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WAAHX: InvestEd 50 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 | 1.06% |
Expenses | 0.84% |
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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 | -0.9 | 6.0 | -2.6 | 7.0 | 4.8 |
Sharpe Ratio | NA | -0.09 | 0.55 | -0.32 | 1.06 | 1.8 |
Draw Down(%) | NA | 14.4 | 14.4 | 13.8 | 4.0 | 4.0 |
Standard Deviation(%) | NA | 12.8 | 10.6 | 16.3 | 6.6 | 8.4 |
Treynor Ratio | NA | -0.03 | 0.15 | -0.16 | 0.17 | 0.35 |
Alpha | NA | 0.01 | 0.01 | 0.02 | -0.01 | 0.01 |
Beta | NA | 0.35 | 0.38 | 0.33 | 0.42 | 0.44 |
RSquared | NA | 0.31 | 0.44 | 0.26 | 0.77 | 0.95 |
Yield(%) | N/A | N/A | N/A | N/A | 2.4 | 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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