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
INLBX: Morgan Stanley International B (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/20/1999 |
| Last Dividend Date: | 12/23/2010 |
| 12-Mo. Yield | 0.00% |
| Expenses | 2.33% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/13/2012)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/20/1999 |
2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.9 | -0.4 | -6.0 | 6.2 | 1.6 | 8.3 | -15.8 | 7.6 | 24.8 | -39.5 | 13.8 | 22.5 | 14.1 | 15.9 | 31.0 | -15.0 | -19.0 | -15.7 | 18.4 |
| Sharpe Ratio | NA | 0.63 | -0.02 | -0.23 | 0.23 | 0.0 | 0.56 | -0.61 | 0.35 | 0.91 | -1.07 | 0.59 | 1.25 | 1.14 | 1.08 | 2.13 | -0.84 | -1.44 | -1.37 | 3.28 |
| Draw Down(%) | NA | 16.0 | 27.4 | 55.8 | 58.4 | 58.4 | 16.0 | 26.8 | 19.2 | 27.5 | 50.4 | 13.4 | 17.3 | 7.0 | 10.5 | 14.6 | 24.5 | 27.6 | 19.5 | 3.9 |
| Standard Deviation(%) | NA | 15.7 | 21.6 | 26.9 | 21.8 | 20.3 | 15.5 | 26.2 | 21.3 | 27.1 | 37.7 | 18.3 | 15.4 | 10.4 | 13.8 | 14.2 | 19.1 | 15.1 | 14.4 | 12.6 |
| Treynor Ratio | NA | 0.12 | 0.0 | -0.07 | 0.05 | 0.0 | 0.1 | -0.17 | 0.08 | 0.27 | -0.45 | 0.11 | 0.18 | 0.12 | 0.17 | 0.33 | -0.17 | -0.27 | -0.22 | 0.42 |
| Alpha | NA | -0.03 | -0.03 | -0.05 | -0.03 | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 |
| Beta | NA | 0.85 | 0.94 | 0.92 | 0.93 | 0.92 | 0.85 | 0.94 | 0.98 | 0.92 | 0.89 | 0.99 | 1.1 | 0.97 | 0.88 | 0.92 | 0.93 | 0.79 | 0.89 | 0.98 |
| RSquared | NA | 0.85 | 0.94 | 0.94 | 0.91 | 0.91 | 0.84 | 0.97 | 0.94 | 0.95 | 0.94 | 0.82 | 0.91 | 0.89 | 0.74 | 0.83 | 0.94 | 0.82 | 0.81 | 0.85 |
| Yield(%) | N/A | 0.0 | 0.4 | 0.3 | 0.9 | N/A | 0.0 | 0.0 | 0.2 | 1.3 | 0.0 | 0.8 | 0.9 | 1.5 | 0.4 | 0.7 | 0.0 | 0.0 | 4.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -28.4 | -24.0 | N/A | N/A | N/A | -100.0 | -79.7 | N/A | -100.0 | -4.5 | -26.2 | 302.7 | -17.8 | N/A | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/1999
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 Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
- BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (98%)
- CWI (SPDR MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets ETF) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock ETF) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (27%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (27%)
