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TWIEX: INTERNATIONAL GROWTH FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 13.68 0.41(2.91%) June 05
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 12/26/1991 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 3.30% |
| Expenses | 0.13% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.8 | -0.5 | 1.5 | 5.9 | 0.0 | 6.4 | 5.3 | 4.9 | 7.0 | 15.6 | 2.3 | 12.3 | -25.0 | 8.6 | 25.6 | 28.4 | -14.4 | 31.0 | -5.8 | 0.6 | -5.2 | 22.9 | 21.9 | -11.8 | 14.2 | 34.2 | -45.1 | 17.3 | 25.0 | 13.3 | 15.3 | 25.4 | -19.3 | -26.8 | -15.1 | 64.6 | 19.0 | 19.3 | 14.4 | 11.9 | -4.8 | 42.6 | 4.7 | 3.4 |
| Sharpe Ratio | NA | -0.18 | -0.07 | 0.16 | -0.14 | 0.26 | NA | NA | 0.28 | 0.73 | -0.09 | 0.63 | -1.03 | 0.59 | 0.83 | 2.28 | -1.03 | 3.7 | -0.31 | 0.04 | -0.4 | 1.79 | 1.29 | -0.41 | 0.62 | 1.25 | -1.12 | 0.72 | 1.42 | 1.1 | 0.97 | 1.59 | -1.13 | -1.97 | -0.82 | 3.75 | 0.72 | 1.13 | 1.41 | 0.9 | -0.87 | 4.88 | 0.21 | 165.53 |
| Draw Down(%) | NA | 13.0 | 13.0 | 17.4 | 38.8 | 38.8 | NA | NA | 62.4 | 16.0 | 9.7 | 16.8 | 36.0 | 8.8 | 31.1 | 6.2 | 25.1 | 2.8 | 13.4 | 14.5 | 13.3 | 9.6 | 15.5 | 27.0 | 17.9 | 24.5 | 55.1 | 12.7 | 18.3 | 7.4 | 12.4 | 16.3 | 25.9 | 35.5 | 31.2 | 9.2 | 33.4 | 11.4 | 6.5 | 6.8 | 10.3 | 3.4 | 11.2 | 0.0 |
| Standard Deviation(%) | NA | 20.7 | 16.5 | 16.3 | 18.3 | 18.3 | NA | NA | 18.6 | 17.5 | 14.5 | 13.9 | 25.7 | 14.7 | 30.3 | 11.8 | 15.4 | 8.3 | 19.3 | 16.5 | 13.0 | 12.8 | 17.0 | 29.1 | 22.8 | 27.4 | 41.2 | 19.6 | 15.3 | 10.1 | 14.8 | 15.5 | 18.1 | 15.0 | 23.6 | 16.3 | 21.5 | 13.8 | 7.6 | 8.7 | 9.0 | 8.2 | 10.9 | 9.8 |
| Treynor Ratio | NA | -0.04 | -0.01 | 0.03 | -0.03 | 0.06 | NA | NA | 0.06 | 0.16 | -0.02 | 0.12 | -0.37 | 0.13 | 0.28 | 0.35 | -0.21 | 0.4 | -0.06 | 0.01 | -0.06 | 0.26 | 0.23 | -0.12 | 0.14 | 0.37 | -0.5 | 0.15 | 0.23 | 0.14 | 0.14 | 0.25 | -0.27 | -0.5 | -0.17 | 0.56 | 0.15 | 0.19 | 0.12 | 0.12 | -0.11 | 0.67 | 0.04 | -5.39 |
| Alpha | NA | -0.02 | -0.02 | -0.01 | 0.0 | -0.01 | NA | NA | 0.0 | 0.0 | -0.02 | 0.0 | -0.01 | 0.03 | -0.08 | 0.01 | -0.02 | 0.0 | -0.03 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | -0.03 | 0.01 | 0.0 | 0.01 | -0.01 | -0.03 | -0.03 | -0.08 | -0.02 | 0.1 | 0.01 | 0.06 | 0.0 | 0.0 | -0.02 | 0.05 | 0.03 | 3.59 |
| Beta | NA | 0.86 | 0.82 | 0.81 | 0.76 | 0.79 | NA | NA | 0.87 | 0.79 | 0.83 | 0.72 | 0.72 | 0.64 | 0.9 | 0.76 | 0.76 | 0.76 | 1.02 | 0.94 | 0.93 | 0.87 | 0.96 | 1.01 | 1.02 | 0.92 | 0.91 | 0.97 | 0.95 | 0.77 | 1.0 | 1.0 | 0.75 | 0.6 | 1.14 | 1.09 | 1.03 | 0.84 | 0.87 | 0.68 | 0.7 | 0.6 | 0.51 | -3.0 |
| RSquared | NA | 0.89 | 0.85 | 0.85 | 0.84 | 0.83 | NA | NA | 0.84 | 0.85 | 0.85 | 0.83 | 0.87 | 0.73 | 0.85 | 0.86 | 0.84 | 0.69 | 0.87 | 0.85 | 0.8 | 0.83 | 0.92 | 0.96 | 0.93 | 0.95 | 0.96 | 0.91 | 0.87 | 0.63 | 0.78 | 0.78 | 0.83 | 0.64 | 0.74 | 0.8 | 0.87 | 0.75 | 0.65 | 0.5 | 0.55 | 0.38 | 0.29 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.7 | 1.0 | 0.0 | 2.1 | 11.5 | 5.3 | 0.5 | 10.3 | 6.6 | 0.5 | 5.9 | 6.7 | 4.0 | 2.0 | 1.2 | 1.8 | 1.1 | 1.4 | 6.5 | 0.9 | 2.0 | 1.1 | 0.9 | 0.7 | 0.3 | 11.5 | 7.0 | 2.0 | 16.6 | 11.7 | 0.1 | 4.8 | 7.1 | 3.4 | 0.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 266.9 | N/A | -100.0 | -82.4 | 158.3 | 1359.6 | -96.6 | 96.1 | 1255.8 | -92.6 | -22.2 | 91.4 | 144.3 | 45.9 | -28.1 | 128.4 | -59.3 | -75.8 | 805.5 | -48.6 | 92.4 | 58.6 | 3.6 | 80.6 | -98.2 | 151.6 | 329.6 | -87.6 | 42.5 | 13000.0 | -98.1 | -7.5 | 110.5 | 2628.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/1991
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