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MEURX: Mutual European Z (MUTUAL FUND)
Basic Info 21.02 0.27(1.27%) March 24
| Asset Class: | EUROPE STOCK |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 07/24/1996 |
| Last Dividend Date: | 12/20/2022 |
| 12-Mo. Yield | 1.49% |
| Expenses | 1.11% |
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Performance Analytics (As of 03/24/2023)
| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.1 | -0.0 | 6.0 | 18.6 | 4.5 | 4.8 | 4.3 | 9.1 | 1.9 | 16.5 | -6.2 | 22.3 | -11.1 | 10.5 | 2.4 | 0.8 | -4.1 | 26.7 | 17.7 | -8.0 | 8.6 | 23.0 | -32.5 | 17.1 | 27.3 | 18.3 | 21.6 | 32.8 | -7.7 | -4.7 | 14.5 | 46.8 | 4.7 | 23.2 | 15.1 |
| SR | NA | -0.37 | 0.19 | 0.92 | 0.17 | 0.23 | NA | 0.5 | 0.03 | 1.39 | -0.18 | 1.77 | -1.0 | 1.32 | 0.12 | 0.05 | -0.19 | 2.48 | 1.28 | -0.36 | 0.54 | 1.23 | -1.52 | 1.1 | 2.06 | 2.28 | 2.75 | 4.06 | -0.83 | -0.65 | 0.69 | 4.08 | 0.1 | 2.05 | 6.97 |
| DD(%) | NA | 9.2 | 16.8 | 20.4 | 41.1 | 41.1 | NA | 43.2 | 20.4 | 6.2 | 41.1 | 8.6 | 16.9 | 3.7 | 17.6 | 14.4 | 19.0 | 7.6 | 12.4 | 22.8 | 11.1 | 17.2 | 37.0 | 10.3 | 12.2 | 4.6 | 4.6 | 11.0 | 20.7 | 18.5 | 13.2 | 5.3 | 30.1 | 8.1 | 1.4 |
| SD(%) | NA | 16.7 | 18.1 | 19.3 | 20.8 | 18.3 | NA | 15.6 | 20.0 | 11.8 | 36.0 | 11.8 | 12.5 | 7.5 | 18.4 | 14.8 | 21.6 | 10.7 | 14.0 | 22.2 | 15.9 | 18.6 | 21.9 | 13.0 | 11.7 | 7.1 | 7.5 | 7.9 | 10.6 | 11.0 | 15.1 | 10.7 | 13.5 | 9.6 | 4.8 |
| TR | NA | -0.07 | 0.05 | 0.21 | 0.04 | 0.05 | NA | 0.13 | 0.01 | 0.22 | -0.06 | 0.24 | -0.17 | 0.16 | 0.03 | 0.01 | -0.05 | 0.44 | 0.28 | -0.12 | 0.15 | 0.47 | -0.77 | 0.24 | 0.36 | 0.34 | 0.41 | 0.82 | -0.3 | -0.21 | 0.18 | 0.86 | 0.03 | 0.36 | 0.87 |
| Alpha(%) | NA | -0.08 | 0.02 | 0.02 | 0.0 | 0.0 | NA | 0.02 | 0.05 | 0.02 | -0.05 | 0.01 | 0.0 | -0.02 | 0.01 | 0.01 | 0.01 | 0.04 | 0.02 | 0.0 | 0.02 | 0.03 | -0.06 | 0.03 | 0.01 | 0.05 | 0.04 | 0.06 | -0.01 | 0.0 | 0.07 | 0.12 | -0.04 | 0.03 | 0.07 |
| Beta(%) | NA | 0.86 | 0.72 | 0.83 | 0.89 | 0.84 | NA | 0.59 | 0.73 | 0.75 | 1.03 | 0.87 | 0.72 | 0.6 | 0.81 | 0.74 | 0.85 | 0.61 | 0.64 | 0.66 | 0.56 | 0.48 | 0.43 | 0.6 | 0.67 | 0.48 | 0.5 | 0.39 | 0.3 | 0.34 | 0.57 | 0.51 | 0.54 | 0.54 | 0.39 |
| RS | NA | 0.85 | 0.85 | 0.81 | 0.83 | 0.72 | NA | 0.66 | 0.85 | 0.72 | 0.9 | 0.72 | 0.67 | 0.5 | 0.79 | 0.71 | 0.26 | 0.6 | 0.79 | 0.89 | 0.81 | 0.74 | 0.8 | 0.77 | 0.68 | 0.51 | 0.79 | 0.75 | 0.59 | 0.49 | 0.51 | 0.48 | 0.73 | 0.66 | 0.41 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/1996
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