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PINRX: DIVERSIFIED INTERNATIONAL FUND R-3 (MUTUAL FUND)
Basic Info 17.49 0.66(3.64%) June 05
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (40%) |
| Start Date: | 12/21/2000 |
| Last Dividend Date: | 12/29/2025 |
| 12-Mo. Yield | 2.27% |
| Expenses | 0.78% |
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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 | Since 06/25/2003 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.6 | 3.4 | 17.0 | 14.9 | 3.7 | 7.0 | 5.5 | 4.3 | 7.0 | 32.0 | 4.3 | 17.2 | -20.3 | -0.8 | 16.9 | 22.3 | -17.8 | 28.0 | -0.3 | -0.9 | -3.6 | 18.1 | 17.6 | -11.7 | 12.9 | 26.7 | -46.5 | 15.4 | 26.8 | 23.4 | 19.5 | 33.3 | -16.8 | -24.8 | 4.8 |
| Sharpe Ratio | NA | 0.29 | 0.94 | 0.79 | 0.07 | 0.32 | NA | NA | 0.19 | 1.89 | 0.05 | 1.12 | -1.08 | -0.05 | 0.6 | 2.04 | -1.32 | 3.43 | -0.03 | -0.06 | -0.31 | 1.44 | 1.15 | -0.45 | 0.58 | 0.93 | -1.16 | 0.61 | 1.51 | 2.04 | 1.45 | 2.4 | -0.97 | -1.55 | NA |
| Draw Down(%) | NA | 10.7 | 10.7 | 14.1 | 37.0 | 37.0 | NA | NA | 62.9 | 14.1 | 9.5 | 10.7 | 29.6 | 14.5 | 33.8 | 7.5 | 26.0 | 2.8 | 11.9 | 15.1 | 12.3 | 11.2 | 14.3 | 24.9 | 18.4 | 26.9 | 56.3 | 14.1 | 18.6 | 7.5 | 11.1 | 14.9 | 26.8 | 36.5 | NA |
| Standard Deviation(%) | NA | 19.7 | 15.2 | 14.8 | 16.3 | 16.5 | NA | NA | 18.9 | 15.5 | 13.2 | 12.2 | 20.2 | 16.7 | 27.8 | 10.2 | 14.5 | 8.0 | 16.9 | 14.8 | 11.6 | 12.5 | 15.3 | 26.3 | 22.0 | 28.6 | 40.7 | 20.1 | 15.6 | 10.4 | 12.8 | 13.6 | 18.6 | 17.8 | NA |
| Treynor Ratio | NA | 0.05 | 0.14 | 0.12 | 0.01 | 0.06 | NA | NA | 0.04 | 0.29 | 0.01 | 0.15 | -0.24 | -0.01 | 0.22 | 0.22 | -0.18 | 0.27 | -0.01 | -0.01 | -0.04 | 0.19 | 0.2 | -0.12 | 0.13 | 0.29 | -0.49 | 0.12 | 0.23 | 0.25 | 0.23 | 0.36 | -0.2 | -0.28 | NA |
| Alpha | NA | -0.04 | -0.02 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.04 | -0.05 | 0.04 | 0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | -0.04 | 0.01 | 0.01 | 0.04 | 0.01 | 0.0 | -0.02 | -0.02 | NA |
| Beta | NA | 1.07 | 1.02 | 1.01 | 0.97 | 0.91 | NA | NA | 0.94 | 0.99 | 1.03 | 0.92 | 0.92 | 1.03 | 0.74 | 0.94 | 1.05 | 1.01 | 0.92 | 0.94 | 0.9 | 0.96 | 0.88 | 0.95 | 1.01 | 0.93 | 0.96 | 1.07 | 1.03 | 0.84 | 0.81 | 0.91 | 0.91 | 0.99 | NA |
| RSquared | NA | 0.92 | 0.91 | 0.93 | 0.88 | 0.78 | NA | NA | 0.86 | 0.94 | 0.93 | 0.95 | 0.96 | 0.64 | 0.52 | 0.95 | 0.94 | 0.88 | 0.92 | 0.96 | 0.77 | 0.95 | 0.91 | 0.97 | 0.94 | 0.88 | 0.94 | 0.8 | 0.78 | 0.69 | 0.76 | 0.89 | 0.94 | 0.93 | NA |
| Yield(%) | N/A | 0.0 | 2.3 | 3.4 | 2.2 | 2.8 | 2.4 | 2.8 | N/A | 4.1 | 3.6 | 2.4 | 0.4 | 3.2 | 0.8 | 2.0 | 4.9 | 1.6 | 1.0 | 0.9 | 0.9 | 1.6 | 1.8 | 0.9 | 1.2 | 1.6 | 1.1 | 14.8 | 11.3 | 4.8 | 2.9 | 0.7 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -48.1 | 105.6 | 41.2 | -30.1 | N/A | N/A | N/A | 15.5 | 68.2 | 418.5 | -88.7 | 381.8 | -54.2 | -68.7 | 298.7 | 50.4 | 16.2 | -8.3 | -35.7 | 4.3 | 73.1 | -15.5 | -5.2 | -24.7 | -92.5 | 47.7 | 187.8 | 91.3 | 462.2 | N/A | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/2003
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