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
TRFYX: TOUCHSTONE GLOBAL REAL ESTATE FUND CLASS Y (MUTUAL FUND)
Basic Info
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/02/2009 |
| Last Dividend Date: | 12/29/2015 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.14% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 01/24/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/02/2009 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 10.7 | 5.1 | 7.4 | 8.8 | 0.0 | 5.1 | -3.1 | 14.0 | 2.5 | 27.5 | -5.3 | 19.7 | 7.9 |
| Sharpe Ratio | NA | 1.71 | 0.63 | 0.75 | 0.58 | 0.0 | 0.68 | -0.31 | 2.19 | 0.21 | 2.21 | -0.21 | 0.9 | 1.71 |
| Draw Down(%) | NA | 3.9 | 15.2 | 15.9 | 23.5 | 0.0 | 7.2 | 13.2 | 6.4 | 15.9 | 9.7 | 23.5 | 13.5 | 7.3 |
| Standard Deviation(%) | NA | 6.1 | 8.0 | 9.7 | 15.2 | NA | 7.1 | 10.1 | 6.4 | 11.5 | 12.5 | 25.2 | 21.7 | 21.1 |
| Treynor Ratio | NA | 0.67 | 0.13 | 0.15 | 0.13 | NA | 0.24 | -0.06 | 0.31 | 0.04 | 0.39 | -0.06 | 0.22 | 0.44 |
| Alpha | NA | 0.03 | 0.02 | 0.01 | 0.02 | 0.0 | 0.02 | -0.01 | 0.04 | 0.0 | 0.0 | 0.03 | 0.0 | 0.1 |
| Beta | NA | 0.16 | 0.37 | 0.49 | 0.7 | 0.0 | 0.2 | 0.55 | 0.45 | 0.63 | 0.71 | 0.87 | 0.87 | 0.82 |
| RSquared | NA | 0.18 | 0.49 | 0.56 | 0.73 | 0.0 | 0.25 | 0.75 | 0.6 | 0.67 | 0.72 | 0.88 | 0.84 | 0.87 |
| Yield(%) | N/A | 0.0 | 3.5 | 7.4 | N/A | 0.0 | 0.0 | 3.3 | 7.2 | 19.2 | 4.8 | 5.5 | 10.1 | 1.3 |
| Dividend Growth(%) | N/A | -100.0 | -68.8 | N/A | N/A | N/A | -100.0 | -50.4 | -69.3 | 386.5 | -22.8 | -40.3 | 713.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2009
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 Global Real Estate Asset Class Trend Rankings |
Top Rated Funds in Global Real Estate
Best Mutual Funds
- RRESX (GLOBAL REAL ESTATE SECURITIES FUND CLASS S) (95%)
- IRGIX (VY(R) CLARION GLOBAL REAL ESTATE PORTFOLIO CLASS I) (94%)
- IGREX (INVESCO GLOBAL REAL ESTATE FUND CLASS R5) (93%)
- PURZX (PRUDENTIAL GLOBAL REAL ESTATE FUND CLASS Z) (92%)
- ARIIX (AB GLOBAL REAL ESTATE INVESTMENT FUND II CLASS I) (91%)
- TAREX (THIRD AVENUE REAL ESTATE VALUE FUND INSTITUTIONAL CLASS) (90%)
- AEEIX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. CLASS I) (89%)
- ARSYX (AB GLOBAL REAL ESTATE INVESTMENT FUND INC. ADVISOR CLASS) (88%)
- IRFIX (COHEN & STEERS INTERNATIONAL REALTY FUND INC. CLASS I) (86%)
- CSSPX (COHEN & STEERS GLOBAL REALTY SHARES INC. CLASS I) (85%)
Best ETFs
- RWX (SPDR Dow Jones International Real Estate ETF) (98%)
- IFGL (iShares International Developed Real Estate ETF) (97%)
- RWO (SPDR Dow Jones Global Real Estate ETF) (96%)
- VNQI (Vanguard Global ex-U.S. Real Estate ETF) (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) (99%)
Latest Articles Related to TRFYX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
