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IGIBX: INTERNATIONAL GROWTH AND INCOME FUND CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/10/2008 |
Last Dividend Date: | 12/20/2016 |
12-Mo. Yield | 0.00% |
Expenses | 1.68% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/10/2008 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -0.4 | 7.3 | 7.7 | 1.4 | -8.9 | -4.0 | 17.2 | 18.0 | -8.2 | 7.7 | 34.3 | 3.9 |
Sharpe Ratio | NA | 0.79 | -0.14 | 0.36 | 0.4 | 5.13 | 0.07 | -0.61 | -0.38 | 1.5 | 1.24 | -0.34 | 0.4 | 1.52 | 0.42 |
Draw Down(%) | NA | 9.3 | 27.7 | 27.7 | 27.7 | 1.2 | 10.9 | 16.9 | 13.0 | 9.7 | 13.2 | 22.7 | 16.1 | 17.9 | 17.2 |
Standard Deviation(%) | NA | 13.6 | 13.8 | 13.4 | 18.3 | 6.1 | 16.0 | 14.8 | 10.4 | 11.4 | 14.6 | 24.1 | 19.0 | 22.5 | 44.8 |
Treynor Ratio | NA | 0.12 | -0.02 | 0.05 | 0.09 | 0.44 | 0.01 | -0.1 | -0.05 | 0.2 | 0.21 | -0.09 | 0.09 | 0.45 | 0.3 |
Alpha | NA | -0.01 | -0.02 | -0.01 | 0.0 | 0.04 | -0.01 | -0.03 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.03 | 0.0 |
Beta | NA | 0.89 | 0.91 | 0.89 | 0.79 | 0.71 | 0.88 | 0.93 | 0.88 | 0.85 | 0.86 | 0.87 | 0.88 | 0.75 | 0.62 |
RSquared | NA | 0.91 | 0.93 | 0.93 | 0.92 | 0.78 | 0.94 | 0.94 | 0.91 | 0.9 | 0.96 | 0.97 | 0.96 | 0.92 | 0.93 |
Yield(%) | N/A | 1.3 | 2.4 | 3.9 | N/A | 0.0 | 1.4 | 2.1 | 5.3 | 6.3 | 2.3 | 3.8 | 2.7 | 3.9 | 0.0 |
Dividend Growth(%) | N/A | -42.6 | -39.6 | N/A | N/A | -100.0 | -39.4 | -64.1 | -9.4 | 222.2 | -47.5 | 44.6 | -8.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/10/2008
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