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SIMTX: Bernstein (Sanford C.) Intl Value Port (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/30/1999 |
| Last Dividend Date: | 11/27/2020 |
| 12-Mo. Yield | 0.37% |
| Expenses | 1.06% |
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Performance Analytics (As of 12/14/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/30/1999 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.3 | 1.4 | 5.5 | 3.3 | 1.5 | 3.0 | 2.2 | 2.8 | 21.5 | -17.9 | 26.5 | -1.4 | 3.1 | -6.4 | 19.5 | 14.3 | -18.9 | 5.0 | 26.2 | -49.0 | 9.1 | 24.2 | 14.7 | 18.5 | 38.0 | -9.9 | -15.5 | -19.1 | 9.4 |
| Sharpe Ratio | NA | 0.14 | 0.02 | 0.28 | 0.16 | NA | NA | 0.05 | 0.09 | 1.91 | -1.45 | 3.59 | -0.1 | 0.22 | -0.61 | 1.57 | 0.83 | -0.66 | 0.22 | 0.88 | -1.14 | 0.28 | 1.35 | 1.14 | 1.29 | 2.42 | -0.53 | -1.14 | -1.07 | 1.11 |
| Draw Down(%) | NA | 35.3 | 38.6 | 38.6 | 38.6 | NA | NA | 65.7 | 35.3 | 7.0 | 25.4 | 2.1 | 12.2 | 14.4 | 14.3 | 9.7 | 18.5 | 28.7 | 20.3 | 29.0 | 58.7 | 13.4 | 17.5 | 8.0 | 9.2 | 14.0 | 30.7 | 25.5 | 24.7 | 5.6 |
| Standard Deviation(%) | NA | 29.2 | 19.5 | 17.1 | 17.4 | NA | NA | 20.2 | 29.8 | 10.6 | 13.3 | 7.2 | 16.3 | 14.1 | 10.5 | 12.4 | 17.2 | 28.6 | 22.6 | 29.9 | 43.8 | 21.6 | 15.6 | 11.0 | 13.6 | 15.4 | 20.7 | 15.8 | 21.5 | 9.8 |
| Treynor Ratio | NA | 0.04 | 0.0 | 0.05 | 0.03 | NA | NA | 0.01 | 0.03 | 0.21 | -0.2 | 0.28 | -0.02 | 0.03 | -0.07 | 0.2 | 0.14 | -0.18 | 0.05 | 0.25 | -0.48 | 0.05 | 0.19 | 0.12 | 0.21 | 0.38 | -0.11 | -0.22 | -0.33 | 0.15 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.02 | 0.02 | -0.01 | 0.0 | -0.01 | -0.03 | -0.02 | -0.02 | -0.04 | -0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.01 | -0.04 | -0.03 |
| Beta | NA | 0.93 | 0.94 | 0.94 | 0.97 | NA | NA | 0.99 | 0.93 | 0.98 | 0.98 | 0.94 | 0.91 | 0.9 | 0.91 | 0.96 | 1.02 | 1.04 | 1.06 | 1.03 | 1.04 | 1.14 | 1.13 | 1.04 | 0.85 | 0.99 | 0.97 | 0.81 | 0.7 | 0.72 |
| RSquared | NA | 0.97 | 0.97 | 0.97 | 0.97 | NA | NA | 0.9 | 0.97 | 0.96 | 0.97 | 0.92 | 0.96 | 0.97 | 0.94 | 0.96 | 0.98 | 0.99 | 0.99 | 0.98 | 0.95 | 0.79 | 0.95 | 0.93 | 0.73 | 0.81 | 0.87 | 0.78 | 0.26 | 0.74 |
| Yield(%) | N/A | 0.4 | 2.1 | 2.1 | 1.9 | 3.1 | 3.5 | N/A | 0.4 | 1.9 | 4.3 | 1.4 | 1.8 | 1.5 | 2.0 | 2.0 | 2.1 | 1.6 | 1.7 | 2.3 | 1.8 | 13.4 | 15.7 | 1.5 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -76.2 | 64.3 | 19.2 | -66.7 | N/A | N/A | N/A | -76.2 | -67.1 | 296.2 | -24.0 | 21.9 | -33.4 | 18.8 | 4.9 | 3.5 | -4.1 | -5.3 | -37.8 | -87.0 | -10.6 | 1162.0 | 80.1 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/30/1999
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