Find A Portfolio/Ticker
Comparison Box
PXF: PowerShares FTSE RAFI Dev Mkts ex-US ETF (ETF)
Basic Info 42.68 0.12(0.28%) March 22
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | (92%) |
Start Date: | 06/25/2007 |
Last Dividend Date: | 12/19/2022 |
12-Mo. Yield | 2.34% |
Expenses | 0.45% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/17/2023)
Not up-to-date? TryLast 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
AR(%) | 1.8 | 2.7 | -4.0 | 21.9 | 2.9 | 4.9 | 2.9 | 2.1 | -8.7 | 18.9 | 2.6 | 17.5 | -14.8 | 24.5 | 7.3 | -5.7 | -6.8 | 23.9 | 16.8 | -16.7 | 6.8 | 36.1 | -42.4 | 2.8 |
SR | NA | -0.08 | -0.38 | 0.82 | 0.07 | 0.22 | NA | 0.06 | -0.46 | 1.37 | 0.07 | 1.37 | -1.14 | 2.87 | 0.34 | -0.34 | -0.54 | 1.68 | 0.86 | -0.52 | 0.25 | 0.96 | -0.91 | 0.09 |
DD(%) | NA | 8.1 | 23.6 | 26.8 | 38.9 | 41.6 | NA | 64.7 | 26.8 | 8.1 | 38.0 | 10.1 | 23.1 | 2.5 | 13.2 | 18.8 | 15.4 | 10.4 | 20.6 | 29.9 | 22.4 | 32.9 | 54.4 | 11.3 |
SD(%) | NA | 16.8 | 20.9 | 21.6 | 21.1 | 18.4 | NA | 24.8 | 21.8 | 13.8 | 34.8 | 11.8 | 14.2 | 8.4 | 20.4 | 17.0 | 12.7 | 14.2 | 19.6 | 32.1 | 26.8 | 37.5 | 47.4 | 30.8 |
TR | NA | -0.01 | -0.08 | 0.17 | 0.01 | 0.04 | NA | 0.01 | -0.11 | 0.2 | 0.02 | 0.15 | -0.16 | 0.22 | 0.06 | -0.05 | -0.06 | 0.23 | 0.15 | -0.14 | 0.06 | 0.3 | -0.42 | 0.04 |
Alpha(%) | NA | -0.02 | -0.02 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.02 | -0.02 | -0.01 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | -0.01 | 0.01 | 0.02 |
Beta(%) | NA | 1.03 | 0.95 | 1.02 | 1.04 | 1.05 | NA | 1.07 | 0.92 | 0.94 | 1.14 | 1.04 | 1.04 | 1.09 | 1.11 | 1.05 | 1.07 | 1.05 | 1.12 | 1.16 | 1.19 | 1.19 | 1.02 | 0.77 |
RS | NA | 0.89 | 0.88 | 0.9 | 0.93 | 0.93 | NA | 0.86 | 0.89 | 0.88 | 0.97 | 0.94 | 0.93 | 0.89 | 0.96 | 0.94 | 0.9 | 0.93 | 0.94 | 0.95 | 0.92 | 0.86 | 0.83 | 0.3 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2007
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Large Value Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Value
Best Mutual Funds
- SSAIX (SSgA International Stock Selection Instl) 0.20% (100%)
- VTRIX (Vanguard International Value Inv) 0.05% (99%)
- AAIPX (American Beacon Intl Equity Inv) 0.0% (98%)
- ICEUX (MainStay ICAP International I) 0.08% (98%)
- TIVFX (Tocqueville International Value) (97%)
- MYITX (MainStay 130/30 International A) 0.30% (96%)
- GIEAX (GMO International Equity Allc III) 0.0% (92%)
- GTMIX (GMO Tax-Managed International Eq III) 0.15% (91%)
- GMCFX (GMO Intl Intrinsic Value IV) (91%)
- GIOTX (GMO Intl Developed Equity Allc III) (89%)
Best ETFs
- EFV (iShares MSCI EAFE Value) (99%)
- DWM (WisdomTree DEFA ETF) 0.51% (97%)
- DTH (WisdomTree DEFA Equity Income ETF) 0.49% (96%)
- DOL (WisdomTree International LargeCp Div ETF) 0.15% (94%)
- DWX (SPDR S&P International Dividend ETF) 0.33% (93%)
- IDV (iShares International Select Dividend) (93%)
- PXF (PowerShares FTSE RAFI Dev Mkts ex-US ETF) 0.28% (92%)
- FNDF (Schwab Fundamental Intl Lg Co ETF) 0.43% (2%)