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NCFPX: NEW CENTURY INTERNATIONAL PORTFOLIO NEW CENTURY INTERNATIONAL PORTFOLIO (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/16/2000 |
Last Dividend Date: | 09/19/2017 |
12-Mo. Yield | 27.52% |
Expenses | 2.11% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/17/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.4 | 1.6 | 3.7 | 8.5 | 5.0 | 17.3 | -0.2 | -0.3 | -4.1 | 14.2 | 14.7 | -14.2 | 11.8 | 37.2 | -46.4 | 19.3 | 28.7 | 21.7 | 19.9 | 41.6 | -14.9 | -18.4 | -1.5 |
Sharpe Ratio | NA | 1.89 | 0.33 | 0.48 | 0.03 | NA | 0.19 | 3.23 | -0.03 | -0.02 | -0.39 | 1.17 | 0.93 | -0.51 | 0.55 | 1.33 | -1.2 | 0.77 | 1.51 | 1.89 | 1.37 | 1.33 | -0.92 | -1.25 | -1.07 |
Draw Down(%) | NA | 5.7 | 22.2 | 22.2 | 58.5 | NA | 58.5 | 2.2 | 12.4 | 16.0 | 12.3 | 11.0 | 15.7 | 27.2 | 16.4 | 23.2 | 55.9 | 14.4 | 21.2 | 8.0 | 14.8 | 18.6 | 29.4 | 30.9 | 5.4 |
Standard Deviation(%) | NA | 7.6 | 13.3 | 12.6 | 21.9 | NA | 20.7 | 7.2 | 15.4 | 14.3 | 10.6 | 12.2 | 15.8 | 27.6 | 21.2 | 27.8 | 39.3 | 21.2 | 16.9 | 10.3 | 13.8 | 30.7 | 17.3 | 16.8 | 15.6 |
Treynor Ratio | NA | 0.23 | 0.05 | 0.07 | 0.02 | NA | 0.13 | 0.29 | -0.01 | 0.0 | -0.06 | 0.17 | 0.17 | -0.15 | 0.18 | -4.32 | 9.69 | -1.35 | 2.47 | 2.11 | 2.39 | 3.5 | -0.7 | -0.78 | -0.85 |
Alpha | NA | 0.01 | 0.0 | -0.01 | -0.02 | NA | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.02 | 0.15 | -0.23 | 0.07 | 0.09 | 0.07 | 0.07 | 0.14 | -0.05 | -0.06 | -0.07 |
Beta | NA | 0.61 | 0.81 | 0.81 | 0.36 | NA | 0.31 | 0.81 | 0.75 | 0.87 | 0.72 | 0.85 | 0.88 | 0.92 | 0.65 | -0.09 | -0.05 | -0.12 | 0.1 | 0.09 | 0.08 | 0.12 | 0.23 | 0.27 | 0.2 |
RSquared | NA | 0.43 | 0.78 | 0.77 | 0.13 | NA | 0.09 | 0.79 | 0.74 | 0.88 | 0.59 | 0.8 | 0.86 | 0.83 | 0.43 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.07 | 0.08 | 0.03 |
Yield(%) | N/A | 27.5 | 14.4 | 11.3 | 4.8 | 10.6 | N/A | 27.5 | 0.9 | 11.3 | 12.1 | 8.4 | 1.3 | 0.6 | 0.6 | 0.8 | 0.6 | 5.0 | 4.9 | 3.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | 119.0 | 335.6 | 578.7 | N/A | N/A | N/A | 2817.0 | -92.7 | -20.0 | 48.2 | 669.4 | 64.9 | 22.8 | 1.3 | -32.2 | -85.5 | 23.6 | 52.4 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/2000
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