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
TFCIX: THIRD AVENUE FOCUSED CREDIT FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/31/2009 |
| Last Dividend Date: | 03/27/2018 |
| 12-Mo. Yield | 38.64% |
| Expenses | 0.92% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/21/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 08/31/2009 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -63.5 | -37.1 | -26.1 | -11.4 | -58.9 | -23.1 | 1.3 | -30.1 | -6.0 | 16.8 | 17.2 | -4.6 | 15.6 | 5.0 |
| Sharpe Ratio | NA | -0.81 | -0.79 | -0.72 | -0.42 | -0.77 | -1.42 | 0.08 | -3.97 | -1.22 | 4.32 | 4.28 | -0.63 | 4.25 | 5.58 |
| Draw Down(%) | NA | 63.5 | 75.1 | 81.2 | 81.2 | 59.3 | 25.0 | 12.7 | 30.2 | 16.2 | 5.0 | 3.2 | 16.3 | 4.2 | 1.0 |
| Standard Deviation(%) | NA | 79.9 | 47.5 | 36.9 | 27.7 | 93.2 | 16.8 | 13.3 | 7.6 | 4.9 | 3.9 | 4.0 | 7.3 | 3.7 | 2.8 |
| Treynor Ratio | NA | 0.34 | -6.87 | -1.22 | -0.23 | 0.39 | 0.33 | 0.02 | -0.52 | -0.1 | 0.27 | 0.27 | -0.04 | 0.3 | 1.17 |
| Alpha | NA | -0.3 | -0.15 | -0.1 | -0.05 | -0.36 | -0.08 | -0.02 | -0.14 | -0.04 | 0.05 | 0.03 | -0.05 | 0.03 | 0.04 |
| Beta | NA | -1.88 | 0.05 | 0.22 | 0.51 | -1.85 | -0.72 | 0.59 | 0.57 | 0.63 | 0.62 | 0.64 | 1.1 | 0.52 | 0.13 |
| RSquared | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.05 | 0.09 | 0.2 | 0.26 | 0.25 | 0.64 | 0.4 | 0.02 |
| Yield(%) | N/A | 38.6 | 20.2 | 12.1 | N/A | 20.4 | 59.9 | 25.9 | 13.7 | 8.3 | 8.2 | 7.7 | 11.0 | 8.2 | 0.0 |
| Dividend Growth(%) | N/A | -81.0 | 112.7 | N/A | N/A | -90.6 | 68.0 | 8.9 | 42.0 | 9.1 | 16.0 | -40.5 | 43.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2009
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 High Yield Bond Asset Class Trend Rankings |
Top Rated Funds in High Yield Bond
Best Mutual Funds
- MHITX (MFS HIGH INCOME FUND A) (100%)
- VWEHX (VANGUARD HIGH-YIELD CORPORATE FUND INVESTOR SHARES) (95%)
- FHYTX (FEDERATED HIGH YIELD TRUST SERVICE SHARES) (95%)
- TAHYX (PIONEER HIGH YIELD FUND PIONEER HIGH YIELD FUND: CLASS A) (94%)
- PRHYX (T. Rowe Price High Yield Fd In) (94%)
- RYHGX (HIGH YIELD STRATEGY FUND CLASS H) (93%)
- FYAIX (ACCESS FLEX HIGH YIELD FUND ACCESS FLEX HIGH YIELD FUND INVESTOR CLASS) (93%)
- PHYTX (HIGH YIELD FUND INSTITUTIONAL CLASS) (92%)
- PHAYX (Putnam High Yield Advantage Y) (92%)
- LZHYX (Lazard US Corporate Income Portfolio Institutional Shares) (92%)
Best ETFs
- HYG (iShares iBoxx $ High Yield Corporate Bond ETF) (94%)
- PHB (Invesco Fundamental High Yield Corporate Bond ETF) (93%)
- JNK (SPDR Bloomberg High Yield Bond ETF) (93%)
- HYS (PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund) (29%)
- SJNK (SPDR Bloomberg Short Term High Yield Bond ETF) (29%)
- ANGL (VanEck Fallen Angel High Yield Bond ETF) (28%)
Best Closed End Funds
- HYT (BlackRock Corporate High Yield Fund) (100%)
- DSU (BlackRock Debt Strategies Closed Fund) (99%)
- BLW (BlackRock Limited Duration Income Trust) (99%)
- DHY (Credit Suisse High Yield Bond Fund) (99%)
- CIK (Credit Suisse Asset Management IF) (99%)
- DHF (BNY Mellon High Yield Strategies Fund) (98%)
- EAD (Allspring Income Opportunities Fund) (98%)
- HYI (Western Asset High Yield Defined Opportunity Fund) (98%)
- MCI (Barings Corporate Investors) (97%)
- MPV (Barings Participation Investors (the Trust)) (97%)
Latest Articles Related to TFCIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
