Find A Portfolio/Ticker
Comparison Box
QIVYX: Oppenheimer Intl Equity Fund Y (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/14/2008 |
Last Dividend Date: | 12/11/2020 |
12-Mo. Yield | 1.46% |
Expenses | 0.84% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 08/23/2021)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/14/2008 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.4 | 18.0 | 8.8 | 8.5 | 7.6 | 9.2 | 0.7 | 18.6 | 22.1 | -17.2 | 31.4 | 2.2 | -0.7 | -10.0 | 30.4 | 23.6 | -22.5 | 14.1 | 49.7 | 0.0 |
Sharpe Ratio | NA | 1.17 | 0.42 | 0.48 | 0.46 | 0.5 | 0.07 | 0.65 | 1.92 | -1.4 | 4.2 | 0.13 | -0.06 | -0.93 | 2.52 | 1.54 | -0.89 | 0.72 | 1.92 | 0.0 |
Draw Down(%) | NA | 7.7 | 31.7 | 33.9 | 33.9 | 33.9 | 7.7 | 31.7 | 7.3 | 24.6 | 3.1 | 8.9 | 15.3 | 14.1 | 9.6 | 14.4 | 31.0 | 16.5 | 28.0 | 15.2 |
Standard Deviation(%) | NA | 15.4 | 19.4 | 16.3 | 15.8 | 18.0 | 14.9 | 28.1 | 10.8 | 13.3 | 7.4 | 15.3 | 13.7 | 10.8 | 12.0 | 15.4 | 25.2 | 19.6 | 25.9 | 44.7 |
Treynor Ratio | NA | 0.21 | 0.09 | 0.09 | 0.08 | 0.1 | 0.01 | 0.21 | 0.23 | -0.19 | 0.34 | 0.02 | -0.01 | -0.11 | 0.35 | 0.27 | -0.24 | 0.16 | 0.58 | 0.0 |
Alpha | NA | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | -0.04 | 0.04 | 0.01 | -0.02 | 0.02 | -0.01 | 0.02 | -0.02 | 0.04 | 0.02 | -0.04 | 0.03 | 0.06 | -0.18 |
Beta | NA | 0.86 | 0.9 | 0.91 | 0.88 | 0.86 | 1.01 | 0.88 | 0.92 | 0.96 | 0.91 | 0.81 | 0.81 | 0.89 | 0.87 | 0.88 | 0.92 | 0.88 | 0.85 | 0.61 |
RSquared | NA | 0.76 | 0.88 | 0.88 | 0.89 | 0.88 | 0.85 | 0.89 | 0.87 | 0.9 | 0.8 | 0.9 | 0.86 | 0.84 | 0.87 | 0.92 | 0.96 | 0.95 | 0.92 | 0.54 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2008
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 FUND CLASS N) (100%)
- VTRIX (VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES) (99%)
- AAIPX (AMERICAN BEACON INTERNATIONAL EQUITY FUND INVESTOR CLASS) (98%)
- ICEUX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS I) (98%)
- TIVFX (THE TOCQUEVILLE INTERNATIONAL VALUE FUND THE TOCQUEVILLE INTERNATIONAL VALUE FUND) (97%)
- MYITX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND CLASS A) (95%)
- MYIIX (Mainstay 130/30 International Fund Class) (94%)
- MYINX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) (94%)
- GIEAX (GMO INTERNATIONAL EQUITY ALLOCATION FUND CLASS III) (91%)
- GTMIX (GMO TAX-MANAGED INTERNATIONAL EQUITIES FUND CLASS III) (90%)
Best ETFs
- EFV (iShares MSCI EAFE Value ETF) (99%)
- DWM (WisdomTree International Equity Fund) (97%)
- DTH (WisdomTree International High Dividend Fund) (96%)
- DOL (WisdomTree International LargeCap Dividend Fund) (93%)
- DWX (SPDR® S&P International Dividend ETF) (92%)
- IDV (iShares International Select Dividend ETF) (92%)
- PXF (Invesco FTSE RAFI Developed Markets ex-U.S. ETF) (91%)
- FNDF (Schwab Fundamental International Large Company Index ETF) (2%)