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
MSOLX: INTERNATIONAL REAL ESTATE PORTFOLIO CLASS L (MUTUAL FUND)
Basic Info
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/01/2012 |
| Last Dividend Date: | 12/16/2019 |
| 12-Mo. Yield | 0.37% |
| Expenses | 1.85% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/01/2012 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -39.0 | -14.2 | -7.4 | -2.0 | -44.0 | 16.9 | -8.9 | 18.1 | -2.2 | -4.1 | 0.8 | 4.7 | 21.6 |
| Sharpe Ratio | NA | -0.94 | -0.62 | -0.43 | -0.13 | -1.18 | 1.56 | -0.87 | 2.37 | -0.14 | -0.28 | 0.07 | 0.31 | 2.27 |
| Draw Down(%) | NA | 44.7 | 44.7 | 44.7 | 44.7 | 44.7 | 9.6 | 14.8 | 4.9 | 12.0 | 14.6 | 10.4 | 18.0 | 10.2 |
| Standard Deviation(%) | NA | 41.5 | 25.5 | 22.0 | 19.0 | 53.0 | 10.0 | 11.8 | 7.4 | 17.4 | 14.6 | 10.6 | 15.2 | 15.0 |
| Treynor Ratio | NA | -0.42 | -0.17 | -0.1 | -0.03 | -0.68 | 0.16 | -0.12 | 0.22 | -0.03 | -0.05 | 0.01 | 0.05 | 0.37 |
| Alpha | NA | -0.12 | -0.05 | -0.03 | -0.02 | -0.21 | -0.01 | -0.01 | 0.02 | -0.01 | -0.01 | -0.01 | 0.0 | 0.03 |
| Beta | NA | 0.93 | 0.92 | 0.91 | 0.9 | 0.92 | 0.96 | 0.87 | 0.8 | 0.92 | 0.85 | 0.81 | 0.89 | 0.92 |
| RSquared | NA | 0.51 | 0.53 | 0.6 | 0.64 | 0.5 | 0.67 | 0.77 | 0.69 | 0.87 | 0.84 | 0.71 | 0.78 | 0.81 |
| Yield(%) | N/A | 0.4 | 2.2 | 2.7 | N/A | 0.0 | 0.4 | 3.5 | 7.0 | 4.2 | 1.5 | 1.6 | 5.7 | 4.3 |
| Dividend Growth(%) | N/A | -76.5 | -38.0 | N/A | N/A | -100.0 | -90.1 | -44.2 | 59.0 | 165.1 | -10.0 | -72.5 | 57.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2012
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 Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
Best Mutual Funds
- RRESX (GLOBAL REAL ESTATE SECURITIES FUND CLASS S) (95%)
- IRGIX (VY(R) CLARION GLOBAL REAL ESTATE PORTFOLIO CLASS I) (94%)
- IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) (93%)
- PURZX (PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS Z) (92%)
- ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) (91%)
- TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) (90%)
- AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) (89%)
- ARSYX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. ADVISOR CLASS) (88%)
- IRFIX (COHEN & STEERS INTERNATIONAL REALTY FUND INC. CLASS I) (86%)
- CSSPX (COHEN & STEERS GLOBAL REALTY SHARES INC. CLASS I) (85%)
Best ETFs
- RWX (SPDR Dow Jones International Real Estate ETF) (98%)
- IFGL (iShares International Developed Real Estate ETF) (97%)
- RWO (SPDR Dow Jones Global Real Estate ETF) (96%)
- VNQI (Vanguard Global ex-U.S. Real Estate ETF) (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) (99%)
Latest Articles Related to MSOLX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
