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WDJIX: Wells DJ Wilshire U.S. REIT Index I (MUTUAL FUND)
Basic Info
Asset Class: | REAL ESTATE |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/03/2003 |
Last Dividend Date: | 09/30/2009 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 02/02/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/03/2003 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 41.3 | -25.1 | -8.7 | -5.0 | 0.0 | 18.0 | -38.2 | -37.0 | 32.3 | -2.7 | 16.1 | 5.0 |
Sharpe Ratio | NA | 0.65 | -0.42 | -0.21 | -0.15 | 0.0 | 0.26 | -0.51 | -1.1 | 1.98 | -0.26 | 0.76 | 1.32 |
Draw Down(%) | NA | 33.9 | 80.5 | 80.5 | 80.5 | 0.0 | 43.3 | 65.0 | 44.9 | 11.0 | 13.1 | 18.3 | 3.8 |
Standard Deviation(%) | NA | 63.1 | 62.8 | 49.8 | 44.8 | NA | 68.2 | 76.5 | 36.4 | 14.7 | 18.9 | 19.8 | 11.6 |
Treynor Ratio | NA | 0.41 | -0.26 | -0.1 | -0.07 | NA | 0.18 | -0.38 | -0.42 | 0.29 | -0.05 | 0.15 | 0.14 |
Alpha | NA | -0.02 | -0.04 | -0.04 | -0.04 | 0.0 | -0.04 | 0.0 | -0.1 | -0.01 | -0.05 | -0.04 | -0.07 |
Beta | NA | 1.0 | 1.01 | 1.01 | 1.01 | 0.0 | 1.01 | 1.02 | 0.95 | 1.01 | 1.03 | 1.01 | 1.06 |
RSquared | NA | 0.97 | 0.94 | 0.93 | 0.93 | 0.0 | 0.98 | 1.0 | 0.5 | 0.99 | 0.75 | 0.82 | 0.75 |
Yield(%) | N/A | 4.1 | 3.0 | 5.3 | N/A | 0.0 | 3.5 | 10.3 | 2.5 | 13.5 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -82.6 | -16.1 | N/A | N/A | -100.0 | -82.6 | 152.9 | -78.9 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/03/2003
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See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
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Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) (96%)
- RWR (SPDR® Dow Jones REIT ETF) (95%)
- PSR (Invesco Active U.S. Real Estate Fund) (94%)
- FRI (First Trust S&P REIT Index Fund) (93%)
- REM (iShares Mortgage Real Estate Capped ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (92%)
- SCHH (Schwab U.S. REIT ETF) (18%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (17%)
- MORT (VanEck Mortgage REIT Income ETF) (15%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (14%)
Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) (99%)
- NRO (Neuberger Berman RE Securities IF) (98%)
- JRS (Nuveen Real Estate Fund) (97%)
- PGZ (Principal Real Estate Income Closed Fund) (94%)