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DISRX: INTERNATIONAL STOCK FUND CLASS I (MUTUAL FUND)
Basic Info 22.75 0.04(0.18%) June 09
| Asset Class: | Foreign Large Growth |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 01/04/2007 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 9.33% |
| Expenses | 0.89% |
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Performance Analytics (As of 06/08/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 4.0 | 4.1 | 3.9 | 0.8 | 7.0 | 5.4 | 5.0 | 6.5 | -0.9 | 18.5 | -23.2 | 10.8 | 16.3 | 27.8 | -7.6 | 27.0 | 4.6 | -0.6 | -4.4 | 9.0 | 21.0 | -9.9 | 14.0 | 34.9 | -31.6 | 9.1 |
| Sharpe Ratio | NA | 0.25 | 0.05 | 0.02 | -0.12 | 0.32 | NA | 0.22 | 0.23 | -0.33 | 1.13 | -1.08 | 0.84 | 0.63 | 2.53 | -0.65 | 3.69 | 0.28 | -0.04 | -0.45 | 0.75 | 1.54 | -0.43 | 0.83 | 1.54 | -0.9 | 0.44 |
| Draw Down(%) | NA | 12.8 | 12.8 | 20.8 | 35.3 | 35.3 | NA | 45.7 | 15.5 | 11.8 | 14.9 | 33.2 | 9.6 | 25.4 | 7.2 | 15.6 | 3.5 | 8.8 | 16.6 | 10.4 | 10.8 | 12.7 | 21.0 | 14.7 | 18.7 | 44.5 | 9.2 |
| Standard Deviation(%) | NA | 18.4 | 15.4 | 14.9 | 16.5 | 16.0 | NA | 17.8 | 15.4 | 13.6 | 13.2 | 23.0 | 12.9 | 25.2 | 10.4 | 13.9 | 7.2 | 15.7 | 15.0 | 9.8 | 12.1 | 13.7 | 23.2 | 16.7 | 22.6 | 36.1 | 13.8 |
| Treynor Ratio | NA | 0.06 | 0.01 | 0.01 | -0.03 | 0.08 | NA | 0.06 | 0.06 | -0.06 | 0.23 | -0.39 | 0.21 | 0.22 | 0.42 | -0.14 | 0.46 | 0.05 | -0.01 | -0.06 | 0.11 | 0.28 | -0.13 | 0.2 | 0.48 | -0.42 | 0.1 |
| Alpha | NA | 0.02 | -0.01 | -0.02 | 0.0 | 0.0 | NA | 0.0 | -0.03 | -0.03 | 0.03 | -0.02 | 0.04 | -0.07 | 0.03 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | -0.03 | 0.02 | 0.0 | 0.01 | 0.02 | 0.03 | 0.0 |
| Beta | NA | 0.72 | 0.71 | 0.68 | 0.65 | 0.66 | NA | 0.71 | 0.63 | 0.74 | 0.65 | 0.63 | 0.51 | 0.72 | 0.63 | 0.67 | 0.58 | 0.82 | 0.88 | 0.69 | 0.81 | 0.75 | 0.79 | 0.71 | 0.72 | 0.77 | 0.59 |
| RSquared | NA | 0.78 | 0.73 | 0.74 | 0.76 | 0.76 | NA | 0.82 | 0.69 | 0.77 | 0.74 | 0.83 | 0.61 | 0.78 | 0.76 | 0.79 | 0.54 | 0.84 | 0.88 | 0.78 | 0.8 | 0.87 | 0.93 | 0.86 | 0.86 | 0.89 | 0.7 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 10.4 | 3.4 | 2.5 | 0.7 | 0.6 | 0.7 | 3.2 | 1.5 | 1.3 | 1.3 | 1.3 | 1.5 | 1.6 | 1.9 | 1.2 | 0.9 | 1.2 | 0.9 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 196.9 | 56.9 | 151.7 | 43.6 | -4.8 | -72.6 | 84.6 | 48.2 | 7.1 | -2.1 | -17.6 | -1.3 | -3.8 | 51.3 | 46.3 | -2.7 | -11.9 | -0.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/03/2007
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