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USIFX: INTERNATIONAL FUND INTERNATIONAL FUND SHARES (MUTUAL FUND)
Basic Info 27.53 0.14(0.51%) March 27
Asset Class: | Foreign Large Growth |
MyPlanIQ Rating: | (86%) |
Start Date: | 11/03/1988 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 1.33% |
Expenses | 1.02% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/20/1994 |
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 | 1990 | 1989 | 1988 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 5.9 | 20.1 | 4.6 | 6.8 | 5.3 | 8.8 | 6.7 | 6.4 | 17.5 | -15.7 | 14.9 | 3.3 | 22.8 | -14.1 | 28.1 | 1.8 | 0.5 | -5.1 | 18.0 | 22.1 | -9.8 | 9.9 | 32.4 | -35.3 | 8.7 | 27.4 | 12.6 | 18.5 | 32.7 | -8.2 | -14.6 | -10.8 | 28.6 | 4.0 | 9.0 | 19.1 | 8.3 | 2.7 | 36.6 | -0.2 | 13.4 | -9.7 | 12.7 | 3.4 |
Sharpe Ratio | NA | 2.17 | 1.36 | 0.01 | 0.02 | 0.02 | NA | NA | 0.05 | 1.05 | -0.8 | 0.03 | 0.1 | 2.1 | -1.18 | 3.82 | 0.09 | 0.03 | -0.44 | 1.46 | 1.29 | -0.35 | 0.46 | 1.21 | -0.91 | 0.38 | 1.79 | 1.04 | 1.32 | 2.37 | -0.51 | -1.03 | -0.97 | 2.2 | 0.04 | 0.45 | 2.15 | 0.53 | -0.03 | 3.99 | -0.26 | 0.69 | -1.03 | 0.59 | 2.31 |
Draw Down(%) | NA | 3.5 | 10.1 | 98.5 | 98.5 | 98.5 | NA | NA | 98.5 | 10.1 | 29.8 | 98.5 | 36.5 | 9.1 | 22.0 | 2.2 | 12.8 | 15.9 | 12.0 | 9.0 | 15.6 | 25.6 | 17.7 | 25.9 | 48.8 | 10.0 | 14.3 | 7.0 | 8.6 | 14.7 | 22.1 | 28.9 | 19.4 | 9.7 | 29.7 | 12.7 | 6.4 | 8.9 | 9.0 | 5.6 | 9.2 | 10.9 | 22.3 | 8.2 | 2.2 |
Standard Deviation(%) | NA | 10.4 | 11.7 | 340.2 | 263.9 | 186.8 | NA | NA | 100.3 | 12.7 | 21.6 | 589.5 | 30.3 | 10.2 | 13.1 | 7.2 | 16.4 | 15.3 | 11.4 | 12.3 | 17.3 | 28.0 | 21.1 | 26.8 | 39.7 | 15.4 | 13.5 | 10.0 | 13.4 | 13.5 | 18.4 | 16.6 | 15.3 | 11.5 | 18.1 | 12.1 | 7.2 | 8.4 | 8.2 | 8.6 | 9.7 | 14.0 | 14.4 | 11.7 | 8.2 |
Treynor Ratio | NA | 0.39 | 0.25 | 0.01 | 0.04 | 0.04 | NA | NA | 0.05 | 0.21 | -0.3 | 0.03 | 0.03 | 0.33 | -0.25 | 0.44 | 0.02 | 0.01 | -0.06 | 0.21 | 0.23 | -0.1 | 0.1 | 0.36 | -0.41 | 0.08 | 0.29 | 0.13 | 0.2 | 0.37 | -0.13 | -0.24 | -0.2 | 0.35 | 0.01 | 0.07 | 0.19 | 0.06 | 0.0 | 0.44 | -0.04 | 0.12 | -0.19 | 0.09 | 0.28 |
Alpha | NA | 0.03 | 0.03 | 8.25 | 4.9 | 2.45 | NA | NA | 0.69 | 0.02 | 0.01 | 24.64 | -0.15 | 0.01 | -0.03 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.02 | -0.02 | -0.01 | 0.03 | -0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.02 | -0.01 | -0.02 | 0.03 | -0.04 | 0.02 | 0.02 | -0.01 | 0.01 | 0.01 | 0.01 | 0.03 | -0.01 | -0.02 | 0.04 |
Beta | NA | 0.58 | 0.63 | 1.77 | 1.24 | 1.12 | NA | NA | 0.93 | 0.63 | 0.58 | 5.43 | 0.9 | 0.64 | 0.62 | 0.62 | 0.87 | 0.89 | 0.8 | 0.87 | 0.96 | 0.96 | 0.94 | 0.89 | 0.88 | 0.75 | 0.84 | 0.81 | 0.87 | 0.88 | 0.74 | 0.73 | 0.75 | 0.73 | 0.88 | 0.76 | 0.81 | 0.77 | 0.71 | 0.77 | 0.66 | 0.8 | 0.77 | 0.75 | 0.68 |
RSquared | NA | 0.76 | 0.77 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.76 | 0.78 | 0.0 | 0.84 | 0.83 | 0.79 | 0.61 | 0.86 | 0.88 | 0.76 | 0.88 | 0.91 | 0.95 | 0.94 | 0.93 | 0.95 | 0.89 | 0.86 | 0.71 | 0.72 | 0.8 | 0.77 | 0.78 | 0.76 | 0.73 | 0.89 | 0.8 | 0.63 | 0.69 | 0.69 | 0.59 | 0.61 | 0.8 | 0.87 | 0.67 | 0.68 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/20/1994
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