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WLCGX: LARGE COMPANY GROWTH PORTFOLIO INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 49.59 0(0.0%) May 24
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (76%) |
Start Date: | 12/26/1996 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.36% |
Expenses | 1.00% |
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Performance Analytics (As of 05/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/20/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 16.5 | 41.6 | 8.7 | 16.5 | 14.5 | 15.4 | 10.7 | 9.1 | 39.8 | -31.6 | 23.7 | 39.2 | 29.1 | -1.9 | 27.4 | 3.6 | 6.6 | 11.0 | 30.7 | 14.0 | -1.1 | 19.5 | 34.1 | -41.7 | 16.9 | 5.3 | 8.8 | 7.1 | 26.9 | -21.6 | -16.3 | -15.3 | 34.3 | 40.6 | 32.4 | -13.9 |
Sharpe Ratio | NA | 2.67 | 2.29 | 0.32 | 0.59 | 0.64 | NA | NA | 0.36 | 2.21 | -1.06 | 1.44 | 1.14 | 1.84 | -0.15 | 3.08 | 0.25 | 0.41 | 0.42 | 2.56 | 0.98 | -0.04 | 1.08 | 1.41 | -1.11 | 0.84 | 0.17 | 0.6 | 0.5 | 1.49 | -0.89 | -0.72 | -0.64 | 1.48 | 1.76 | 1.46 | -0.96 |
Draw Down(%) | NA | 7.4 | 10.6 | 35.6 | 35.6 | 35.6 | NA | NA | 54.5 | 10.6 | 34.5 | 8.2 | 29.0 | 9.0 | 21.1 | 3.1 | 11.6 | 11.7 | 14.1 | 6.5 | 10.6 | 21.0 | 15.7 | 19.5 | 49.9 | 10.3 | 11.5 | 8.3 | 11.8 | 12.3 | 31.4 | 34.5 | 25.3 | 10.4 | 20.3 | 12.0 | 13.9 |
Standard Deviation(%) | NA | 16.6 | 15.7 | 22.1 | 24.1 | 21.3 | NA | NA | 21.6 | 16.2 | 31.1 | 16.4 | 34.2 | 15.0 | 20.5 | 8.8 | 13.9 | 16.2 | 26.3 | 12.0 | 14.4 | 25.6 | 18.1 | 24.1 | 38.5 | 16.6 | 12.0 | 11.1 | 12.3 | 17.6 | 25.5 | 26.1 | 30.4 | 21.0 | 21.2 | 19.7 | 108.2 |
Treynor Ratio | NA | 0.51 | 0.43 | 0.09 | 0.17 | 0.16 | NA | NA | 0.09 | 0.43 | -0.43 | 0.35 | 0.41 | 0.4 | -0.03 | 0.28 | 0.04 | 0.07 | 0.11 | 0.31 | 0.14 | -0.01 | 0.21 | 0.35 | -0.42 | 0.14 | 0.02 | 0.08 | 0.08 | 0.29 | -0.29 | -0.26 | -0.23 | 0.34 | 0.52 | 0.32 | 0.22 |
Alpha | NA | 0.04 | 0.02 | 0.02 | 0.01 | 0.01 | NA | NA | 0.01 | 0.01 | 0.0 | 0.05 | -0.04 | 0.0 | -0.01 | -0.01 | 0.02 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.03 | 0.0 | -0.02 | 0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.04 | 0.03 | 0.01 | 0.06 | 0.06 | 0.04 | -6.69 |
Beta | NA | 0.86 | 0.84 | 0.77 | 0.83 | 0.85 | NA | NA | 0.87 | 0.83 | 0.76 | 0.67 | 0.94 | 0.69 | 0.97 | 0.96 | 0.92 | 0.99 | 1.03 | 0.98 | 0.97 | 0.96 | 0.93 | 0.97 | 1.02 | 0.99 | 0.88 | 0.89 | 0.81 | 0.9 | 0.78 | 0.72 | 0.83 | 0.92 | 0.71 | 0.91 | -4.73 |
RSquared | NA | 0.92 | 0.91 | 0.83 | 0.88 | 0.79 | NA | NA | 0.86 | 0.93 | 0.82 | 0.77 | 0.97 | 0.7 | 0.98 | 0.89 | 0.96 | 0.97 | 0.27 | 0.96 | 0.97 | 0.98 | 0.98 | 0.98 | 0.98 | 0.97 | 0.91 | 0.88 | 0.93 | 0.96 | 0.94 | 0.92 | 0.9 | 0.87 | 0.65 | 0.85 | 0.41 |
Yield(%) | N/A | 0.0 | 0.4 | 9.6 | 13.7 | 12.2 | 17.3 | 11.0 | N/A | 0.4 | 10.2 | 20.3 | 21.6 | 10.7 | 13.1 | 9.8 | 11.3 | 10.4 | 14.7 | 9.6 | 3.8 | 0.0 | 0.4 | 0.4 | 1.1 | 18.7 | 0.0 | 0.0 | 0.5 | 0.3 | 0.4 | 0.2 | 1.2 | 1.3 | 8.0 | 3.1 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | -97.6 | -18.3 | 19.5 | 324.9 | N/A | N/A | N/A | -97.6 | -47.3 | 7.0 | 140.2 | -30.8 | 57.7 | -17.4 | 2.6 | -32.8 | 78.3 | 181.6 | N/A | -100.0 | 57.5 | -80.2 | -94.2 | N/A | N/A | -100.0 | 91.8 | -44.3 | 72.4 | -85.1 | 16.9 | -78.1 | 238.7 | 1078.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/20/1997
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