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DIIEX: TRANSAMERICA PARTNERS INSTITUTIONAL INTERNATIONAL EQUITY TRANSAMERICA PARTNERS INSTITUTIONAL INTERNATIONAL EQUITY (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/26/2001 |
Last Dividend Date: | 03/08/2017 |
12-Mo. Yield | 0.42% |
Expenses | 1.15% |
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Performance Analytics (As of 10/31/2017)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/24/2001 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 4.4 | -0.2 | 2.7 | -3.7 | 4.2 | 1.7 | 5.0 | 1.9 | -2.9 | -8.0 | 13.5 | 18.1 | -13.8 | 14.6 | 26.4 | -50.1 | 3.6 | 26.9 | 11.0 | 19.2 | 33.3 | -17.5 | -10.9 |
Sharpe Ratio | NA | 0.86 | -0.03 | 0.2 | -0.18 | NA | 0.05 | 1.56 | 0.1 | -0.19 | -0.76 | 1.08 | 1.19 | -0.51 | 0.73 | 0.97 | -1.21 | 0.03 | 1.62 | 0.83 | 1.29 | 2.26 | -0.55 | -0.88 |
Draw Down(%) | NA | 3.1 | 25.1 | 27.4 | 68.1 | NA | 68.1 | 1.2 | 13.4 | 17.5 | 15.6 | 11.1 | 14.7 | 28.4 | 15.7 | 27.1 | 59.5 | 17.2 | 15.9 | 7.8 | 11.3 | 15.8 | 41.0 | 30.6 |
Standard Deviation(%) | NA | 4.5 | 13.6 | 12.9 | 22.3 | NA | 21.0 | 3.5 | 17.2 | 15.0 | 10.5 | 12.4 | 15.3 | 27.0 | 19.9 | 27.2 | 42.1 | 20.5 | 14.6 | 10.5 | 14.2 | 14.4 | 34.1 | 18.6 |
Treynor Ratio | NA | 0.18 | -0.01 | 0.03 | -0.04 | NA | 0.01 | 0.44 | 0.02 | -0.03 | -0.11 | 0.16 | 0.22 | -0.15 | 0.16 | 0.29 | -0.55 | 0.01 | 0.26 | 0.1 | 0.2 | 0.33 | -0.23 | -0.19 |
Alpha | NA | -0.01 | -0.04 | -0.03 | -0.05 | NA | -0.02 | 0.0 | 0.0 | -0.01 | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | -0.03 | -0.06 | -0.04 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | -0.02 |
Beta | NA | 0.22 | 0.8 | 0.81 | 0.9 | NA | 0.89 | 0.12 | 0.88 | 0.87 | 0.73 | 0.86 | 0.85 | 0.93 | 0.88 | 0.9 | 0.92 | 0.93 | 0.91 | 0.84 | 0.92 | 0.98 | 0.8 | 0.86 |
RSquared | NA | 0.21 | 0.76 | 0.78 | 0.9 | NA | 0.78 | 0.1 | 0.82 | 0.88 | 0.77 | 0.85 | 0.9 | 0.96 | 0.93 | 0.93 | 0.95 | 0.78 | 0.87 | 0.69 | 0.7 | 0.88 | 0.26 | 0.81 |
Yield(%) | N/A | 0.4 | 1.4 | 1.8 | 1.4 | 4.5 | N/A | 0.3 | 1.9 | 2.1 | 2.5 | 1.2 | 3.1 | 0.9 | 1.1 | 1.0 | 2.0 | 6.9 | 10.3 | 5.1 | 6.7 | 1.7 | 1.0 | 0.5 |
Dividend Growth(%) | N/A | -78.7 | -40.9 | -49.6 | N/A | N/A | N/A | -83.3 | -14.3 | -26.3 | 137.5 | -57.9 | 216.7 | -14.3 | 40.0 | -75.0 | -72.2 | -24.2 | 120.9 | -15.7 | 410.0 | 42.9 | 75.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/24/2001
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