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WALLX: Wall Street (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 12/30/2015 |
12-Mo. Yield | 4.47% |
Expenses | 1.00% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 06/21/1996 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | -10.8 | 2.1 | 0.6 | 1.5 | -8.1 | -6.9 | 8.8 | 34.5 | 9.5 | 0.7 | 15.1 | 34.0 | -41.4 | 12.5 | 4.3 | 7.5 | 7.3 | 49.9 | -36.3 | -24.2 | -18.8 | 32.8 | 27.5 | -7.8 | -13.5 |
Sharpe Ratio | NA | -0.86 | 0.34 | 0.31 | 0.12 | NA | -0.09 | -1.7 | -0.41 | 0.61 | 2.61 | 0.61 | 0.03 | 0.76 | 1.28 | -1.07 | 0.52 | 0.06 | 0.4 | 0.39 | 2.47 | -1.2 | -0.83 | -0.53 | 0.91 | 0.88 | -3.1 | -1.0 |
Draw Down(%) | NA | 24.5 | 26.2 | 26.2 | 57.6 | NA | 76.8 | 14.6 | 13.1 | 8.4 | 7.4 | 12.6 | 20.4 | 17.7 | 24.4 | 50.9 | 11.0 | 14.9 | 9.8 | 18.9 | 12.7 | 48.3 | 45.5 | 46.4 | 17.9 | 36.2 | 24.7 | 17.5 |
Standard Deviation(%) | NA | 18.7 | 15.8 | 18.1 | 22.2 | NA | 25.2 | 24.7 | 16.8 | 14.3 | 13.2 | 15.6 | 25.1 | 19.7 | 26.5 | 39.4 | 18.3 | 15.3 | 13.6 | 16.2 | 19.9 | 31.1 | 32.3 | 43.3 | 32.4 | 27.5 | 20.2 | 27.4 |
Treynor Ratio | NA | -0.17 | 0.06 | 0.06 | 0.03 | NA | -0.02 | -0.44 | -0.07 | 0.1 | 0.33 | 0.09 | 0.01 | 0.15 | 0.32 | -0.4 | 0.09 | 0.01 | 0.05 | 0.06 | 0.53 | -0.44 | -0.31 | -0.26 | 0.28 | 0.24 | -0.81 | -0.24 |
Alpha | NA | -0.06 | -0.04 | -0.04 | -0.04 | NA | -0.02 | -0.01 | -0.06 | -0.01 | -0.01 | -0.03 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.0 | 0.08 | -0.03 | 0.02 | 0.01 | 0.04 | -0.03 | -0.15 | -0.19 |
Beta | NA | 0.95 | 0.96 | 0.97 | 1.02 | NA | 0.95 | 0.97 | 0.94 | 0.91 | 1.04 | 1.04 | 0.94 | 1.02 | 1.06 | 1.04 | 1.06 | 1.1 | 1.04 | 1.03 | 0.93 | 0.84 | 0.86 | 0.89 | 1.05 | 1.0 | 0.77 | 1.17 |
RSquared | NA | 0.84 | 0.82 | 0.89 | 0.93 | NA | 0.74 | 0.91 | 0.83 | 0.77 | 0.9 | 0.93 | 0.98 | 0.97 | 0.97 | 0.98 | 0.91 | 0.87 | 0.81 | 0.86 | 0.81 | 0.74 | 0.87 | 0.52 | 0.48 | 0.7 | 0.56 | 0.32 |
Yield(%) | N/A | 4.5 | 6.1 | 4.1 | 2.8 | 1.9 | N/A | 0.0 | 4.7 | 7.1 | 3.1 | 0.3 | 0.0 | 0.4 | 0.0 | 0.6 | 4.3 | 1.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 23.6 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -28.5 | 3193.1 | 237.6 | N/A | N/A | N/A | -100.0 | -28.0 | 200.0 | 933.3 | N/A | -100.0 | N/A | -100.0 | -84.2 | 280.0 | N/A | N/A | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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