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
CFIPX: QS GLOBAL EQUITY FUND CLASS A (MUTUAL FUND)
Basic Info 30.14 0.8(2.59%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 12/24/1991 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 7.05% |
| Expenses | 1.10% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 6.8 | 24.0 | 22.8 | 10.0 | 11.8 | 10.8 | 7.7 | 5.7 | 23.2 | 24.3 | 23.0 | -18.8 | 15.0 | 13.3 | 22.4 | -12.1 | 23.7 | 7.6 | 3.9 | 8.7 | 29.6 | 13.1 | -5.4 | 11.5 | 20.8 | -43.9 | 7.5 | 24.8 | 9.9 | 17.2 | 28.5 | -13.8 | -21.5 | -25.8 | 27.6 | 10.4 | -2.9 | -12.3 | 18.1 | -11.5 | 29.8 | -2.0 | 4.0 |
| Sharpe Ratio | NA | 1.01 | 1.76 | 1.36 | 0.44 | 0.58 | NA | NA | 0.22 | 1.17 | 1.58 | 1.61 | -0.87 | 0.94 | 0.41 | 1.64 | -0.9 | 3.24 | 0.51 | 0.26 | 0.79 | 2.61 | 0.93 | -0.22 | 0.58 | 0.86 | -1.15 | 0.24 | 1.43 | 0.72 | 1.22 | 1.84 | -0.73 | -1.38 | -1.41 | 1.52 | 0.35 | -0.38 | -1.15 | 1.51 | -1.51 | 3.23 | -0.42 | 363.85 |
| Draw Down(%) | NA | 8.3 | 8.3 | 17.2 | 28.7 | 34.0 | NA | NA | 60.5 | 17.2 | 9.1 | 8.2 | 24.4 | 11.1 | 34.0 | 8.8 | 22.5 | 2.4 | 12.4 | 12.2 | 8.7 | 8.0 | 13.4 | 22.7 | 16.3 | 25.7 | 52.8 | 13.3 | 16.7 | 7.5 | 8.8 | 17.3 | 25.2 | 31.7 | 32.3 | 8.9 | 25.1 | 17.4 | 19.9 | 7.4 | 17.6 | 5.0 | 12.6 | 0.0 |
| Standard Deviation(%) | NA | 14.1 | 12.1 | 14.4 | 16.8 | 17.5 | NA | NA | 17.7 | 17.4 | 13.1 | 12.1 | 23.3 | 15.9 | 32.1 | 12.8 | 15.0 | 7.2 | 14.5 | 14.9 | 11.1 | 11.3 | 14.2 | 25.1 | 19.6 | 24.2 | 38.9 | 18.2 | 15.0 | 10.6 | 13.3 | 15.1 | 20.5 | 17.6 | 21.2 | 15.9 | 19.8 | 17.1 | 13.8 | 9.4 | 9.6 | 8.5 | 10.7 | 2.9 |
| Treynor Ratio | NA | 0.21 | 0.29 | 0.23 | 0.08 | 0.1 | NA | NA | 0.04 | 0.19 | 0.24 | 0.23 | -0.2 | 0.16 | 0.12 | 0.19 | -0.13 | 0.28 | 0.09 | 0.04 | 0.09 | 0.34 | 0.15 | -0.06 | 0.13 | 0.26 | -0.51 | 0.05 | 0.22 | 0.09 | 0.17 | 0.3 | -0.18 | -0.28 | -0.24 | 0.22 | 0.08 | -0.06 | -0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | NA | NA | 0.0 | -0.03 | 0.07 | 0.03 | -0.01 | 0.03 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 | 0.05 | 0.05 | -0.01 | 0.04 | 0.0 | -0.03 | -0.03 | -0.02 | 0.0 | -0.01 | -0.01 | -0.03 | -0.01 | -0.02 | -0.03 | -0.01 | -0.01 | -0.01 | -0.05 | NA | NA | NA | NA | NA |
| Beta | NA | 0.68 | 0.73 | 0.86 | 0.94 | 0.98 | NA | NA | 0.92 | 1.05 | 0.85 | 0.85 | 1.03 | 0.96 | 1.06 | 1.12 | 1.02 | 0.82 | 0.8 | 0.91 | 0.93 | 0.87 | 0.86 | 0.94 | 0.9 | 0.81 | 0.87 | 0.9 | 0.98 | 0.88 | 0.93 | 0.92 | 0.81 | 0.85 | 1.25 | 1.09 | 0.92 | 1.02 | 1.12 | NA | NA | NA | NA | NA |
