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WACTX: WACTX (MUTUAL FUND)
Basic Info
Asset Class: | EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/05/2014 |
Last Dividend Date: | 12/30/2015 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 07/09/2018 |
2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | -1.4 | -20.9 | -6.0 | 6.0 | -3.5 | 0.9 | 3.5 |
Sharpe Ratio | NA | -0.7 | -0.29 | -0.06 | -0.84 | 1.55 | -0.99 | 0.17 | 1.31 |
Draw Down(%) | NA | 8.5 | 8.5 | 8.5 | 8.5 | 1.5 | 4.5 | 5.7 | 3.2 |
Standard Deviation(%) | NA | 9.4 | 6.2 | 5.8 | 10.4 | 3.5 | 3.7 | 4.9 | 4.1 |
Treynor Ratio | NA | -0.18 | -0.07 | -0.01 | -0.24 | 0.19 | -0.18 | 0.03 | 0.2 |
Alpha | NA | -0.04 | -0.02 | -0.01 | -0.04 | 0.0 | -0.02 | 0.0 | 0.01 |
Beta | NA | 0.36 | 0.27 | 0.27 | 0.37 | 0.28 | 0.21 | 0.24 | 0.26 |
RSquared | NA | 0.28 | 0.3 | 0.36 | 0.28 | 0.32 | 0.57 | 0.54 | 0.53 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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