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
RIFEX: INTERNATIONAL DEVELOPED MARKETS FUND CLASS E (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/21/1999 |
| Last Dividend Date: | 12/18/2019 |
| 12-Mo. Yield | 2.61% |
| Expenses | 1.22% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/09/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/21/1999 |
2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | -8.6 | -1.8 | 0.9 | 4.0 | 3.1 | 2.1 | 2.8 | -14.9 | 19.6 | -15.6 | 24.6 | 2.1 | -0.9 | -5.7 | 21.6 | 17.5 | -14.0 | 8.1 | 29.3 | -44.7 | 12.6 | 25.4 | 14.5 | 17.1 | 38.6 | -15.7 | -22.0 | -11.6 | 19.6 |
| Sharpe Ratio | NA | -0.32 | -0.16 | 0.0 | 0.2 | NA | NA | 0.08 | -0.69 | 1.83 | -1.4 | 3.09 | 0.11 | -0.06 | -0.51 | 1.83 | 1.08 | -0.51 | 0.36 | 1.05 | -1.13 | 0.55 | 1.51 | 1.21 | 1.21 | 2.44 | -0.89 | -1.49 | -1.04 | 3.84 |
| Draw Down(%) | NA | 36.8 | 40.0 | 40.0 | 40.0 | NA | NA | 61.6 | 36.8 | 8.4 | 22.9 | 2.1 | 13.1 | 15.5 | 13.4 | 8.8 | 16.7 | 26.9 | 19.1 | 27.8 | 54.8 | 12.5 | 16.4 | 7.1 | 10.9 | 16.0 | 28.1 | 32.6 | 18.4 | 4.9 |
| Standard Deviation(%) | NA | 28.9 | 18.8 | 17.6 | 17.6 | NA | NA | 19.3 | 39.1 | 9.9 | 12.2 | 7.8 | 18.0 | 15.1 | 11.1 | 11.7 | 16.3 | 27.3 | 22.1 | 27.9 | 40.2 | 17.4 | 14.7 | 10.1 | 13.3 | 15.5 | 18.9 | 16.7 | 15.1 | 11.7 |
| Treynor Ratio | NA | -0.13 | -0.04 | 0.0 | 0.04 | NA | NA | 0.02 | -0.37 | 0.2 | -0.19 | 0.25 | 0.02 | -0.01 | -0.06 | 0.25 | 0.18 | -0.14 | 0.08 | 0.31 | -0.51 | 0.1 | 0.21 | 0.13 | 0.19 | 0.37 | -0.18 | -0.27 | -0.16 | 0.51 |
| Alpha | NA | -0.02 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.05 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.04 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.01 | 0.02 |
| Beta | NA | 0.75 | 0.79 | 0.84 | 0.91 | NA | NA | 0.93 | 0.73 | 0.92 | 0.88 | 0.95 | 0.96 | 0.96 | 0.92 | 0.87 | 0.96 | 0.99 | 1.02 | 0.95 | 0.89 | 0.96 | 1.05 | 0.92 | 0.83 | 1.03 | 0.94 | 0.94 | 0.97 | 0.88 |
| RSquared | NA | 0.45 | 0.55 | 0.65 | 0.8 | NA | NA | 0.85 | 0.42 | 0.96 | 0.93 | 0.81 | 0.88 | 0.96 | 0.87 | 0.89 | 0.96 | 0.98 | 0.95 | 0.96 | 0.82 | 0.86 | 0.91 | 0.87 | 0.73 | 0.86 | 0.97 | 0.95 | 0.89 | 0.79 |
| Yield(%) | N/A | 2.6 | 3.6 | 2.9 | 2.8 | 4.5 | 3.3 | N/A | 0.0 | 2.9 | 6.4 | 1.5 | 2.1 | 0.9 | 1.4 | 2.2 | 2.0 | 1.3 | 1.4 | 4.0 | 1.5 | 19.9 | 14.6 | 1.8 | 2.0 | 3.0 | 1.6 | 0.1 | 7.2 | 5.8 |
| Dividend Growth(%) | N/A | -64.7 | 165.4 | 95.0 | -65.0 | N/A | N/A | N/A | -100.0 | -64.7 | 438.1 | -29.7 | 126.3 | -41.0 | -23.8 | 23.3 | 31.2 | -1.8 | -55.5 | 53.2 | -93.2 | 46.6 | 857.1 | 0.0 | -9.0 | 55.4 | 1011.6 | -98.7 | 42.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/1999
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%)
Best Closed End Funds
* Day change on 07/09/2020.Latest Articles Related to RIFEX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
