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TWGAX: INTERNATIONAL GROWTH FUND A CLASS (MUTUAL FUND)
Basic Info 12.5 0.16(1.30%) May 03
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (43%) |
Start Date: | 09/02/1997 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 0.00% |
Expenses | 0.13% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/02/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.8 | 2.9 | 3.1 | -3.7 | 5.2 | 4.1 | 7.7 | 5.7 | 5.2 | 12.1 | -25.2 | 8.3 | 25.3 | 28.1 | -15.0 | 30.7 | -6.1 | 0.4 | -5.4 | 22.6 | 21.6 | -12.1 | 13.9 | 33.7 | -45.2 | 17.0 | 24.7 | 13.1 | 15.0 | 25.1 | -19.5 | -27.0 | -15.3 | 64.2 | 18.9 | 1.7 |
Sharpe Ratio | NA | 0.23 | -0.07 | -0.35 | 0.17 | 0.17 | NA | NA | 0.19 | 0.56 | -1.04 | 0.57 | 0.83 | 2.26 | -1.06 | 3.64 | -0.32 | 0.02 | -0.42 | 1.76 | 1.28 | -0.41 | 0.6 | 1.23 | -1.12 | 0.71 | 1.41 | 1.07 | 0.96 | 1.59 | -1.13 | -1.96 | -0.82 | 3.74 | 0.73 | 0.09 |
Draw Down(%) | NA | 7.1 | 16.8 | 38.9 | 38.9 | 38.9 | NA | NA | 62.7 | 16.8 | 36.1 | 8.8 | 31.2 | 6.2 | 25.3 | 2.8 | 13.5 | 14.6 | 13.4 | 9.7 | 15.4 | 27.1 | 18.1 | 24.7 | 55.1 | 12.7 | 18.4 | 7.4 | 12.3 | 16.3 | 26.0 | 35.5 | 31.3 | 9.2 | 33.5 | 11.4 |
Standard Deviation(%) | NA | 13.4 | 13.4 | 18.7 | 20.6 | 18.0 | NA | NA | 20.1 | 14.0 | 25.7 | 14.7 | 30.1 | 11.8 | 15.3 | 8.3 | 19.4 | 16.5 | 12.9 | 12.8 | 17.0 | 29.2 | 23.0 | 27.4 | 41.2 | 19.6 | 15.3 | 10.2 | 14.7 | 15.4 | 18.2 | 15.1 | 23.6 | 16.3 | 21.4 | 18.2 |
Treynor Ratio | NA | 0.04 | -0.01 | -0.09 | 0.04 | 0.04 | NA | NA | 0.04 | 0.11 | -0.37 | 0.13 | 0.27 | 0.35 | -0.22 | 0.4 | -0.06 | 0.0 | -0.06 | 0.26 | 0.23 | -0.12 | 0.14 | 0.37 | -0.5 | 0.15 | 0.23 | 0.14 | 0.14 | 0.25 | -0.27 | -0.49 | -0.17 | 0.56 | 0.15 | 0.02 |
Alpha | NA | -0.01 | -0.02 | 0.0 | 0.0 | -0.01 | NA | NA | 0.0 | 0.0 | -0.01 | 0.03 | -0.08 | 0.01 | -0.03 | 0.0 | -0.03 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | -0.03 | 0.01 | 0.0 | 0.0 | -0.01 | -0.03 | -0.03 | -0.08 | -0.02 | 0.1 | 0.01 | 0.07 |
Beta | NA | 0.8 | 0.75 | 0.72 | 0.78 | 0.81 | NA | NA | 0.89 | 0.73 | 0.72 | 0.63 | 0.93 | 0.76 | 0.76 | 0.76 | 1.02 | 0.95 | 0.92 | 0.87 | 0.95 | 1.01 | 1.02 | 0.92 | 0.92 | 0.97 | 0.95 | 0.77 | 1.0 | 0.99 | 0.76 | 0.6 | 1.14 | 1.08 | 1.01 | 0.81 |
RSquared | NA | 0.86 | 0.84 | 0.84 | 0.85 | 0.84 | NA | NA | 0.86 | 0.83 | 0.87 | 0.72 | 0.9 | 0.87 | 0.84 | 0.7 | 0.87 | 0.85 | 0.8 | 0.83 | 0.92 | 0.96 | 0.94 | 0.95 | 0.96 | 0.91 | 0.87 | 0.62 | 0.78 | 0.78 | 0.83 | 0.65 | 0.74 | 0.8 | 0.86 | 0.75 |
Yield(%) | N/A | 0.3 | 0.2 | 4.3 | 4.7 | 4.6 | 6.4 | 5.3 | N/A | 0.0 | 2.0 | 11.2 | 5.2 | 0.4 | 9.8 | 6.2 | 0.2 | 5.6 | 6.5 | 3.5 | 1.6 | 0.8 | 1.3 | 0.8 | 1.2 | 6.3 | 0.6 | 1.7 | 0.9 | 0.6 | 0.5 | 0.1 | 11.3 | 6.6 | 1.8 | 13.7 |
Dividend Growth(%) | N/A | N/A | N/A | 4.0 | -21.0 | 194.4 | N/A | N/A | N/A | -100.0 | -82.7 | 154.4 | 1600.0 | -97.0 | 97.0 | 3250.0 | -97.1 | -22.7 | 114.6 | 156.2 | 77.8 | -30.8 | 116.7 | -64.7 | -78.5 | 1216.7 | -60.0 | 114.3 | 75.0 | 0.0 | 300.0 | -99.4 | 160.6 | 340.0 | -88.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/02/1997
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