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MXIAX: Maxim Invesco ADR (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/07/2010 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.13% |
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Performance Analytics (As of 04/30/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 04/07/2010 |
2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.0 | 0.4 | -2.3 | -3.4 | 4.5 | 2.1 | -17.2 | 1.9 |
| Sharpe Ratio | NA | 0.02 | -0.11 | -0.16 | 1.13 | 0.1 | -0.68 | 0.12 |
| Draw Down(%) | NA | 14.2 | 29.1 | 29.1 | 3.8 | 17.9 | 25.4 | 19.6 |
| Standard Deviation(%) | NA | 19.7 | 22.2 | 21.7 | 12.7 | 19.8 | 25.5 | 21.2 |
| Treynor Ratio | NA | 0.0 | -0.03 | -0.04 | 0.16 | 0.02 | -0.19 | 0.03 |
| Alpha | NA | -0.07 | -0.05 | -0.04 | -0.02 | -0.06 | -0.02 | -0.01 |
| Beta | NA | 0.91 | 0.91 | 0.91 | 0.9 | 0.91 | 0.91 | 0.91 |
| RSquared | NA | 0.55 | 0.82 | 0.84 | 0.88 | 0.63 | 0.92 | 0.95 |
| Yield(%) | N/A | 0.0 | 0.0 | N/A | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2010
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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