48 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | 0.02 | 0.0 | -0.02 | -0.01 | 0.01 | 0.0 | -0.04 | -0.01 | 0.0 | 0.0 | 0.03 |
| Beta | NA | 0.7 | 0.82 | 0.87 | 0.83 | 0.83 | 0.36 | 0.96 | 0.86 | 0.86 | 0.9 | 0.91 | 0.93 | 0.75 | 0.81 | 0.78 | 0.76 | 0.7 |
| RSquared | NA | 0.51 | 0.75 | 0.86 | 0.91 | 0.9 | 0.3 | 0.75 | 0.86 | 0.9 | 0.92 | 0.92 | 0.93 | 0.95 | 0.93 | 0.91 | 0.77 | 0.59 |
| Yield(%) | N/A | 3.5 | 2.3 | 1.4 | 11.5 | N/A | 0.0 | 3.8 | 1.4 | 1.0 | 0.0 | 0.0 | 3.2 | 0.2 | 0.2 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | 193.7 | 163.5 | 120.2 | N/A | N/A | -100.0 | 193.7 | 59.7 | N/A | N/A | -100.0 | 821.9 | 23.1 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/02/2004
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See WORLD STOCK Asset Class Trend Rankings |
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