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TWIEX: INTERNATIONAL GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 12.34 0.1(0.82%) April 26
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (84%) |
Start Date: | 12/26/1991 |
Last Dividend Date: | 03/19/2024 |
12-Mo. Yield | 0.00% |
Expenses | 0.13% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.6 | 2.2 | 3.2 | -4.0 | 5.4 | 4.3 | 8.1 | 5.8 | 6.9 | 12.3 | -25.0 | 8.6 | 25.6 | 28.4 | -14.4 | 31.0 | -5.8 | 0.6 | -5.2 | 22.9 | 21.9 | -11.8 | 14.2 | 34.2 | -45.1 | 17.3 | 25.0 | 13.3 | 15.3 | 25.4 | -19.3 | -26.8 | -15.1 | 64.6 | 19.0 | 19.3 | 14.4 | 11.9 | -4.8 | 42.6 | 4.7 | 3.4 |
Sharpe Ratio | NA | -0.36 | -0.33 | -0.36 | 0.16 | 0.17 | NA | NA | 0.28 | 0.58 | -1.03 | 0.59 | 0.84 | 2.28 | -1.03 | 3.7 | -0.31 | 0.04 | -0.4 | 1.79 | 1.29 | -0.41 | 0.62 | 1.25 | -1.11 | 0.73 | 1.43 | 1.11 | 0.97 | 1.59 | -1.12 | -1.96 | -0.81 | 3.75 | 0.73 | 1.14 | 1.43 | 0.92 | -0.85 | 4.9 | 0.22 | 165.53 |
Draw Down(%) | NA | 7.0 | 16.8 | 38.8 | 38.8 | 38.8 | NA | NA | 62.4 | 16.8 | 36.0 | 8.8 | 31.1 | 6.2 | 25.1 | 2.8 | 13.4 | 14.5 | 13.3 | 9.6 | 15.5 | 27.0 | 17.9 | 24.5 | 55.1 | 12.7 | 18.3 | 7.4 | 12.4 | 16.3 | 25.9 | 35.5 | 31.2 | 9.2 | 33.4 | 11.4 | 6.5 | 6.8 | 10.3 | 3.4 | 11.2 | 0.0 |
Standard Deviation(%) | NA | 13.2 | 13.3 | 18.7 | 20.6 | 17.9 | NA | NA | 18.6 | 13.9 | 25.7 | 14.7 | 30.2 | 11.8 | 15.4 | 8.3 | 19.3 | 16.5 | 13.0 | 12.8 | 17.0 | 29.1 | 22.8 | 27.4 | 41.2 | 19.6 | 15.3 | 10.1 | 14.8 | 15.5 | 18.1 | 15.0 | 23.6 | 16.3 | 21.5 | 13.8 | 7.6 | 8.7 | 9.0 | 8.2 | 10.9 | 9.8 |
Treynor Ratio | NA | -0.06 | -0.06 | -0.09 | 0.04 | 0.04 | NA | NA | 0.06 | 0.11 | -0.38 | 0.2 | 0.27 | 0.35 | -0.21 | 0.4 | -0.06 | 0.01 | -0.06 | 0.26 | 0.23 | -0.12 | 0.14 | 0.37 | -0.5 | 0.15 | 0.23 | 0.15 | 0.14 | 0.25 | -0.27 | -0.5 | -0.17 | 0.56 | 0.15 | 0.19 | 0.12 | 0.12 | -0.11 | 0.67 | 0.05 | -5.67 |
Alpha | NA | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 | NA | NA | 0.0 | 0.0 | -0.04 | 0.01 | -0.08 | 0.02 | -0.02 | 0.0 | -0.03 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | -0.02 | 0.01 | 0.0 | 0.01 | -0.01 | -0.03 | -0.03 | -0.08 | -0.02 | 0.1 | 0.01 | 0.05 | 0.0 | 0.0 | -0.02 | 0.05 | 0.03 | 3.45 |
Beta | NA | 0.81 | 0.75 | 0.72 | 0.78 | 0.81 | NA | NA | 0.88 | 0.71 | 0.69 | 0.42 | 0.93 | 0.76 | 0.76 | 0.76 | 1.02 | 0.94 | 0.93 | 0.87 | 0.96 | 1.01 | 1.02 | 0.92 | 0.92 | 0.97 | 0.95 | 0.77 | 1.0 | 1.0 | 0.75 | 0.6 | 1.14 | 1.09 | 1.03 | 0.84 | 0.87 | 0.68 | 0.7 | 0.6 | 0.51 | -2.85 |
RSquared | NA | 0.84 | 0.84 | 0.84 | 0.85 | 0.84 | NA | NA | 0.84 | 0.81 | 0.83 | 0.52 | 0.9 | 0.86 | 0.84 | 0.69 | 0.87 | 0.85 | 0.8 | 0.83 | 0.92 | 0.96 | 0.93 | 0.95 | 0.96 | 0.91 | 0.87 | 0.63 | 0.78 | 0.78 | 0.83 | 0.64 | 0.74 | 0.8 | 0.87 | 0.75 | 0.65 | 0.5 | 0.55 | 0.38 | 0.29 | 0.96 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 2.1 | 11.5 | 5.3 | 0.5 | 10.3 | 6.5 | 0.4 | 5.8 | 6.7 | 4.0 | 1.9 | 1.2 | 1.8 | 1.1 | 1.5 | 6.5 | 0.9 | 2.0 | 1.1 | 0.9 | 0.8 | 0.3 | 11.5 | 7.0 | 1.9 | 16.6 | 11.7 | 0.1 | 4.8 | 7.0 | 3.4 | 0.2 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -82.5 | 160.3 | 1260.0 | -96.4 | 97.1 | 1300.0 | -92.9 | -22.2 | 91.5 | 147.4 | 46.2 | -27.8 | 125.0 | -60.0 | -75.6 | 811.1 | -50.0 | 100.0 | 50.0 | 0.0 | 100.0 | -98.3 | 150.0 | 337.5 | -87.8 | 42.4 | 9100.0 | -97.3 | -7.5 | 110.5 | 1800.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/1991
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