Find A Portfolio/Ticker
Comparison Box
WAAFX: InvestEd 10 Portfolio (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/02/2020 |
Last Dividend Date: | 06/07/2022 |
12-Mo. Yield | 0.86% |
Expenses | 0.79% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 07/27/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | Inception** | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -4.0 | -0.6 | -3.5 | 0.1 | 1.1 |
Sharpe Ratio | NA | -0.9 | -0.22 | -1.09 | 0.03 | 1.44 |
Draw Down(%) | NA | 8.3 | 8.3 | 7.5 | 2.1 | 1.1 |
Standard Deviation(%) | NA | 4.8 | 3.8 | 6.2 | 2.5 | 2.3 |
Treynor Ratio | NA | -0.58 | -0.1 | -0.84 | 0.01 | 0.37 |
Alpha | NA | -0.01 | -0.01 | -0.02 | -0.01 | 0.0 |
Beta | NA | 0.08 | 0.08 | 0.08 | 0.07 | 0.09 |
RSquared | NA | 0.11 | 0.16 | 0.11 | 0.15 | 0.54 |
Yield(%) | N/A | N/A | N/A | N/A | 1.3 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/2020
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |