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MEQAX: INTERNATIONAL VALUE FUND A CLASS (MUTUAL FUND)
Basic Info 12.17 0.24(1.93%) June 05
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (51%) |
| Start Date: | 12/29/1997 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 8.45% |
| Expenses | 1.14% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.2 | 10.4 | 27.1 | 21.6 | 10.3 | 9.0 | 6.2 | 5.2 | 5.5 | 41.6 | 3.7 | 19.5 | -11.6 | 8.4 | 8.9 | 12.2 | -17.3 | 21.0 | 1.4 | -7.3 | -3.6 | 21.5 | 18.1 | -9.2 | 3.5 | 29.7 | -43.4 | 17.1 | 28.5 | 11.1 | 18.3 | 36.6 | -16.8 | -14.8 | -1.4 | 19.6 | -1.1 | 0.5 |
| Sharpe Ratio | NA | 1.44 | 1.8 | 1.3 | 0.5 | 0.43 | NA | NA | 0.21 | 2.6 | 0.01 | 1.14 | -0.67 | 0.63 | 0.28 | 0.98 | -1.4 | 2.4 | 0.05 | -0.43 | -0.31 | 1.66 | 1.04 | -0.32 | 0.15 | 1.08 | -1.08 | 0.8 | 1.88 | 0.83 | 1.39 | 2.35 | -0.98 | -1.17 | -0.46 | 1.46 | -0.28 | 25.99 |
| Draw Down(%) | NA | 9.3 | 9.3 | 12.8 | 29.9 | 42.2 | NA | NA | 60.3 | 12.8 | 9.7 | 9.5 | 28.4 | 10.2 | 33.6 | 10.3 | 25.4 | 2.7 | 14.8 | 19.7 | 13.7 | 9.7 | 17.1 | 26.6 | 20.7 | 28.1 | 54.0 | 12.5 | 13.9 | 7.3 | 11.3 | 17.1 | 26.9 | 27.2 | 11.4 | 9.1 | 27.0 | 0.0 |
| Standard Deviation(%) | NA | 16.4 | 13.6 | 14.2 | 15.4 | 16.9 | NA | NA | 18.6 | 15.0 | 12.8 | 14.0 | 19.7 | 13.4 | 31.0 | 11.0 | 13.4 | 8.5 | 21.2 | 17.0 | 11.6 | 12.9 | 17.5 | 29.0 | 22.7 | 27.5 | 40.8 | 17.4 | 13.4 | 10.6 | 12.4 | 15.2 | 18.4 | 15.0 | 12.3 | 11.1 | 16.3 | 3.1 |
| Treynor Ratio | NA | 0.27 | 0.29 | 0.21 | 0.09 | 0.08 | NA | NA | 0.04 | 0.46 | 0.0 | 0.16 | -0.15 | 0.09 | 0.09 | 0.11 | -0.19 | 0.2 | 0.01 | -0.07 | -0.04 | 0.24 | 0.18 | -0.09 | 0.03 | 0.32 | -0.46 | 0.16 | 0.29 | 0.1 | 0.2 | 0.44 | -0.23 | -0.27 | -0.08 | 0.3 | -0.08 | 4.39 |
| Alpha | NA | 0.0 | 0.01 | 0.03 | 0.01 | 0.0 | NA | NA | 0.0 | 0.05 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | -0.03 | -0.01 | -0.02 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | 0.03 | -0.01 | 0.0 | -0.02 | 0.02 | 0.01 | -0.02 | 0.01 | 0.01 | -0.03 | -0.03 | 0.01 | 0.02 | -0.05 | 0.16 |
| Beta | NA | 0.88 | 0.85 | 0.89 | 0.89 | 0.95 | NA | NA | 0.91 | 0.85 | 0.91 | 1.0 | 0.86 | 0.95 | 0.97 | 0.96 | 0.97 | 1.02 | 1.12 | 1.02 | 0.92 | 0.91 | 1.0 | 1.06 | 1.02 | 0.92 | 0.96 | 0.9 | 0.87 | 0.86 | 0.85 | 0.81 | 0.8 | 0.65 | 0.75 | 0.53 | 0.6 | 0.18 |
| RSquared | NA | 0.84 | 0.78 | 0.81 | 0.84 | 0.87 | NA | NA | 0.86 | 0.79 | 0.81 | 0.84 | 0.89 | 0.9 | 0.92 | 0.92 | 0.9 | 0.75 | 0.91 | 0.89 | 0.8 | 0.83 | 0.91 | 0.96 | 0.93 | 0.96 | 0.97 | 0.91 | 0.86 | 0.73 | 0.73 | 0.66 | 0.74 | 0.73 | 0.58 | 0.44 | 0.62 | 1.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 10.4 | 3.7 | 4.9 | 3.2 | 5.1 | 1.2 | 3.6 | 2.6 | 3.3 | 0.4 | 2.1 | 5.3 | 2.8 | 1.7 | 1.4 | 1.7 | 2.2 | 3.2 | 7.9 | 43.1 | 3.3 | 2.4 | 1.4 | 0.5 | 0.4 | 5.4 | 1.5 | 5.7 | 2.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 181.5 | -14.4 | 31.9 | -35.9 | 358.1 | -63.5 | 7.7 | -5.3 | 657.6 | -81.5 | -62.9 | 119.2 | 92.1 | 11.8 | -19.7 | -1.6 | -61.7 | -56.3 | -85.0 | 1342.2 | 55.7 | 130.0 | 156.4 | -4.9 | -92.8 | 315.2 | -74.7 | 151.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/1997
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