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INIFX: Threadneedle Intl Opportunity A (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/03/1986 |
| Last Dividend Date: | 04/05/2011 |
| 12-Mo. Yield | 0.95% |
| Expenses | - |
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Performance Analytics (As of 05/18/2011)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/03/1986 |
2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 32.2 | -3.1 | 2.3 | 3.3 | 3.0 | 4.4 | 6.4 | 5.0 | 13.6 | 27.2 | -40.7 | 12.3 | 23.8 | 13.4 | 16.5 | 27.3 | -19.5 | -29.3 | -25.2 | 44.1 | 15.4 | 2.0 | 9.4 | 10.5 | -2.1 | 32.3 | -5.8 | 11.8 | -6.2 | 18.3 | 12.9 | 0.7 | 51.3 |
| Sharpe Ratio | NA | 1.68 | -0.11 | 0.04 | 0.09 | NA | NA | 0.1 | 0.93 | 0.62 | 0.98 | -1.03 | 0.49 | 1.3 | 1.04 | 1.09 | 1.76 | -0.95 | -1.65 | -1.64 | 2.65 | 0.53 | -3.5 | 0.76 | 0.7 | -0.53 | 3.1 | -0.63 | 0.55 | -0.77 | 0.68 | 0.72 | -0.09 | 1.68 |
| Draw Down(%) | NA | 9.6 | 53.7 | 56.5 | 56.5 | NA | NA | 63.6 | 9.6 | 17.5 | 23.5 | 51.9 | 13.7 | 17.8 | 8.0 | 12.5 | 17.0 | 28.5 | 39.3 | 27.8 | 9.0 | 31.3 | 13.9 | 6.7 | 7.5 | 10.2 | 6.2 | 13.5 | 14.3 | 20.9 | 10.7 | 10.6 | 32.6 | 16.5 |
| Standard Deviation(%) | NA | 19.1 | 30.6 | 26.8 | 22.3 | NA | NA | 19.7 | 14.9 | 21.8 | 27.6 | 40.4 | 19.3 | 15.8 | 10.8 | 14.3 | 15.1 | 21.6 | 19.4 | 17.8 | 15.4 | 22.7 | 15.1 | 7.7 | 9.5 | 9.6 | 9.7 | 12.9 | 14.4 | 14.8 | 18.7 | 11.4 | 35.5 | 28.1 |
| Treynor Ratio | NA | 0.35 | -0.03 | 0.01 | 0.02 | NA | NA | 0.02 | 0.18 | 0.14 | 0.29 | -0.43 | 0.09 | 0.18 | 0.11 | 0.17 | 0.26 | -0.19 | -0.31 | -0.27 | 0.39 | 0.12 | -0.6 | 0.06 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | -0.03 | -0.04 | -0.04 | NA | NA | 0.01 | 0.01 | 0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.03 | -0.02 | -0.04 | -0.05 | 0.04 | -0.01 | -0.03 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.92 | 0.95 | 0.97 | 0.99 | NA | NA | 0.99 | 0.75 | 1.0 | 0.94 | 0.96 | 1.06 | 1.12 | 1.0 | 0.94 | 1.02 | 1.07 | 1.05 | 1.08 | 1.03 | 1.04 | 0.89 | 0.94 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.87 | 0.94 | 0.92 | 0.91 | NA | NA | 0.57 | 0.71 | 0.94 | 0.95 | 0.95 | 0.86 | 0.91 | 0.89 | 0.8 | 0.9 | 0.97 | 0.87 | 0.8 | 0.73 | 0.78 | 0.79 | 0.55 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.0 | 1.1 | 1.3 | 1.1 | 3.8 | 4.7 | N/A | 0.0 | 0.8 | 1.9 | 1.6 | 0.8 | 1.4 | 1.3 | 0.5 | 0.7 | 0.5 | 0.9 | 12.3 | 19.4 | 1.9 | 4.3 | 6.7 | 3.1 | 6.3 | 3.1 | 2.3 | 1.7 | 9.3 | 10.9 | 1.5 | 14.4 | 21.4 |
| Dividend Growth(%) | N/A | -44.5 | 25.2 | 117.3 | -87.9 | N/A | N/A | N/A | -94.2 | -47.6 | -30.7 | 115.7 | -31.4 | 30.1 | 210.0 | -16.7 | 24.1 | -62.3 | -95.6 | -25.0 | 1132.6 | -56.7 | -36.2 | 134.0 | -55.3 | 164.9 | 22.2 | 55.0 | -85.0 | -9.9 | 729.1 | -91.2 | -14.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/1986
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