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WCAIX: WILMINGTON STRATEGIC ALLOCATION CONSERVATIVE FUND CLASS I SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/22/2005 |
| Last Dividend Date: | 12/29/2016 |
| 12-Mo. Yield | 1.79% |
| Expenses | 1.21% |
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Performance Analytics (As of 08/19/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/22/2005 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.6 | 2.4 | 3.6 | 1.6 | 2.8 | -1.1 | 2.4 | 3.6 | 9.1 | 0.9 | 9.0 | 15.4 | -15.4 | 6.6 | 8.8 | -0.2 |
| Sharpe Ratio | NA | 0.63 | 0.47 | 0.74 | 0.39 | 0.46 | 1.44 | 0.71 | -0.3 | 0.74 | 1.15 | 2.58 | 0.09 | 1.58 | 2.05 | -1.38 | 0.64 | 1.34 | -11.14 |
| Draw Down(%) | NA | 2.7 | 5.8 | 5.8 | 23.8 | 23.8 | 1.2 | 2.7 | 4.4 | 2.0 | 3.8 | 2.5 | 9.4 | 3.8 | 9.3 | 22.6 | 3.6 | 4.2 | 0.4 |
| Standard Deviation(%) | NA | 3.5 | 3.5 | 3.4 | 6.4 | 6.1 | 3.3 | 3.6 | 3.6 | 3.2 | 3.2 | 3.5 | 9.4 | 5.6 | 7.4 | 11.8 | 5.6 | 4.2 | 2.2 |
| Treynor Ratio | NA | 0.03 | 0.03 | 0.04 | 0.03 | 0.04 | 0.08 | 0.04 | -0.02 | 0.04 | 0.06 | 0.12 | 0.01 | 0.09 | 0.24 | -0.26 | 0.04 | 0.07 | -0.12 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | -0.05 | 0.0 | 0.02 | -0.04 | 0.01 | 0.0 | 0.16 |
| Beta | NA | 0.7 | 0.57 | 0.6 | 0.72 | 0.72 | 0.59 | 0.7 | 0.46 | 0.65 | 0.61 | 0.77 | 1.47 | 0.95 | 0.63 | 0.62 | 0.81 | 0.81 | 2.1 |
| RSquared | NA | 0.6 | 0.55 | 0.62 | 0.57 | 0.58 | 0.28 | 0.76 | 0.46 | 0.55 | 0.82 | 0.6 | 0.82 | 0.86 | 0.59 | 0.49 | 0.68 | 0.7 | 0.83 |
| Yield(%) | N/A | 1.8 | 2.8 | 2.7 | 2.9 | N/A | 0.0 | 2.1 | 3.3 | 3.3 | 2.7 | 2.7 | 2.5 | 3.8 | 4.0 | 3.1 | 4.0 | 2.9 | 0.0 |
| Dividend Growth(%) | N/A | -49.6 | 12.8 | -18.6 | N/A | N/A | -100.0 | -39.3 | -0.6 | 23.9 | 4.3 | 6.9 | -30.2 | 3.9 | 6.2 | -21.7 | 44.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/22/2005
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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