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NIEAX: DREYFUS/NEWTON INTERNATIONAL EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 22 0.13(0.59%) May 09
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (30%) |
Start Date: | 04/01/2008 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 6.52% |
Expenses | 1.82% |
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Performance Analytics (As of 05/09/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/01/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.1 | 4.9 | 9.6 | -1.0 | 4.8 | 3.2 | 5.5 | 1.7 | 13.7 | -19.1 | 7.2 | 13.6 | 20.0 | -17.4 | 28.4 | -5.7 | 1.4 | -3.1 | 17.4 | 22.5 | -14.8 | 9.5 | 20.1 | -41.4 |
Sharpe Ratio | NA | 0.38 | 0.33 | -0.2 | 0.12 | 0.12 | NA | 0.05 | 0.73 | -0.92 | 0.5 | 0.45 | 1.76 | -1.35 | 3.62 | -0.35 | 0.09 | -0.3 | 1.42 | 1.68 | -0.62 | 0.53 | 0.85 | -1.31 |
Draw Down(%) | NA | 6.8 | 14.8 | 33.7 | 33.7 | 37.0 | NA | 57.8 | 14.8 | 31.6 | 7.8 | 33.0 | 8.4 | 24.6 | 3.3 | 13.4 | 14.1 | 12.0 | 10.2 | 12.4 | 24.2 | 16.5 | 24.0 | 53.0 |
Standard Deviation(%) | NA | 12.8 | 12.9 | 16.9 | 19.3 | 16.6 | NA | 18.8 | 13.2 | 22.3 | 14.3 | 29.4 | 10.6 | 13.8 | 7.7 | 17.0 | 15.0 | 10.4 | 12.2 | 13.5 | 24.0 | 17.8 | 23.6 | 39.0 |
Treynor Ratio | NA | 0.05 | 0.04 | -0.03 | 0.02 | 0.02 | NA | 0.01 | 0.1 | -0.21 | 0.07 | 0.15 | 0.2 | -0.19 | 0.33 | -0.06 | 0.02 | -0.04 | 0.2 | 0.3 | -0.17 | 0.12 | 0.25 | -0.62 |
Alpha | NA | -0.02 | -0.01 | -0.02 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.03 | -0.02 | 0.02 | 0.0 | -0.02 | 0.02 | -0.03 | 0.02 | 0.01 | 0.0 | 0.03 | -0.02 | 0.01 | -0.01 | -0.08 |
Beta | NA | 0.99 | 0.98 | 1.0 | 0.96 | 0.94 | NA | 0.87 | 0.96 | 1.0 | 1.05 | 0.92 | 0.93 | 0.97 | 0.85 | 0.92 | 0.91 | 0.85 | 0.87 | 0.75 | 0.85 | 0.8 | 0.79 | 0.83 |
RSquared | NA | 0.72 | 0.84 | 0.9 | 0.91 | 0.89 | NA | 0.9 | 0.89 | 0.93 | 0.87 | 0.92 | 0.88 | 0.88 | 0.67 | 0.9 | 0.88 | 0.86 | 0.82 | 0.87 | 0.94 | 0.9 | 0.93 | 0.92 |
Yield(%) | N/A | 0.0 | 6.5 | 3.7 | 3.6 | 2.6 | 3.3 | N/A | 7.1 | 2.6 | 3.3 | 1.5 | 2.7 | 1.6 | 1.3 | 1.0 | 0.9 | 3.7 | 1.7 | 1.4 | 2.7 | 2.9 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 114.8 | 142.1 | 115.2 | N/A | N/A | N/A | 115.4 | -18.8 | 150.0 | -36.0 | 38.9 | 50.0 | 33.3 | 0.0 | -75.7 | 138.7 | 47.6 | -56.2 | -2.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/2008
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