Find A Portfolio/Ticker
Comparison Box
TIEQX: INTERNATIONAL EQUITY CLASS Q (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/01/2011 |
Last Dividend Date: | 12/14/2017 |
12-Mo. Yield | 24.43% |
Expenses | 0.84% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/02/2011 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.3 | 2.5 | 4.2 | 0.0 | 22.1 | -0.2 | 1.9 | -7.0 | 20.9 | 16.6 | -18.1 |
Sharpe Ratio | NA | 2.48 | 0.58 | 0.5 | 0.26 | 0.0 | 2.86 | -0.02 | 0.12 | -0.63 | 1.72 | 1.07 | -0.73 |
Draw Down(%) | NA | 2.3 | 21.7 | 21.7 | 26.7 | 0.0 | 2.3 | 13.0 | 15.3 | 12.7 | 9.6 | 15.4 | 26.4 |
Standard Deviation(%) | NA | 7.4 | 13.9 | 13.1 | 16.2 | 200.9 | 7.5 | 17.6 | 14.8 | 11.0 | 12.1 | 15.6 | 29.0 |
Treynor Ratio | NA | 0.2 | 0.08 | 0.07 | 0.04 | -0.15 | 0.23 | 0.0 | 0.02 | -0.07 | 0.22 | 0.18 | -0.21 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.02 | -0.01 | 0.01 | 0.0 | -0.01 |
Beta | NA | 0.91 | 0.96 | 0.96 | 0.96 | 0.0 | 0.95 | 0.99 | 0.94 | 0.97 | 0.93 | 0.92 | 0.99 |
RSquared | NA | 0.83 | 0.95 | 0.95 | 0.96 | 0.0 | 0.88 | 0.97 | 0.96 | 0.97 | 0.95 | 0.96 | 0.98 |
Yield(%) | N/A | 24.4 | 10.0 | 7.3 | N/A | 0.0 | 24.9 | 2.3 | 2.9 | 3.0 | 2.2 | 2.7 | 0.0 |
Dividend Growth(%) | N/A | 962.1 | 283.0 | N/A | N/A | -100.0 | 982.1 | -22.2 | -12.2 | 57.7 | -10.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/02/2011
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 Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- BJBIX (ABERDEEN SELECT INTERNATIONAL EQUITY FUND CLASS A) (98%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (97%)
- CWI (SPDR® MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund ETF Shares) (97%)
- SCHF (Schwab International Equity ETF) (34%)
- VXUS (Vanguard Total International Stock Index Fund ETF Shares) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (28%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (28%)