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FWRLX: WIRELESS PORTFOLIO WIRELESS PORTFOLIO (MUTUAL FUND)
Basic Info 10.93 0.1(0.91%) April 19
Asset Class: | Communications |
MyPlanIQ Rating: | (75%) |
Start Date: | 11/01/2000 |
Last Dividend Date: | 12/21/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.79% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/02/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -3.5 | -6.3 | 6.0 | -2.9 | 8.4 | 8.8 | 11.1 | 9.4 | 4.5 | 26.0 | -27.9 | 12.1 | 33.3 | 40.2 | -6.4 | 25.0 | 10.1 | -3.1 | 2.9 | 28.3 | 16.3 | -1.0 | 15.2 | 59.0 | -49.6 | 27.5 | 8.7 | 17.3 | 42.5 | 68.3 | -55.2 | -34.7 | -18.9 |
Sharpe Ratio | NA | -0.88 | 0.46 | -0.2 | 0.37 | 0.45 | NA | NA | 0.16 | 1.46 | -1.11 | 0.86 | 1.04 | 2.96 | -0.48 | 3.06 | 0.62 | -0.19 | 0.24 | 2.48 | 1.2 | -0.04 | 0.75 | 1.88 | -1.05 | 1.15 | 0.35 | 1.24 | 2.05 | 2.8 | -1.41 | -1.02 | -1.6 |
Draw Down(%) | NA | 7.3 | 11.5 | 32.0 | 32.0 | 32.0 | NA | NA | 79.4 | 11.5 | 32.0 | 8.8 | 27.6 | 7.9 | 17.2 | 5.5 | 11.0 | 14.4 | 7.9 | 7.7 | 12.8 | 19.5 | 12.1 | 13.2 | 61.2 | 15.0 | 17.0 | 7.5 | 10.9 | 14.9 | 61.5 | 48.3 | 25.3 |
Standard Deviation(%) | NA | 15.5 | 14.7 | 19.2 | 21.6 | 18.2 | NA | NA | 23.7 | 15.0 | 26.4 | 14.1 | 31.7 | 13.1 | 16.1 | 8.0 | 15.9 | 16.3 | 12.1 | 11.4 | 13.7 | 24.4 | 20.2 | 31.4 | 48.0 | 21.4 | 15.5 | 12.2 | 20.3 | 24.2 | 40.1 | 36.8 | 48.3 |
Treynor Ratio | NA | -0.13 | 0.06 | -0.04 | 0.08 | 0.09 | NA | NA | 0.03 | 0.22 | -0.28 | 0.13 | 0.38 | 0.41 | -0.09 | 0.28 | 0.09 | -0.03 | 0.03 | 0.33 | 0.17 | -0.01 | 0.15 | 0.57 | -0.46 | 0.22 | 0.04 | 0.16 | 0.29 | 0.6 | -0.48 | -0.26 | -0.46 |
Alpha | NA | -0.15 | -0.06 | -0.04 | -0.01 | -0.01 | NA | NA | -0.01 | 0.0 | -0.04 | -0.05 | 0.05 | 0.03 | -0.01 | 0.02 | -0.01 | -0.02 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.09 | -0.06 | 0.08 | -0.03 | 0.05 | 0.09 | 0.1 | -0.18 | -0.08 | -0.18 |
Beta | NA | 1.04 | 1.04 | 1.03 | 0.95 | 0.94 | NA | NA | 1.06 | 1.01 | 1.05 | 0.96 | 0.88 | 0.94 | 0.86 | 0.86 | 1.07 | 0.95 | 0.9 | 0.86 | 0.96 | 0.98 | 1.03 | 1.03 | 1.1 | 1.12 | 1.27 | 0.94 | 1.43 | 1.12 | 1.18 | 1.45 | 1.69 |
RSquared | NA | 0.6 | 0.69 | 0.87 | 0.87 | 0.84 | NA | NA | 0.75 | 0.77 | 0.93 | 0.79 | 0.92 | 0.8 | 0.83 | 0.52 | 0.78 | 0.82 | 0.72 | 0.69 | 0.79 | 0.88 | 0.84 | 0.8 | 0.88 | 0.7 | 0.68 | 0.63 | 0.61 | 0.63 | 0.58 | 0.72 | 0.66 |
Yield(%) | N/A | 0.0 | 2.7 | 4.4 | 7.1 | 7.4 | 11.3 | 9.9 | N/A | 2.9 | 6.1 | 7.9 | 8.4 | 3.7 | 12.9 | 4.4 | 6.8 | 7.7 | 16.2 | 1.2 | 1.9 | 4.9 | 1.2 | 1.3 | 0.7 | 4.1 | 6.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -31.7 | -37.6 | 1.7 | 152.6 | N/A | N/A | N/A | -68.2 | -17.8 | 12.6 | 206.5 | -76.5 | 256.8 | -32.7 | -21.4 | -58.3 | 1580.0 | -28.6 | -63.2 | 375.0 | 33.3 | 0.0 | -79.3 | -34.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/02/2000
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