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WAAJX: InvestEd 80 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 | 0.86% |
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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 | 6.2 | 13.7 | 2.6 | 12.1 | 7.4 |
Sharpe Ratio | NA | 0.27 | 0.75 | 0.15 | 1.19 | 1.8 |
Draw Down(%) | NA | 18.0 | 18.0 | 17.4 | 5.6 | 6.2 |
Standard Deviation(%) | NA | 22.1 | 17.9 | 28.2 | 10.2 | 13.5 |
Treynor Ratio | NA | 0.11 | 0.23 | 0.08 | 0.19 | 0.34 |
Alpha | NA | 0.05 | 0.04 | 0.09 | -0.02 | 0.02 |
Beta | NA | 0.56 | 0.6 | 0.53 | 0.65 | 0.7 |
RSquared | NA | 0.26 | 0.36 | 0.21 | 0.77 | 0.96 |
Yield(%) | N/A | N/A | N/A | N/A | 3.4 | 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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