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TWWDX: THOMAS WHITE INTERNATIONAL FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/27/1994 |
| Last Dividend Date: | 12/28/2022 |
| 12-Mo. Yield | 79.84% |
| Expenses | 1.24% |
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Performance Analytics (As of 12/30/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/27/1994 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 10540.2 | 8467.7 | 367.4 | 152.1 | 61.9 | 36.8 | 34.0 | 24.7 | 8446.7 | 7.4 | 10.8 | 21.0 | -17.2 | 26.5 | -3.4 | -3.0 | -9.8 | 13.0 | 19.3 | -11.9 | 12.5 | 33.5 | -43.4 | 18.0 | 31.7 | 25.5 | 19.0 | 36.3 | -11.4 | -16.8 | -14.7 | 26.3 | 17.6 | 10.7 | 16.5 | 14.2 | -0.0 |
| Sharpe Ratio | NA | 18.11 | 1.36 | 0.72 | 0.41 | NA | NA | 0.26 | 18.36 | 0.52 | 0.33 | 1.62 | -1.21 | 3.44 | -0.21 | -0.19 | -0.88 | 1.11 | 1.31 | -0.45 | 0.6 | 1.29 | -1.14 | 0.84 | 1.81 | 2.26 | 1.38 | 2.65 | -0.79 | -1.3 | -1.24 | 2.02 | 0.94 | 0.68 | 2.06 | 1.45 | -1.46 |
| Draw Down(%) | NA | 33.9 | 36.2 | 39.9 | 39.9 | NA | NA | 59.5 | 33.9 | 7.9 | 36.2 | 9.8 | 26.0 | 2.9 | 12.2 | 16.4 | 14.7 | 11.0 | 13.5 | 26.4 | 17.8 | 25.6 | 54.1 | 13.2 | 18.5 | 7.6 | 11.9 | 16.1 | 24.4 | 28.1 | 20.1 | 7.2 | 20.7 | 7.8 | 5.2 | 3.6 | 0.3 |
| Standard Deviation(%) | NA | 467.4 | 270.4 | 209.8 | 148.6 | NA | NA | 90.0 | 468.4 | 14.2 | 31.5 | 12.0 | 15.4 | 7.5 | 16.9 | 15.6 | 11.2 | 11.7 | 14.8 | 26.3 | 20.8 | 25.8 | 38.9 | 17.9 | 15.7 | 10.3 | 13.0 | 13.4 | 15.8 | 15.0 | 15.2 | 11.3 | 15.0 | 10.2 | 6.2 | 7.0 | 4.5 |
| Treynor Ratio | NA | -4.67 | -0.71 | -0.37 | -0.25 | NA | NA | -1.99 | -4.75 | 0.08 | 0.11 | 0.18 | -0.17 | 0.27 | -0.04 | -0.03 | -0.1 | 0.15 | 0.23 | -0.12 | 0.13 | 0.38 | -0.49 | 0.16 | 0.28 | 0.32 | 0.19 | 0.45 | -0.18 | -0.32 | -0.23 | 0.44 | 0.28 | 0.13 | 0.21 | 0.27 | 0.11 |
| Alpha | NA | 40.93 | 14.0 | 8.41 | 4.25 | NA | NA | 1.52 | 41.08 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | -0.03 | 0.01 | -0.01 | -0.02 | 0.01 | 0.01 | 0.02 | 0.01 | -0.03 | 0.02 | 0.01 | 0.04 | 0.0 | 0.01 | -0.01 | -0.04 | -0.04 | 0.05 | 0.02 | 0.04 | 0.03 | 0.03 | 0.17 |
| Beta | NA | -18.12 | -5.14 | -4.14 | -2.5 | NA | NA | -0.12 | -18.11 | 0.98 | 1.0 | 1.06 | 1.13 | 0.97 | 0.9 | 0.95 | 0.96 | 0.88 | 0.86 | 0.97 | 0.95 | 0.87 | 0.91 | 0.93 | 1.01 | 0.73 | 0.96 | 0.79 | 0.7 | 0.6 | 0.83 | 0.52 | 0.51 | 0.53 | 0.62 | 0.37 | -0.6 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.86 | 0.94 | 0.93 | 0.92 | 0.87 | 0.92 | 0.92 | 0.93 | 0.94 | 0.94 | 0.97 | 0.98 | 0.97 | 0.97 | 0.94 | 0.85 | 0.56 | 0.86 | 0.81 | 0.76 | 0.62 | 0.48 | 0.41 | 0.54 | 0.51 | 0.46 | 0.26 | 0.26 |
| Yield(%) | N/A | 79.8 | 32.5 | 18.9 | 11.4 | 6.6 | 15.1 | N/A | 79.1 | 11.6 | 0.9 | 4.5 | 9.9 | 1.9 | 1.0 | 1.3 | 8.2 | 1.3 | 1.9 | 1.7 | 1.2 | 1.6 | 1.2 | 10.1 | 7.7 | 9.1 | 0.0 | 1.5 | 0.7 | 0.5 | 3.8 | 18.2 | 8.1 | 6.1 | 8.4 | 2.0 | 0.9 |
| Dividend Growth(%) | N/A | 555.4 | 458.6 | 616.9 | 242.6 | N/A | N/A | N/A | 555.4 | 1285.2 | -75.9 | -67.5 | 552.9 | 78.5 | -22.3 | -87.2 | 602.7 | -20.5 | -2.7 | 48.5 | 1.6 | -22.2 | -87.5 | 58.3 | 0.2 | N/A | -100.0 | 91.2 | 6.2 | -88.5 | -78.2 | 146.3 | 42.4 | -23.1 | 385.6 | 124.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/27/1994
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