Find A Portfolio/Ticker
Comparison Box
TMRFX: TOREADOR INTERNATIONAL FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/30/1998 |
| Last Dividend Date: | 12/17/2018 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.75% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/19/2021)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/30/1998 |
2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -18.3 | -10.0 | 0.3 | -5.2 | -2.9 | 5.9 | 8.4 | 0.0 | -18.0 | 14.6 | -19.0 | 22.5 | -1.9 | -0.8 | -7.5 | 25.6 | -16.8 | -30.2 | 23.3 | 110.5 | -74.4 | 28.6 | 37.6 | 50.0 | 20.3 | 73.7 | 19.7 | 40.6 | -29.4 | 145.1 | -8.0 |
| Sharpe Ratio | NA | -0.5 | -0.48 | -0.02 | -0.31 | NA | NA | 0.26 | 0.0 | -0.5 | 1.3 | -1.76 | 3.08 | -0.13 | -0.07 | -0.79 | 2.47 | -0.97 | -1.1 | 0.99 | 3.02 | -1.42 | 1.5 | 1.56 | 3.07 | 0.92 | 3.42 | 0.73 | 1.37 | -0.77 | 2.6 | -0.81 |
| Draw Down(%) | NA | 39.2 | 46.7 | 46.7 | 57.7 | NA | NA | 81.1 | 0.0 | 39.2 | 7.0 | 25.0 | 2.3 | 14.6 | 15.3 | 14.9 | 8.6 | 29.2 | 39.5 | 23.9 | 23.2 | 77.5 | 12.4 | 26.1 | 13.3 | 27.8 | 17.6 | 24.1 | 23.8 | 52.4 | 47.3 | 24.1 |
| Standard Deviation(%) | NA | 36.6 | 22.9 | 19.3 | 18.2 | NA | NA | 27.4 | NA | 36.6 | 10.1 | 11.6 | 7.1 | 16.0 | 13.1 | 9.6 | 10.4 | 17.5 | 27.4 | 23.5 | 36.6 | 52.9 | 17.1 | 22.2 | 15.6 | 21.2 | 21.4 | 25.5 | 28.5 | 43.4 | 54.6 | 37.9 |
| Treynor Ratio | NA | -0.18 | -0.12 | -0.01 | -0.07 | NA | NA | 0.1 | NA | -0.17 | 0.18 | -0.31 | 0.31 | -0.03 | -0.01 | -0.11 | 0.38 | -0.33 | -0.43 | 0.31 | 1.25 | -1.08 | 0.53 | 0.52 | 1.62 | 0.33 | 1.93 | 0.27 | 0.63 | -0.26 | 1.44 | -0.66 |
| Alpha | NA | -0.11 | -0.05 | -0.03 | -0.04 | NA | NA | 0.02 | 0.0 | -0.1 | 0.0 | -0.05 | 0.02 | -0.02 | 0.01 | -0.02 | 0.04 | -0.1 | -0.1 | 0.06 | 0.21 | -0.36 | 0.07 | 0.07 | 0.14 | 0.04 | 0.18 | 0.12 | 0.2 | -0.02 | 0.31 | -0.24 |
| Beta | NA | 1.04 | 0.95 | 0.91 | 0.79 | NA | NA | 0.75 | 0.0 | 1.04 | 0.72 | 0.65 | 0.7 | 0.79 | 0.75 | 0.67 | 0.68 | 0.52 | 0.7 | 0.76 | 0.88 | 0.7 | 0.49 | 0.66 | 0.29 | 0.59 | 0.38 | 0.69 | 0.62 | 1.31 | 0.98 | 0.47 |
| RSquared | NA | 0.76 | 0.71 | 0.71 | 0.6 | NA | NA | 0.28 | 0.0 | 0.77 | 0.57 | 0.57 | 0.53 | 0.75 | 0.78 | 0.62 | 0.69 | 0.24 | 0.5 | 0.47 | 0.47 | 0.3 | 0.23 | 0.16 | 0.04 | 0.15 | 0.06 | 0.29 | 0.14 | 0.19 | 0.05 | 0.07 |
| Yield(%) | N/A | 0.0 | 0.7 | 0.8 | 0.3 | 3.3 | 12.3 | N/A | 0.0 | 0.0 | 0.0 | 2.3 | 0.6 | 0.4 | 0.7 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 3.1 | 10.2 | 17.0 | 18.7 | 10.1 | 17.3 | 18.2 | 0.0 | 7.7 | 11.9 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | 65.0 | 152.4 | -97.9 | N/A | N/A | N/A | N/A | N/A | -100.0 | 382.0 | 61.8 | -52.6 | 4.5 | N/A | N/A | N/A | N/A | -100.0 | -95.4 | -32.8 | 5.5 | 163.9 | -40.6 | 47.2 | N/A | -100.0 | -61.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/1998
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%)
- 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%)
- BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (98%)
- CWI (SPDR MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets ETF) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock ETF) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (27%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (27%)
Best Closed End Funds
* Day change on 01/19/2021.Latest Articles Related to TMRFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
