It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
ACIOX: INTERNATIONAL OPPORTUNITIES FUND I CLASS (MUTUAL FUND)
Basic Info 13.26 0.62(4.47%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (94%) |
| Start Date: | 01/31/2003 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 0.54% |
| Expenses | 1.53% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.6 | 10.2 | 25.7 | 13.9 | -1.4 | 6.0 | 6.0 | 5.5 | 10.7 | 29.8 | 1.6 | 8.8 | -30.1 | -10.4 | 27.2 | 29.3 | -21.9 | 45.3 | -5.2 | 10.8 | -7.3 | 30.7 | 25.2 | -14.7 | 22.5 | 46.5 | -52.3 | 23.0 | 24.3 | 36.7 | 27.5 | 73.9 |
| Sharpe Ratio | NA | 1.78 | 1.75 | 0.79 | -0.13 | 0.25 | NA | NA | 0.47 | 1.5 | -0.14 | 0.35 | -1.23 | -0.47 | 0.83 | 2.24 | -1.4 | 5.36 | -0.31 | 0.69 | -0.57 | 2.53 | 1.55 | -0.51 | 0.95 | 1.74 | -1.61 | 0.9 | 1.13 | 3.02 | 1.59 | 6.61 |
| Draw Down(%) | NA | 13.9 | 13.9 | 18.5 | 50.2 | 50.2 | NA | NA | 66.0 | 15.3 | 10.7 | 18.5 | 37.0 | 24.4 | 37.2 | 7.1 | 31.3 | 2.6 | 14.5 | 11.1 | 16.1 | 10.5 | 14.7 | 28.2 | 20.4 | 19.8 | 58.8 | 17.3 | 23.8 | 7.9 | 15.9 | 6.7 |
| Standard Deviation(%) | NA | 24.5 | 18.9 | 17.3 | 20.0 | 19.7 | NA | NA | 20.1 | 18.0 | 14.3 | 14.7 | 25.6 | 22.5 | 32.3 | 12.4 | 16.8 | 8.4 | 17.2 | 15.7 | 12.7 | 12.1 | 16.4 | 28.7 | 23.5 | 26.6 | 33.0 | 22.2 | 18.6 | 11.4 | 16.7 | 12.4 |
| Treynor Ratio | NA | 0.45 | 0.36 | 0.17 | -0.03 | 0.06 | NA | NA | 0.12 | 0.34 | -0.03 | 0.07 | -0.45 | -0.15 | 0.29 | 0.35 | -0.29 | 0.63 | -0.06 | 0.13 | -0.09 | 0.41 | 0.29 | -0.15 | 0.22 | 0.55 | -0.77 | 0.2 | 0.2 | 0.49 | 0.27 | 1.45 |
| Alpha | NA | 0.11 | 0.08 | 0.02 | -0.01 | -0.01 | NA | NA | 0.01 | 0.04 | -0.02 | -0.01 | -0.04 | -0.04 | -0.08 | 0.02 | -0.06 | 0.05 | -0.03 | 0.04 | -0.01 | 0.04 | 0.03 | -0.01 | 0.02 | 0.04 | -0.14 | 0.03 | -0.01 | 0.08 | 0.03 | 0.16 |
| Beta | NA | 0.98 | 0.91 | 0.82 | 0.75 | 0.8 | NA | NA | 0.82 | 0.79 | 0.77 | 0.74 | 0.71 | 0.69 | 0.94 | 0.79 | 0.8 | 0.71 | 0.86 | 0.83 | 0.84 | 0.75 | 0.86 | 0.97 | 1.01 | 0.84 | 0.69 | 1.02 | 1.03 | 0.71 | 0.99 | 0.57 |
| RSquared | NA | 0.78 | 0.75 | 0.77 | 0.7 | 0.74 | NA | NA | 0.76 | 0.81 | 0.75 | 0.77 | 0.85 | 0.38 | 0.82 | 0.84 | 0.8 | 0.6 | 0.78 | 0.73 | 0.68 | 0.69 | 0.81 | 0.92 | 0.88 | 0.83 | 0.85 | 0.8 | 0.7 | 0.42 | 0.6 | 0.38 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.6 | 0.7 | 0.4 | 0.0 | 0.5 | 0.0 | 1.4 | 4.1 | 12.2 | 0.2 | 3.1 | 4.5 | 1.2 | 0.0 | 0.6 | 1.0 | 1.7 | 1.8 | 29.2 | 32.9 | 28.3 | 3.2 | 5.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -11.1 | 65.8 | N/A | -100.0 | N/A | -100.0 | -74.9 | -54.5 | 5120.0 | -92.3 | -38.6 | 357.0 | N/A | -100.0 | -35.5 | -7.5 | -55.0 | -94.6 | -23.0 | 29.2 | 987.7 | 0.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/28/2003
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See FOREIGN SMALL/MID GROWTH Asset Class Trend Rankings |
Top Rated Funds in FOREIGN SMALL/MID GROWTH
Best Mutual Funds
- ACFFX (COLUMBIA ACORN INTERNATIONAL SELECT COLUMBIA ACORN INTERNATIONAL SELECT CLASS Z) (100%)
- ACINX (COLUMBIA ACORN INTERNATIONAL COLUMBIA ACORN INTERNATIONAL CLASS Z) (99%)
- ARTJX (ARTISAN INTERNATIONAL SMALL CAP FUND INVESTOR SHARES) (97%)
- OSMYX (Oppenheimer Intl Small Company Y) (96%)
- ACIOX (INTERNATIONAL OPPORTUNITIES FUND I CLASS) (94%)
- AIOIX (INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) (93%)
- WAIOX (WASATCH INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) (91%)
- MWNIX (MFS INTERNATIONAL NEW DISCOVERY FUND I) (90%)
- PRIDX (T. ROWE PRICE INTERNATIONAL DISCOVERY FUND T. ROWE PRICE INTERNATIONAL DISCOVERY FUND) (87%)
- WIISX (WILLIAM BLAIR INTERNATIONAL SMALL CAP GROWTH FUND INSTITUTIONAL CLASS) (85%)
Latest Articles Related to ACIOX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
