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
EU: enCore Energy Corp. (ETF)
Basic Info
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/23/2008 |
| Last Dividend Date: | 01/26/2015 |
| 12-Mo. Yield | 3.18% |
| Expenses | 0.36% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 02/11/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/23/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | -3.2 | 2.4 | 0.2 | -1.6 | -4.1 | -2.2 | 3.4 | 14.6 | -6.6 | -6.6 | 3.5 | -10.6 |
| Sharpe Ratio | NA | -0.05 | 0.05 | 0.0 | -0.06 | -0.18 | -0.15 | 0.14 | 0.53 | -0.4 | -0.5 | 0.26 | -1.02 |
| Draw Down(%) | NA | 28.7 | 28.8 | 28.8 | 29.1 | 23.0 | 7.7 | 14.8 | 12.8 | 17.2 | 18.2 | 9.6 | 21.2 |
| Standard Deviation(%) | NA | 66.3 | 47.8 | 45.1 | 29.7 | 177.6 | 14.4 | 23.6 | 27.5 | 16.6 | 13.3 | 13.1 | 17.2 |
| Treynor Ratio | NA | -0.09 | 0.05 | 0.0 | -0.02 | 0.29 | -0.04 | 0.09 | 0.24 | -0.06 | -0.06 | 0.04 | -0.2 |
| Alpha | NA | -0.07 | -0.04 | -0.06 | 0.0 | 0.33 | 0.0 | 0.03 | 0.06 | -0.05 | -0.03 | -0.01 | -0.05 |
| Beta | NA | 0.37 | 0.48 | 0.82 | 0.81 | -1.07 | 0.53 | 0.4 | 0.61 | 1.1 | 1.08 | 0.79 | 0.9 |
| RSquared | NA | 0.0 | 0.0 | 0.02 | 0.06 | 0.0 | 0.04 | 0.02 | 0.02 | 0.26 | 0.6 | 0.48 | 0.52 |
| Yield(%) | N/A | 3.2 | 2.4 | 1.7 | N/A | 0.3 | 3.1 | 1.8 | 2.0 | 1.5 | 0.0 | 0.0 | 2.4 |
| Dividend Growth(%) | N/A | 71.9 | 306.3 | N/A | N/A | -92.6 | 75.9 | -2.5 | 19.0 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/23/2008
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%)
