Find A Portfolio/Ticker
Comparison Box
FFINX: SALIENT INTERNATIONAL DIVIDEND SIGNAL FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/09/1998 |
Last Dividend Date: | 06/26/2018 |
12-Mo. Yield | 6.78% |
Expenses | 1.34% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/09/1998 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.4 | 2.7 | 4.3 | 5.0 | 3.1 | -3.2 | 25.0 | -2.0 | -6.0 | -4.9 | 12.1 | 21.6 | -12.5 | 18.5 | 35.9 | -53.2 | 13.4 | 22.2 | 17.5 | 13.4 | 37.8 | -14.7 | -20.9 | -12.6 | 25.1 | 2.7 |
Sharpe Ratio | NA | 0.43 | 0.19 | 0.18 | 0.09 | NA | 0.11 | -0.63 | 4.04 | -0.14 | -0.49 | -0.56 | 1.12 | 1.85 | -0.64 | 0.99 | 1.37 | -1.24 | 0.55 | 1.08 | 1.54 | 0.94 | 2.44 | -0.8 | -1.2 | -1.03 | 1.97 | 1.36 |
Draw Down(%) | NA | 10.0 | 18.9 | 25.5 | 54.2 | NA | 66.7 | 10.0 | 2.3 | 11.3 | 15.6 | 12.5 | 12.8 | 12.8 | 22.6 | 16.8 | 24.7 | 61.7 | 15.2 | 19.3 | 6.6 | 12.9 | 15.8 | 29.5 | 38.2 | 15.9 | 7.8 | 5.1 |
Standard Deviation(%) | NA | 8.6 | 11.6 | 10.9 | 19.6 | NA | 18.2 | 10.0 | 6.1 | 15.1 | 12.4 | 8.8 | 10.8 | 11.7 | 19.7 | 18.6 | 26.2 | 43.7 | 18.8 | 17.6 | 10.0 | 13.2 | 15.2 | 19.8 | 19.6 | 16.1 | 11.1 | 12.6 |
Treynor Ratio | NA | 0.05 | 0.03 | 0.03 | 0.02 | NA | 0.02 | -0.09 | 0.37 | -0.03 | -0.08 | -0.08 | 0.19 | 0.34 | -0.19 | 0.22 | 0.4 | -0.53 | 0.1 | 0.21 | 0.19 | 0.15 | 0.37 | -0.17 | -0.23 | -0.18 | 0.32 | 0.26 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.03 | -0.02 | -0.02 | -0.01 | 0.0 | 0.04 | -0.02 | 0.04 | 0.03 | -0.08 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.08 |
Beta | NA | 0.7 | 0.76 | 0.74 | 0.84 | NA | 0.87 | 0.7 | 0.65 | 0.8 | 0.73 | 0.66 | 0.65 | 0.64 | 0.67 | 0.82 | 0.89 | 1.02 | 1.0 | 0.92 | 0.79 | 0.85 | 0.99 | 0.92 | 1.01 | 0.91 | 0.69 | 0.67 |
RSquared | NA | 0.72 | 0.83 | 0.79 | 0.87 | NA | 0.82 | 0.75 | 0.64 | 0.87 | 0.83 | 0.7 | 0.59 | 0.82 | 0.86 | 0.88 | 0.94 | 0.93 | 0.81 | 0.51 | 0.65 | 0.77 | 0.85 | 0.83 | 0.8 | 0.68 | 0.63 | 0.72 |
Yield(%) | N/A | 6.8 | 4.5 | 4.6 | 4.9 | 6.3 | N/A | 3.6 | 6.0 | 4.0 | 3.9 | 5.4 | 4.7 | 5.1 | 5.1 | 6.4 | 36.5 | 2.2 | 7.1 | 0.8 | 0.1 | 0.3 | 0.0 | 0.0 | 0.0 | 0.0 | 1.7 | 0.3 |
Dividend Growth(%) | N/A | 162.5 | -20.3 | -58.9 | N/A | N/A | N/A | -28.9 | 45.2 | -8.8 | -34.6 | 20.9 | 4.9 | -16.3 | -10.9 | -83.0 | 653.5 | -67.2 | 991.7 | 1100.0 | -75.0 | N/A | N/A | N/A | N/A | -100.0 | 566.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/09/1998
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- BJBIX (ABERDEEN SELECT INTERNATIONAL EQUITY FUND CLASS A) (98%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (97%)
- CWI (SPDR® MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund ETF Shares) (97%)
- SCHF (Schwab International Equity ETF) (34%)
- VXUS (Vanguard Total International Stock Index Fund ETF Shares) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (28%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (28%)