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TRFYX: Touchstone Global Real Estate Y (MUTUAL FUND)
Basic Info
Asset Class: | Global Real Estate |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/02/2009 |
Last Dividend Date: | 12/29/2015 |
12-Mo. Yield | 0.00% |
Expenses | 1.14% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/02/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.3 | 8.8 | 0.0 | 5.1 | -3.1 | 14.0 | 2.5 | 27.5 | -5.3 | 19.7 | 7.9 |
Sharpe Ratio | NA | 1.72 | 0.63 | 0.75 | 0.57 | 0.0 | 0.68 | -0.31 | 2.19 | 0.21 | 2.21 | -0.21 | 0.9 | 1.71 |
Draw Down(%) | NA | 3.9 | 15.2 | 15.9 | 23.5 | 0.0 | 7.2 | 13.2 | 6.4 | 15.9 | 9.7 | 23.5 | 13.5 | 7.3 |
Standard Deviation(%) | NA | 6.1 | 8.0 | 9.7 | 15.3 | NA | 7.1 | 10.1 | 6.4 | 11.5 | 12.5 | 25.2 | 21.7 | 21.1 |
Treynor Ratio | NA | 0.52 | 0.13 | 0.13 | 0.11 | NA | 0.19 | -0.06 | 0.23 | 0.03 | 0.29 | -0.05 | 0.2 | 0.37 |
Alpha | NA | 0.03 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | -0.01 | 0.02 | 0.0 | 0.01 | 0.0 | 0.02 | -0.01 |
Beta | NA | 0.2 | 0.4 | 0.56 | 0.82 | 0.0 | 0.26 | 0.49 | 0.61 | 0.72 | 0.94 | 1.03 | 1.0 | 0.97 |
RSquared | NA | 0.24 | 0.45 | 0.6 | 0.81 | 0.0 | 0.32 | 0.5 | 0.77 | 0.77 | 0.91 | 0.99 | 0.96 | 0.97 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2009
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