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RIMAX: FEDERATED INTERCONTINENTAL FUND CLASS A SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/04/1999 |
| Last Dividend Date: | 12/28/2016 |
| 12-Mo. Yield | 1.76% |
| Expenses | 1.49% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/04/1999 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -8.5 | -3.9 | 0.4 | 5.5 | 2.1 | -7.0 | -5.2 | -1.2 | -10.2 | 10.7 | 21.2 | -16.2 | 16.7 | 34.7 | -47.6 | 20.7 | 33.3 | 21.1 | 21.1 | 38.0 | -10.8 | -20.6 | -20.9 | 10.1 |
| Sharpe Ratio | NA | -0.31 | -0.28 | -0.04 | -0.09 | NA | 0.05 | -0.37 | -0.3 | -0.07 | -0.83 | 0.79 | 1.25 | -0.55 | 0.73 | 1.22 | -1.12 | 0.86 | 1.97 | 1.72 | 1.33 | 3.71 | -0.78 | -1.38 | -1.47 | 5.05 |
| Draw Down(%) | NA | 23.5 | 24.7 | 26.1 | 64.2 | NA | 64.2 | 23.5 | 14.5 | 17.9 | 16.4 | 11.9 | 15.6 | 30.7 | 18.2 | 26.6 | 58.7 | 15.9 | 19.4 | 9.9 | 17.0 | 10.8 | 26.4 | 33.0 | 24.6 | 5.8 |
| Standard Deviation(%) | NA | 32.1 | 26.1 | 24.9 | 30.5 | NA | 21.2 | 29.8 | 17.7 | 16.4 | 12.3 | 13.4 | 17.0 | 29.7 | 22.9 | 28.4 | 43.1 | 20.5 | 15.3 | 11.0 | 15.1 | 10.0 | 15.2 | 16.9 | 16.9 | 16.4 |
| Treynor Ratio | NA | -0.1 | -0.08 | -0.01 | -0.03 | NA | 0.01 | -0.1 | -0.06 | -0.01 | -0.1 | 0.11 | 0.22 | -0.15 | 0.16 | 0.36 | -0.48 | 0.17 | 0.3 | 0.22 | 0.22 | 0.72 | -0.19 | -0.29 | -0.28 | 2.02 |
| Alpha | NA | -0.12 | -0.06 | -0.06 | -0.05 | NA | -0.01 | -0.13 | -0.03 | 0.01 | -0.02 | -0.03 | 0.01 | -0.01 | 0.03 | 0.02 | -0.04 | 0.03 | 0.03 | 0.03 | 0.01 | 0.06 | -0.01 | -0.02 | -0.04 | 0.12 |
| Beta | NA | 0.98 | 0.97 | 0.98 | 1.01 | NA | 0.95 | 1.05 | 0.97 | 0.93 | 1.03 | 0.97 | 0.98 | 1.06 | 1.05 | 0.96 | 1.01 | 1.07 | 1.0 | 0.88 | 0.91 | 0.52 | 0.63 | 0.81 | 0.89 | 0.41 |
| RSquared | NA | 0.1 | 0.37 | 0.38 | 0.67 | NA | 0.78 | 0.1 | 0.93 | 0.76 | 0.88 | 0.86 | 0.92 | 0.95 | 0.94 | 0.93 | 0.93 | 0.77 | 0.78 | 0.67 | 0.67 | 0.53 | 0.66 | 0.69 | 0.6 | 0.08 |
| Yield(%) | N/A | 1.8 | 1.2 | 1.4 | 1.5 | 3.2 | N/A | 0.0 | 1.7 | 1.9 | 0.4 | 1.3 | 1.3 | 0.9 | 0.7 | 2.9 | 2.9 | 4.9 | 2.7 | 0.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -12.5 | 15.7 | -51.8 | N/A | N/A | N/A | -100.0 | -12.5 | 359.0 | -69.2 | 21.5 | 12.6 | 57.8 | -68.9 | -48.2 | -34.0 | 132.5 | 330.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/1999
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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