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WBLAX: INVESTED BALANCED PORTFOLIO INVESTED BALANCED PORTFOLIO (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/19/2001 |
Last Dividend Date: | 06/07/2022 |
12-Mo. Yield | 1.95% |
Expenses | 0.84% |
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Performance Analytics (As of 07/27/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/17/2002 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 5.3 | 10.5 | 9.0 | 8.6 | 6.4 | 7.1 | 7.1 | 2.8 | 11.6 | 12.7 | 18.0 | -4.4 | 16.6 | 2.2 | 0.7 | 4.7 | 19.1 | 9.6 | -2.2 | 9.2 | 16.3 | -18.5 | 10.8 | 11.1 | 6.0 | 7.5 | 15.9 | -10.2 | 0.5 |
Sharpe Ratio | NA | 0.26 | 0.64 | 0.63 | 0.72 | NA | NA | 0.52 | 0.18 | 1.5 | 0.67 | 2.49 | -0.64 | 2.97 | 0.19 | 0.06 | 0.58 | 2.3 | 1.16 | -0.13 | 0.82 | 1.52 | -1.32 | 0.87 | 1.17 | 0.65 | 0.97 | 2.09 | -1.28 | 2.58 |
Draw Down(%) | NA | 15.5 | 21.8 | 21.8 | 21.8 | NA | NA | 26.4 | 15.0 | 3.6 | 21.8 | 3.4 | 11.3 | 1.8 | 9.8 | 9.6 | 6.0 | 6.4 | 7.0 | 16.0 | 9.4 | 9.8 | 24.5 | 6.2 | 6.3 | 4.1 | 5.8 | 5.5 | 14.5 | 0.7 |
Standard Deviation(%) | NA | 18.8 | 15.8 | 13.2 | 11.3 | NA | NA | 10.8 | 24.3 | 7.7 | 18.4 | 6.7 | 8.9 | 5.4 | 10.3 | 11.1 | 8.1 | 8.3 | 8.3 | 16.9 | 11.1 | 10.7 | 14.7 | 9.0 | 6.7 | 5.8 | 6.8 | 7.3 | 8.9 | 6.8 |
Treynor Ratio | NA | 0.07 | 0.12 | 0.1 | 0.09 | NA | NA | 0.07 | 0.07 | 0.14 | 0.14 | 0.18 | -0.06 | 0.13 | 0.02 | 0.01 | 0.04 | 0.17 | 0.09 | -0.02 | 0.09 | 0.27 | -0.31 | 0.08 | 0.08 | 0.05 | 0.07 | 0.21 | -0.19 | 0.18 |
Alpha | NA | 0.05 | 0.02 | 0.01 | 0.0 | NA | NA | 0.0 | 0.09 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.03 | 0.0 | -0.02 | -0.01 | -0.01 | -0.03 | -0.01 | 0.01 | -0.02 | 0.02 | 0.0 | 0.01 | 0.0 | 0.0 | -0.02 | 0.03 |
Beta | NA | 0.68 | 0.83 | 0.84 | 0.93 | NA | NA | 0.82 | 0.67 | 0.85 | 0.88 | 0.92 | 0.89 | 1.24 | 1.27 | 1.23 | 1.17 | 1.15 | 1.09 | 1.17 | 1.02 | 0.61 | 0.61 | 0.95 | 0.94 | 0.83 | 0.9 | 0.73 | 0.6 | 0.97 |
RSquared | NA | 0.2 | 0.58 | 0.62 | 0.69 | NA | NA | 0.76 | 0.17 | 0.88 | 0.98 | 0.96 | 0.95 | 0.84 | 0.92 | 0.93 | 0.92 | 0.9 | 0.93 | 0.89 | 0.95 | 0.89 | 0.96 | 0.93 | 0.89 | 0.86 | 0.85 | 0.9 | 0.88 | 0.92 |
Yield(%) | N/A | 19.4 | 11.4 | 10.6 | 9.2 | 6.8 | 7.7 | N/A | 11.2 | 9.8 | 7.0 | 5.8 | 15.0 | 8.2 | 8.3 | 8.3 | 10.1 | 2.3 | 3.8 | 5.5 | 2.1 | 2.3 | 5.9 | 12.4 | 4.6 | 1.3 | 2.3 | 1.6 | 0.0 | 0.3 |
Dividend Growth(%) | N/A | 217.6 | 1.1 | 59.0 | N/A | N/A | N/A | N/A | 17.6 | 45.9 | 37.0 | -69.3 | 97.8 | -5.3 | -7.8 | -22.7 | 407.7 | -36.6 | -35.9 | 178.3 | 4.5 | -69.9 | -53.8 | 182.1 | 273.3 | -40.0 | 66.7 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/17/2002
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