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WIEVX: DIVERSIFIED INTERNATIONAL FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/23/2008 |
| Last Dividend Date: | 12/30/2014 |
| 12-Mo. Yield | 2.35% |
| Expenses | 1.47% |
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Performance Analytics (As of 10/29/2015)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 07/23/2008 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 1.0 | 7.7 | 5.0 | -1.2 | 1.0 | -4.7 | 22.2 | 18.6 | -10.9 | 9.4 | 27.6 | -47.1 |
| Sharpe Ratio | NA | 0.07 | 0.59 | 0.29 | -0.05 | 0.08 | -0.43 | 1.75 | 1.2 | -0.42 | 0.44 | 0.96 | -1.25 |
| Draw Down(%) | NA | 18.5 | 18.5 | 26.6 | 60.7 | 18.5 | 12.4 | 9.7 | 15.3 | 26.6 | 18.1 | 27.3 | 49.6 |
| Standard Deviation(%) | NA | 14.7 | 12.9 | 17.1 | 24.5 | 15.5 | 10.8 | 12.7 | 15.6 | 26.1 | 21.1 | 28.8 | 61.4 |
| Treynor Ratio | NA | 0.01 | 0.08 | 0.05 | -0.01 | 0.01 | -0.05 | 0.24 | 0.21 | -0.12 | 0.1 | 0.29 | -0.81 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.19 |
| Beta | NA | 0.91 | 0.92 | 0.93 | 0.95 | 0.92 | 0.89 | 0.92 | 0.91 | 0.95 | 0.93 | 0.96 | 0.95 |
| RSquared | NA | 0.9 | 0.88 | 0.94 | 0.88 | 0.91 | 0.86 | 0.85 | 0.94 | 0.98 | 0.88 | 0.91 | 0.81 |
| Yield(%) | N/A | 2.4 | 3.4 | 2.5 | N/A | 0.0 | 2.3 | 1.7 | 6.3 | 1.3 | 1.1 | 1.6 | 0.0 |
| Dividend Growth(%) | N/A | 53.9 | 186.3 | N/A | N/A | -100.0 | 53.9 | -69.5 | 334.6 | 27.1 | -13.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2008
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See Foreign Large Blend Asset Class Trend Rankings |
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