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
BBHEX: BBH INTERNATIONAL EQUITY FUND CLASS N SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/22/1997 |
| Last Dividend Date: | 02/14/2017 |
| 12-Mo. Yield | 2.02% |
| Expenses | 1.16% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/31/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/22/1997 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 3.3 | 1.0 | 4.4 | -0.5 | 5.8 | 3.7 | 4.6 | 2.5 | -1.6 | -3.3 | 17.0 | 15.3 | -10.1 | 5.3 | 29.6 | -37.1 | 3.4 | 23.8 | 13.7 | 18.8 | 27.0 | -16.8 | -25.0 | -13.7 | 39.0 | 16.2 | 0.5 |
| Sharpe Ratio | NA | 0.57 | 0.05 | 0.34 | -0.04 | NA | 0.13 | 1.63 | 0.14 | -0.11 | -0.35 | 1.42 | 1.04 | -0.44 | 0.29 | 1.29 | -1.02 | 0.01 | 1.61 | 1.14 | 1.46 | 1.88 | -0.91 | -1.44 | -1.14 | 2.32 | 0.66 | 2.81 |
| Draw Down(%) | NA | 3.4 | 19.8 | 19.8 | 55.5 | NA | 55.5 | 1.1 | 9.4 | 17.3 | 12.0 | 9.9 | 13.6 | 19.9 | 16.6 | 24.8 | 46.1 | 12.4 | 13.7 | 6.2 | 10.2 | 14.4 | 25.8 | 36.4 | 19.7 | 7.3 | 27.5 | 0.4 |
| Standard Deviation(%) | NA | 4.8 | 13.1 | 12.2 | 19.6 | NA | 17.7 | 3.0 | 16.2 | 15.0 | 9.7 | 12.0 | 14.8 | 23.1 | 17.7 | 23.0 | 37.3 | 16.4 | 12.7 | 10.0 | 12.2 | 14.0 | 19.8 | 19.2 | 15.7 | 15.4 | 19.3 | 7.5 |
| Treynor Ratio | NA | 0.1 | 0.01 | 0.05 | -0.01 | NA | 0.03 | 0.44 | 0.03 | -0.02 | -0.04 | 0.2 | 0.18 | -0.13 | 0.06 | 0.42 | -0.5 | 0.0 | 0.23 | 0.13 | 0.25 | 0.28 | -0.18 | -0.26 | -0.19 | 0.37 | 0.14 | 0.28 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.03 | -0.02 | -0.03 | 0.01 | 0.01 | 0.02 | -0.02 | -0.01 | -0.01 | 0.0 | 0.04 | 0.0 | -0.28 |
| Beta | NA | 0.29 | 0.83 | 0.82 | 0.78 | NA | 0.83 | 0.11 | 0.87 | 0.92 | 0.79 | 0.85 | 0.83 | 0.81 | 0.8 | 0.7 | 0.76 | 0.85 | 0.88 | 0.86 | 0.72 | 0.93 | 0.97 | 1.07 | 0.96 | 0.97 | 0.9 | 0.75 |
| RSquared | NA | 0.22 | 0.82 | 0.81 | 0.78 | NA | 0.8 | 0.08 | 0.88 | 0.9 | 0.83 | 0.83 | 0.87 | 0.91 | 0.91 | 0.77 | 0.71 | 0.76 | 0.85 | 0.76 | 0.65 | 0.87 | 0.95 | 0.92 | 0.79 | 0.64 | 0.81 | 0.79 |
| Yield(%) | N/A | 2.0 | 2.0 | 2.2 | 1.3 | 2.6 | N/A | 0.3 | 1.8 | 1.8 | 2.4 | 1.9 | 2.2 | 0.0 | 0.3 | 1.9 | 4.2 | 0.0 | 3.0 | 1.7 | 0.9 | 1.2 | 0.7 | 0.0 | 1.0 | 0.3 | 0.3 | 0.3 |
| Dividend Growth(%) | N/A | 16.4 | 68.3 | 54.8 | N/A | N/A | N/A | -82.2 | -1.2 | -29.8 | 35.9 | -3.3 | N/A | -100.0 | -82.9 | -73.5 | N/A | -100.0 | 111.2 | 120.2 | -8.2 | 44.8 | N/A | -100.0 | 369.7 | 10.0 | -3.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/1997
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 Foreign Large Blend Asset Class Trend Rankings |
Top Rated Funds in Foreign Large Blend
Best Mutual Funds
- OAKIX (OAKMARK INTERNATIONAL FUND INVESTOR CLASS) (100%)
- HAINX (HARBOR INTERNATIONAL FUND INSTITUTIONAL CLASS) (99%)
- DODFX (DODGE & COX INTERNATIONAL STOCK FUND DODGE & COX INTERNATIONAL STOCK FUND) (99%)
- PIPDX (PIMCO INTERNATIONAL STOCKSPLUS TR STRATEGY FUND (U.S. DOLLAR-HEDGED) D) (99%)
- FDIVX (FIDELITY DIVERSIFIED INTERNATIONAL FUND FIDELITY DIVERSIFIED INTERNATIONAL FUND) (98%)
- VTMGX (VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL SHARES) (98%)
- LLINX (LONGLEAF PARTNERS INTERNATIONAL FUND LONGLEAF PARTNERS INTERNATIONAL FUND) (96%)
- SGOIX (FIRST EAGLE OVERSEAS FUND CLASS I) (96%)
- EXOSX (OVERSEAS SERIES CLASS I) (96%)
- BISIX (BLACKROCK INTERNATIONAL DIVIDEND FUND INSTITUTIONAL) (96%)
Best ETFs
- EFA (iShares MSCI EAFE ETF) (100%)
- PID (Invesco International Dividend Achievers ETF) (99%)
- ACWX (iShares MSCI ACWI ex U.S. ETF) (98%)
- CWI (SPDR MSCI ACWI ex-US ETF) (97%)
- VEA (Vanguard FTSE Developed Markets ETF) (97%)
- VEU (Vanguard FTSE All-World ex-US Index Fund) (97%)
- SCHF (Schwab International Equity ETF) (33%)
- VXUS (Vanguard Total International Stock ETF) (29%)
- DBEF (Xtrackers MSCI EAFE Hedged Equity ETF) (27%)
- EFAV (iShares MSCI EAFE Min Vol Factor ETF) (27%)
