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TRGSX: T. ROWE PRICE INSTITUTIONAL GLOBAL FOCUSED GROWTH EQUITY FUND T. ROWE PRICE INSTITUTIONAL GLOBAL FOCUSED GROWTH EQUITY FUND (MUTUAL FUND)
Basic Info
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/07/2006 |
Last Dividend Date: | 12/18/2018 |
12-Mo. Yield | 0.29% |
Expenses | 0.75% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/07/2006 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -9.3 | 4.7 | 9.8 | 10.3 | 6.4 | 10.9 | -4.2 | 33.3 | 6.0 | 7.2 | 6.3 | 32.3 | 16.2 | -11.3 | 12.4 | 42.2 | -55.0 | 18.6 | 15.7 |
Sharpe Ratio | NA | 0.29 | 0.67 | 0.53 | 0.56 | 0.26 | 0.51 | -0.3 | 4.04 | 0.35 | 0.45 | 0.48 | 2.54 | 1.07 | -0.42 | 0.62 | 1.58 | -1.19 | 0.83 | 2.55 |
Draw Down(%) | NA | 14.2 | 20.9 | 20.9 | 24.8 | 65.0 | 13.8 | 20.9 | 3.3 | 17.2 | 13.6 | 9.9 | 9.1 | 15.9 | 24.8 | 17.2 | 23.8 | 63.0 | 13.3 | 5.1 |
Standard Deviation(%) | NA | 21.9 | 16.6 | 16.5 | 17.6 | 21.9 | 21.2 | 18.6 | 8.1 | 16.7 | 16.0 | 13.1 | 12.7 | 15.2 | 27.3 | 20.0 | 26.6 | 47.0 | 18.8 | 12.4 |
Treynor Ratio | NA | 0.05 | 0.1 | 0.09 | 0.1 | 0.06 | 0.09 | -0.05 | 0.37 | 0.07 | 0.08 | 0.06 | 0.35 | 0.18 | -0.11 | 0.14 | 0.48 | -0.54 | 0.16 | 0.34 |
Alpha | NA | -0.02 | 0.01 | 0.02 | 0.02 | 0.01 | -0.03 | 0.06 | 0.03 | 0.01 | 0.04 | 0.04 | 0.06 | 0.0 | 0.02 | 0.01 | 0.03 | -0.07 | 0.01 | 0.01 |
Beta | NA | 1.29 | 1.14 | 1.0 | 0.97 | 0.98 | 1.25 | 1.18 | 0.88 | 0.89 | 0.94 | 1.01 | 0.93 | 0.88 | 1.0 | 0.9 | 0.88 | 1.03 | 0.96 | 0.92 |
RSquared | NA | 0.49 | 0.58 | 0.65 | 0.78 | 0.85 | 0.43 | 0.75 | 0.61 | 0.79 | 0.8 | 0.7 | 0.79 | 0.86 | 0.91 | 0.91 | 0.92 | 0.92 | 0.9 | 0.67 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/07/2006
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