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WAAGX: InvestEd 30 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 | 1.07% |
Expenses | 0.82% |
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Performance Analytics (As of 07/27/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | Inception** | 2022 | 2021 | 2020 | |
---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -2.8 | 2.4 | -3.4 | 3.2 | 3.0 |
Sharpe Ratio | NA | -0.37 | 0.32 | -0.6 | 0.74 | 1.82 |
Draw Down(%) | NA | 11.7 | 11.7 | 11.0 | 3.3 | 2.5 |
Standard Deviation(%) | NA | 8.5 | 7.0 | 10.9 | 4.3 | 5.1 |
Treynor Ratio | NA | -0.15 | 0.1 | -0.32 | 0.14 | 0.36 |
Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.01 |
Beta | NA | 0.21 | 0.22 | 0.2 | 0.22 | 0.26 |
RSquared | NA | 0.26 | 0.36 | 0.22 | 0.5 | 0.9 |
Yield(%) | N/A | N/A | N/A | N/A | 2.0 | 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
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