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
TFRBX: Templeton Foreign B (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/26/1999 |
| Last Dividend Date: | 12/16/2011 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.92% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/12/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/26/1999 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 26.3 | 8.7 | 0.3 | 6.5 | 4.3 | 2.3 | 17.8 | -13.5 | 7.8 | 48.3 | -46.6 | 16.0 | 19.0 | 9.9 | 17.3 | 29.5 | -9.3 | -8.5 | -4.4 | 10.1 |
| Sharpe Ratio | NA | 1.75 | 0.41 | 0.01 | 0.26 | 0.15 | 0.56 | 0.96 | -0.48 | 0.4 | 1.7 | -1.22 | 0.84 | 1.44 | 0.97 | 1.5 | 2.4 | -0.75 | -0.78 | -0.79 | 3.25 |
| Draw Down(%) | NA | 9.3 | 29.2 | 53.8 | 60.0 | 60.0 | 5.3 | 20.1 | 28.8 | 19.1 | 26.2 | 56.0 | 13.6 | 13.2 | 6.8 | 10.6 | 15.3 | 23.3 | 24.1 | 14.1 | 6.4 |
| Standard Deviation(%) | NA | 15.1 | 21.1 | 27.3 | 21.2 | 19.3 | 9.4 | 18.7 | 28.3 | 19.6 | 28.4 | 38.9 | 15.6 | 11.0 | 7.9 | 10.9 | 12.0 | 13.9 | 14.2 | 10.6 | 8.8 |
| Treynor Ratio | NA | 0.31 | 0.09 | 0.0 | 0.06 | 0.03 | 0.13 | 0.17 | -0.13 | 0.09 | 0.53 | -0.55 | 0.18 | 0.23 | 0.13 | 0.2 | 0.39 | -0.17 | -0.19 | -0.11 | 0.42 |
| Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | 0.05 | -0.06 | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.07 |
| Beta | NA | 0.83 | 0.95 | 0.91 | 0.87 | 0.83 | 0.4 | 1.03 | 1.01 | 0.86 | 0.9 | 0.86 | 0.73 | 0.68 | 0.61 | 0.82 | 0.75 | 0.61 | 0.58 | 0.74 | 0.67 |
| RSquared | NA | 0.67 | 0.87 | 0.88 | 0.85 | 0.83 | 0.32 | 0.86 | 0.94 | 0.9 | 0.86 | 0.87 | 0.77 | 0.81 | 0.67 | 0.9 | 0.9 | 0.76 | 0.63 | 0.72 | 0.61 |
| Yield(%) | N/A | 0.0 | 0.7 | 4.5 | 9.1 | N/A | 0.0 | 0.0 | 1.0 | 0.9 | 1.1 | 18.3 | 24.5 | 10.8 | 6.5 | 1.6 | 1.6 | 0.9 | 1.8 | 3.3 | 3.7 |
| Dividend Growth(%) | N/A | -100.0 | -97.7 | -58.5 | N/A | N/A | N/A | -100.0 | 9.8 | 24.5 | -97.8 | -32.8 | 139.3 | 75.7 | 371.3 | 23.7 | 57.0 | -54.7 | -49.5 | -4.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/26/1999
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 Value Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Value
Best Mutual Funds
- SSAIX (SSGA INTERNATIONAL STOCK SELECTION FUND CLASS N) (100%)
- VTRIX (VANGUARD INTERNATIONAL VALUE FUND INVESTOR SHARES) (99%)
- AAIPX (AMERICAN BEACON INTERNATIONAL EQUITY FUND INVESTOR CLASS) (98%)
- ICEUX (MAINSTAY EPOCH INTERNATIONAL CHOICE FUND CLASS I) (98%)
- TIVFX (THE TOCQUEVILLE INTERNATIONAL VALUE FUND THE TOCQUEVILLE INTERNATIONAL VALUE FUND) (97%)
- MYITX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND CLASS A) (95%)
- MYIIX (Mainstay 130/30 International Fund Class) (94%)
- MYINX (MAINSTAY INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS) (93%)
- GIEAX (GMO INTERNATIONAL EQUITY ALLOCATION FUND CLASS III) (90%)
- GTMIX (GMO TAX-MANAGED INTERNATIONAL EQUITIES FUND CLASS III) (90%)
Best ETFs
- EFV (iShares MSCI EAFE Value ETF) (99%)
- DWM (WisdomTree International Equity Fund) (96%)
- DTH (WisdomTree International High Dividend Fund) (96%)
- DOL (WisdomTree International LargeCap Dividend Fund) (93%)
- DWX (SPDR S&P International Dividend ETF) (92%)
- IDV (iShares International Select Dividend ETF) (91%)
- PXF (Invesco FTSE RAFI Developed Markets ex-U.S. ETF) (91%)
- FNDF (Schwab Fundamental International Equity ETF) (2%)
Latest Articles Related to TFRBX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
