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
CHOIX: CHOU INCOME FUND CHOU INCOME FUND (MUTUAL FUND)
Basic Info
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/30/2010 |
| Last Dividend Date: | 06/27/2019 |
| 12-Mo. Yield | 3.65% |
| Expenses | 1.50% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 12/30/2010 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -8.2 | -1.7 | 1.4 | -5.8 | -13.2 | -4.5 | 20.9 | -11.9 | -4.8 | 22.5 | 34.9 | -13.8 | 0.2 |
| Sharpe Ratio | NA | -0.81 | -0.69 | -0.53 | 0.11 | -0.88 | -1.16 | -0.55 | 2.1 | -1.49 | -0.66 | 3.06 | 4.24 | -1.63 | NA |
| Draw Down(%) | NA | 12.3 | 25.7 | 28.9 | 34.4 | 12.3 | 21.8 | 10.8 | 14.5 | 14.2 | 16.4 | 3.1 | 3.6 | 17.4 | 0.0 |
| Standard Deviation(%) | NA | 12.5 | 10.6 | 10.2 | 9.2 | 9.8 | 12.5 | 9.4 | 9.8 | 8.0 | 7.3 | 7.3 | 8.3 | 8.5 | 0.0 |
| Treynor Ratio | NA | -0.2 | -0.31 | -0.4 | 0.11 | 2.95 | -0.24 | -0.65 | 10.58 | -13.92 | -0.32 | -2.05 | 9.6 | -1.18 | 0.0 |
| Alpha | NA | -0.05 | -0.03 | -0.02 | 0.01 | -0.03 | -0.05 | -0.02 | 0.08 | -0.05 | -0.02 | 0.08 | 0.12 | -0.06 | NA |
| Beta | NA | 0.51 | 0.23 | 0.13 | 0.09 | -0.03 | 0.6 | 0.08 | 0.02 | 0.01 | 0.15 | -0.11 | 0.04 | 0.12 | NA |
| RSquared | NA | 0.05 | 0.02 | 0.01 | 0.0 | 0.0 | 0.09 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 |
| Yield(%) | N/A | 3.6 | 5.3 | 6.4 | N/A | 1.3 | 3.7 | 6.0 | 13.3 | 11.2 | 7.0 | 10.7 | 19.8 | 11.3 | 2.1 |
| Dividend Growth(%) | N/A | -57.3 | -57.5 | N/A | N/A | -72.0 | -44.1 | -52.2 | -8.2 | 42.2 | -27.9 | -38.4 | 32.3 | 414.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/2010
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 BOND Asset Class Trend Rankings |
Top Rated Funds in WORLD BOND
Best Mutual Funds
- RPIBX (T. ROWE PRICE INTERNATIONAL BOND FUND T. ROWE PRICE INTERNATIONAL BOND FUND) (98%)
- IOSIX (VOYA GLOBAL BOND PORTFOLIO CLASS I) (97%)
- DFGFX (DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO DFA TWO-YEAR GLOBAL FIXED INCOME PORTFOLIO - INSTITUTIONAL CLASS) (95%)
- OIBYX (Oppenheimer International Bond Y) (95%)
- SDGIX (DREYFUS/STANDISH GLOBAL FIXED INCOME FUND DREYFUS/STANDISH GLOBAL FIXED INCOME FUND - CLASS I) (94%)
- MAWIX (Blk Rk Sg Bf Ins) (94%)
- PWFYX (PACE INTERNATIONAL FIXED INCOME INVESTMENTS CLASS Y) (93%)
- RCWFX (CAPITAL WORLD BOND FUND CLASS R-5) (92%)
- PFUIX (FOREIGN BOND FUND (UNHEDGED) INSTITUTIONAL) (91%)
- VCIFX (INTERNATIONAL GOVERNMENT BOND FUND INTERNATIONAL GOVERNMENT BOND FUND) (90%)
Best ETFs
- BWX (SPDR Bloomberg International Treasury Bond ETF) (98%)
- WIP (SPDR FTSE International Government Inflation-Protected Bond ETF) (96%)
- IGOV (iShares International Treasury Bond ETF) (75%)
- ISHG (iShares 1-3 Year International Treasury Bond ETF) (48%)
- BWZ (SPDR Bloomberg Short Term International Treasury Bond ETF) (47%)
- GTIP (Goldman Sachs Access Inflation Protected USD Bond ETF) (44%)
- PICB (Invesco International Corporate Bond ETF) (43%)
- IBND (SPDR Bloomberg International Corporate Bond ETF) (43%)
- HYXU (iShares International High Yield Bond ETF) (41%)
- IHY (VanEck International High Yield Bond ETF) (39%)
Best Closed End Funds
- FAX (Aberdeen Asia-Pacific IF Inc) (100%)
- FCO (Aberdeen Global IF Inc) (99%)
- MIN (MFS Intermediate Income Trust) (99%)
- GDO (Western Asset Global Corporate Defined Opportunity Closed Fund) (41%)
- PDI (PIMCO Dynamic Income Fund) (40%)
- BWG (Brandywineglobal Global Income Opportunities Fund Inc) (40%)
Latest Articles Related to CHOIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