| RSquared | NA | 0.82 | 0.78 | 0.7 | 0.71 | 0.8 | NA | NA | 0.81 | 0.75 | 0.62 | 0.72 | 0.81 | 0.6 | 0.93 | 0.84 | 0.85 | 0.68 | 0.85 | 0.86 | 0.82 | 0.88 | 0.93 | 0.96 | 0.95 | 0.95 | 0.95 | 0.86 | 0.86 | 0.74 | 0.85 | 0.81 | 0.74 | 0.84 | 0.87 | 0.77 | 0.9 | 0.77 | 0.24 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.4 | 4.2 | 1.2 | 1.5 | 0.9 | 0.8 | 8.2 | 6.4 | 0.9 | 1.6 | 1.0 | 1.1 | 0.9 | 1.3 | 1.6 | 1.6 | 1.8 | 1.2 | 6.2 | 18.9 | 1.4 | 1.1 | 0.6 | 0.0 | 0.1 | 5.4 | 1.0 | 0.1 | 0.2 | 0.2 | 0.4 | 0.1 | 0.0 | 0.2 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 112.8 | 324.6 | -35.0 | 80.1 | 27.3 | -88.6 | 5.0 | 737.0 | -38.0 | 58.8 | 2.3 | 54.7 | -25.2 | -23.3 | 9.5 | 4.6 | -15.5 | -80.1 | -66.5 | 1406.5 | 48.1 | 126.1 | N/A | -100.0 | -98.3 | 568.5 | 1344.4 | -64.0 | 19.0 | -56.2 | 500.0 | N/A | -100.0 | -23.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/28/1991
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 WORLD STOCK Asset Class Trend Rankings |
Top Rated Funds in WORLD STOCK
Best Mutual Funds
- TAVFX (THIRD AVENUE VALUE FUND INSTITUTIONAL CLASS) (100%)
- VHGEX (VANGUARD GLOBAL EQUITY FUND INVESTOR SHARES) (100%)
- FWWFX (FIDELITY WORLDWIDE FUND FIDELITY WORLDWIDE FUND) (99%)
- JAWWX (JANUS GLOBAL RESEARCH FUND CLASS T) (99%)
- TWEBX (TWEEDY BROWNE VALUE FUND TWEEDY BROWNE VALUE FUND) (95%)
- WWNPX (KINETICS PARADIGM FUND NO LOAD CLASS) (95%)
- GWOAX (GMO GLOBAL DEVELOPED EQUITY ALLOCATION FUND CLASS III) (95%)
- GMGEX (GMO GLOBAL EQUITY ALLOCATION FUND CLASS III) (94%)
- MDISX (FRANKLIN MUTUAL GLOBAL DISCOVERY FUND CLASS Z) (94%)
- CSUIX (COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC. CLASS I) (94%)
Best ETFs
- DGT (SPDR Global Dow ETF) (100%)
- TOK (iShares MSCI Kokusai ETF) (96%)
- ACWI (iShares MSCI ACWI ETF) (96%)
- DEW (WisdomTree Global High Dividend Fund) (96%)
- FGD (First Trust Dow Jones Global Select Dividend Index Fund) (96%)
- IOO (iShares Global 100 ETF) (95%)
- VT (Vanguard Total World Stock ETF) (95%)
- SDIV (Global X SuperDividend ETF) (32%)
- URTH (iShares MSCI World ETF) (32%)
- ACWV (iShares MSCI Global Min Vol Factor ETF) (31%)
Best Closed End Funds
- AGD (Aberdeen Global Dynamic Dividend Fund) (99%)
- BOE (BlackRock Global Opportunities Equity Trust) (99%)
- GLQ (Clough Global EF) (98%)
- ETG (Eaton Vance Tax Advantaged Global Dividend Income Closed Fund) (98%)
- ETO (Eaton Vance Tax Advantaged Global Dividend Opportunities Closed Fund) (98%)
- ETW (Eaton Vance Tax Managed Global Buy Write Opportunities Closed Fund) (98%)
- EXG (Eaton Vance Tax-Managed Global Diversified Equity Income Closed Fund) (98%)
- EOD (Allspring Global Dividend Opportunity Fund) (97%)
- IGA (Voya Global Advantage & Premium Opportunity Fund) (97%)
- IGD (Voya Global Equity Dividend & Premium Opportunity Closed Fund) (97%)
Latest Articles Related to CFIPX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
