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MIOPX: INTERNATIONAL OPPORTUNITY PORTFOLIO CLASS A (MUTUAL FUND)
Basic Info 33.25 0(0.0%) June 05
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 04/01/2010 |
| Last Dividend Date: | 12/16/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.92% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 7.5 | 5.9 | 13.7 | -2.4 | 9.9 | 8.3 | 9.5 | 12.3 | 18.9 | 20.7 | -44.0 | -5.5 | 55.1 | 34.8 | -12.4 | 53.0 | -1.0 | 11.0 | 2.7 | 26.1 | 9.5 | -10.3 | 19.8 |
| Sharpe Ratio | NA | 0.62 | 0.17 | 0.56 | -0.2 | 0.37 | NA | 0.41 | 0.5 | 0.96 | 0.92 | -1.13 | -0.26 | 1.9 | 2.39 | -0.78 | 6.04 | -0.07 | 0.68 | 0.2 | 2.44 | 0.61 | -0.41 | 1.45 |
| Draw Down(%) | NA | 16.5 | 18.6 | 19.5 | 56.9 | 61.1 | NA | 61.1 | 17.0 | 8.4 | 19.5 | 51.5 | 23.4 | 28.3 | 8.3 | 26.0 | 3.3 | 14.4 | 14.8 | 10.9 | 7.2 | 15.8 | 29.1 | 14.0 |
| Standard Deviation(%) | NA | 25.3 | 19.7 | 18.8 | 24.7 | 22.0 | NA | 20.3 | 18.9 | 16.0 | 18.7 | 40.1 | 20.9 | 28.7 | 13.9 | 17.7 | 8.7 | 16.3 | 16.1 | 13.6 | 10.7 | 15.5 | 25.4 | 18.6 |
| Treynor Ratio | NA | 0.16 | 0.03 | 0.11 | -0.05 | 0.08 | NA | 0.09 | 0.11 | 0.17 | 0.17 | -0.39 | -0.06 | 0.61 | 0.38 | -0.16 | 0.7 | -0.01 | 0.12 | 0.03 | 0.37 | 0.12 | -0.12 | 0.36 |
| Alpha | NA | 0.06 | 0.0 | 0.01 | -0.01 | 0.0 | NA | 0.01 | -0.02 | 0.04 | 0.02 | -0.05 | -0.02 | 0.01 | 0.02 | -0.01 | 0.06 | -0.01 | 0.04 | 0.03 | 0.03 | -0.02 | 0.01 | 0.05 |
| Beta | NA | 1.01 | 0.97 | 0.94 | 1.05 | 0.98 | NA | 0.93 | 0.9 | 0.92 | 1.02 | 1.18 | 0.94 | 0.9 | 0.87 | 0.88 | 0.75 | 0.84 | 0.89 | 0.9 | 0.7 | 0.8 | 0.84 | 0.75 |
| RSquared | NA | 0.81 | 0.83 | 0.88 | 0.9 | 0.88 | NA | 0.86 | 0.93 | 0.87 | 0.91 | 0.95 | 0.79 | 0.93 | 0.82 | 0.85 | 0.61 | 0.82 | 0.78 | 0.68 | 0.77 | 0.79 | 0.89 | 0.84 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 0.0 | 0.0 | 0.0 | 4.9 | 2.0 | 0.4 | 0.0 | 0.2 | 2.5 | 0.0 | 3.3 | 2.1 | 2.8 | 0.4 | 4.4 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 123.3 | 720.0 | N/A | -100.0 | -86.9 | N/A | -100.0 | 55.9 | -9.1 | 641.9 | -91.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2010
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