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INB: Cohen & Steers Global Income Builder Inc (CEF)
Basic Info
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/27/2007 |
| Last Dividend Date: | 12/03/2019 |
| 12-Mo. Yield | 6.54% |
| Expenses | - |
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Performance Analytics (As of 03/30/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/27/2007 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 58516.6 | 718.2 | 248.3 | 97.0 | 71.1 | 54544.8 | 22.8 | -24.6 | 18.5 | 0.1 | -10.6 | 13.3 | 21.5 | 23.3 | -7.4 | 4.8 | 67.0 | -47.0 | -9.9 |
| Sharpe Ratio | NA | 85.94 | 1.92 | 0.86 | 0.48 | 0.37 | NA | 1.73 | -1.64 | 1.7 | -0.01 | -0.67 | 0.89 | 1.37 | 1.49 | -0.3 | 0.2 | 1.74 | -0.81 | -0.95 |
| Draw Down(%) | NA | 5.8 | 30.6 | 30.6 | 30.6 | 71.2 | 0.0 | 5.8 | 30.6 | 5.4 | 16.7 | 20.0 | 14.1 | 13.4 | 13.8 | 24.0 | 21.0 | 43.8 | 66.8 | 20.1 |
| Standard Deviation(%) | NA | 680.9 | 374.2 | 286.7 | 201.7 | 180.1 | 1826.9 | 12.5 | 15.8 | 10.6 | 16.8 | 15.9 | 15.0 | 15.6 | 15.7 | 24.6 | 23.8 | 38.5 | 59.0 | 25.4 |
| Treynor Ratio | NA | -5.18 | -0.09 | -0.05 | -0.04 | -0.06 | -1682720255.6 | 0.29 | -0.33 | 0.24 | 0.0 | -0.13 | 0.18 | 0.26 | 0.36 | -0.09 | 0.06 | 0.65 | -0.53 | -1.17 |
| Alpha | NA | 244.29 | 75.41 | 44.62 | 22.34 | 17.42 | 1773.62 | 0.02 | -0.06 | 0.0 | -0.01 | -0.03 | 0.07 | 0.03 | 0.04 | 0.02 | -0.01 | 0.09 | -0.01 | -0.11 |
| Beta | NA | -112.97 | -83.47 | -53.84 | -24.31 | -11.45 | -52.99 | 0.75 | 0.78 | 0.74 | 0.82 | 0.83 | 0.76 | 0.82 | 0.64 | 0.84 | 0.84 | 1.03 | 0.9 | 0.21 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.39 | 0.46 | 0.25 | 0.66 | 0.64 | 0.3 | 0.41 | 0.43 | 0.81 | 0.57 | 0.61 | 0.45 | 0.04 |
| Yield(%) | N/A | 6.5 | 8.0 | 6.9 | 8.8 | N/A | 0.0 | 9.8 | 8.3 | 9.6 | 9.7 | 9.7 | 9.9 | 10.5 | 11.9 | 9.8 | 9.7 | 14.4 | 11.5 | 3.4 |
| Dividend Growth(%) | N/A | -30.9 | -29.0 | -25.7 | N/A | N/A | -100.0 | -10.1 | 0.0 | -10.1 | -17.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -8.2 | -40.2 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/27/2007
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See WORLD STOCK Asset Class Trend Rankings |
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