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AIOIX: INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 13.04 0.62(4.54%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 06/01/2001 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 0.32% |
| Expenses | 1.53% |
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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 | Since 06/01/2001 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -5.7 | 10.1 | 25.5 | 13.8 | -1.8 | 5.6 | 6.2 | 5.6 | 9.3 | 29.3 | 1.3 | 8.6 | -30.2 | -10.8 | 26.9 | 28.9 | -22.2 | 45.1 | -5.4 | 17.0 | -7.5 | 30.5 | 25.0 | -14.9 | 22.7 | 46.1 | -52.4 | 22.8 | 24.0 | 36.5 | 27.2 | 73.2 | -5.2 | -3.1 |
| Sharpe Ratio | NA | 0.91 | 1.17 | 0.6 | -0.21 | 0.2 | NA | NA | 0.2 | 1.56 | -0.16 | 0.34 | -1.24 | -0.48 | 0.82 | 2.21 | -1.42 | 5.29 | -0.33 | 1.01 | -0.59 | 2.53 | 1.54 | -0.52 | 0.97 | 1.72 | -1.6 | 0.89 | 1.12 | 2.99 | 1.56 | 5.81 | -0.08 | -0.04 |
| Draw Down(%) | NA | 14.0 | 14.0 | 18.5 | 50.4 | 50.4 | NA | NA | 66.2 | 15.3 | 10.7 | 18.5 | 37.0 | 24.6 | 37.2 | 7.1 | 31.4 | 2.7 | 14.5 | 11.1 | 16.2 | 10.6 | 14.8 | 28.2 | 20.2 | 19.9 | 58.9 | 17.4 | 23.9 | 8.0 | 15.9 | 7.6 | 23.6 | 23.0 |
| Standard Deviation(%) | NA | 25.1 | 19.5 | 17.5 | 20.1 | 19.8 | NA | NA | 39.5 | 18.1 | 14.4 | 14.6 | 25.6 | 22.5 | 32.3 | 12.4 | 16.6 | 8.4 | 17.3 | 16.8 | 12.7 | 12.0 | 16.4 | 28.8 | 23.3 | 26.7 | 33.3 | 22.1 | 18.4 | 11.4 | 16.8 | 12.5 | 81.9 | 201.5 |
| Treynor Ratio | NA | 0.23 | 0.25 | 0.13 | -0.06 | 0.05 | NA | NA | 0.1 | 0.4 | -0.04 | 0.07 | -0.46 | -0.26 | 0.28 | 0.35 | -0.3 | 0.62 | -0.07 | 0.2 | -0.09 | 0.41 | 0.29 | -0.15 | 0.23 | 0.55 | -0.76 | 0.19 | 0.2 | 0.48 | 0.26 | 1.23 | -0.42 | -0.06 |
| Alpha | NA | 0.08 | 0.07 | 0.02 | -0.01 | -0.01 | NA | NA | 0.04 | 0.07 | -0.04 | -0.01 | -0.06 | -0.06 | -0.09 | 0.01 | -0.06 | 0.05 | -0.03 | 0.07 | -0.01 | 0.04 | 0.03 | -0.01 | 0.02 | 0.03 | -0.14 | 0.03 | -0.01 | 0.08 | 0.03 | 0.15 | 0.12 | 0.85 |
| Beta | NA | 0.98 | 0.91 | 0.82 | 0.75 | 0.8 | NA | NA | 0.8 | 0.71 | 0.64 | 0.74 | 0.69 | 0.42 | 0.96 | 0.78 | 0.8 | 0.72 | 0.87 | 0.84 | 0.83 | 0.74 | 0.87 | 0.98 | 1.0 | 0.84 | 0.7 | 1.01 | 1.02 | 0.72 | 1.0 | 0.59 | 0.15 | 1.24 |
| RSquared | NA | 0.78 | 0.75 | 0.77 | 0.69 | 0.74 | NA | NA | 0.18 | 0.74 | 0.57 | 0.78 | 0.83 | 0.25 | 0.88 | 0.83 | 0.8 | 0.6 | 0.78 | 0.64 | 0.68 | 0.68 | 0.82 | 0.93 | 0.88 | 0.83 | 0.86 | 0.8 | 0.69 | 0.43 | 0.61 | 0.43 | 0.0 | 0.02 |
| Yield(%) | N/A | 0.0 | 0.3 | 0.2 | 0.2 | 1.9 | 2.7 | 4.0 | N/A | 0.4 | 0.3 | 0.3 | 0.0 | 0.3 | 0.0 | 1.2 | 3.9 | 12.0 | 0.0 | 8.7 | 4.3 | 1.0 | 0.0 | 0.4 | 1.1 | 1.4 | 1.7 | 29.1 | 32.8 | 28.1 | 3.2 | 5.0 | 0.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 230.0 | -6.0 | -91.7 | -77.1 | N/A | N/A | N/A | 10.0 | 42.9 | N/A | -100.0 | N/A | -100.0 | -77.9 | -56.9 | 29917.6 | -99.5 | 77.7 | 425.6 | N/A | -100.0 | -60.8 | 18.5 | -61.8 | -94.6 | -23.1 | 29.5 | 978.6 | 6.9 | 1746.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/01/2001
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