The Western Pacific Rim folio was designed for investors tolerant of higher volatility and the possible impact of foreign currency exchange-rate changes.
The Western Pacific Rim folio consists of companies that trade as ADRs, that are listed for trading in the U.S. as part of the Bank of New York Mellon ADR indices and that have business operations in the Pacific Rim, excluding the countries of China and Japan.
Last Updated:
Category:
Inception Date:
| Folio | S&P 500 | |
| One Month | N/A | 0.49% |
| Three Month | N/A | 10.62% |
| Year to Date | N/A | 12.52% |
| One Year | N/A | 40.61% |
| Three year (Annualized) |
N/A | 17.74% |
| Five Year (Annualized) |
N/A | 17.11% |
| Since Inception | N/A | N/A |
| 1 Year Volatility | N/A | 17.25% |
Past performance is no guarantee of future results.
See how returns are calculated
* Returns reflect unfunded model performance from the Inception Date to the present. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.
Note: Tickers and weights for RTG Folios are only available when logged in.
The number of securities in the folio may vary.
Monthly.
If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.