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ETOPX: CAPITAL GROUP EMERGING MARKETS TOTAL OPPORTUNITIES FUND SHARE CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/31/2012 |
| Last Dividend Date: | 12/26/2014 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.10% |
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Performance Analytics (As of 09/01/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 01/31/2012 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.4 | 9.9 | -0.5 | 1.2 | 1.2 | 11.1 | 8.4 | -11.0 | -2.7 | -4.7 | 7.8 |
| Sharpe Ratio | NA | 1.17 | -0.08 | 0.12 | 0.13 | 2.41 | 0.81 | -1.13 | -0.4 | -0.59 | 0.99 |
| Draw Down(%) | NA | 6.6 | 25.1 | 26.0 | 26.0 | 2.9 | 7.7 | 17.2 | 12.2 | 13.4 | 8.8 |
| Standard Deviation(%) | NA | 8.0 | 9.1 | 8.6 | 8.5 | 6.8 | 10.1 | 9.7 | 6.8 | 7.9 | 8.6 |
| Treynor Ratio | NA | 0.18 | -0.01 | 0.02 | 0.02 | 0.28 | 0.16 | -0.22 | -0.06 | -0.09 | 0.2 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | 0.02 |
| Beta | NA | 0.52 | 0.51 | 0.5 | 0.49 | 0.58 | 0.51 | 0.5 | 0.45 | 0.52 | 0.42 |
| RSquared | NA | 0.51 | 0.78 | 0.76 | 0.76 | 0.58 | 0.77 | 0.87 | 0.72 | 0.83 | 0.64 |
| Yield(%) | N/A | 0.0 | 0.3 | 0.6 | N/A | 0.0 | 0.0 | 0.0 | 1.0 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -46.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2012
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
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Best Closed End Funds
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