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WEHIX: HICKORY FUND HICKORY FUND (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/25/1995 |
Last Dividend Date: | 12/14/2022 |
12-Mo. Yield | 4.77% |
Expenses | 1.09% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 02/11/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | -14.4 | 10.0 | 2.8 | 4.0 | 6.2 | 7.5 | 6.9 | -3.5 | -21.7 | 10.3 | 5.9 | 36.1 | -13.5 | 8.0 | 10.2 | -7.6 | 2.3 | 27.8 | 19.0 | 1.5 | 38.8 | 36.5 | -41.6 | -13.1 | 22.8 | -0.2 | 22.6 | 47.9 | -29.0 | -4.6 | -17.2 | 36.7 | 33.0 | 39.2 | 28.2 | 33.8 |
Sharpe Ratio | NA | -0.75 | 0.44 | 0.08 | 0.2 | NA | NA | 0.38 | -1.05 | -0.99 | 0.67 | 0.16 | 2.69 | -1.06 | 0.96 | 0.74 | -0.62 | 0.22 | 3.43 | 1.77 | 0.06 | 2.52 | 1.35 | -1.15 | -1.03 | 1.87 | -0.26 | 2.19 | 3.17 | -1.01 | -0.3 | -0.96 | 2.36 | 1.44 | 2.11 | 1.64 | 3.55 |
Draw Down(%) | NA | 22.7 | 32.6 | 40.5 | 40.5 | NA | NA | 62.3 | 14.5 | 31.8 | 13.2 | 40.5 | 6.8 | 21.4 | 4.8 | 11.6 | 16.2 | 9.4 | 3.5 | 6.8 | 22.6 | 11.8 | 22.4 | 53.9 | 21.9 | 5.8 | 9.0 | 7.3 | 12.5 | 45.2 | 35.5 | 27.1 | 7.9 | 35.2 | 15.5 | 10.9 | 7.2 |
Standard Deviation(%) | NA | 22.9 | 20.4 | 21.8 | 17.2 | NA | NA | 18.9 | 18.6 | 23.3 | 15.3 | 35.1 | 12.9 | 14.0 | 7.7 | 13.4 | 12.4 | 10.0 | 8.1 | 10.8 | 23.5 | 15.4 | 27.0 | 36.8 | 15.8 | 10.5 | 9.3 | 9.9 | 14.9 | 29.7 | 23.6 | 22.1 | 14.1 | 20.7 | 16.8 | 14.9 | 13.8 |
Treynor Ratio | NA | -0.2 | 0.11 | 0.02 | 0.04 | NA | NA | 0.09 | -0.22 | -0.27 | 0.14 | 0.06 | 0.39 | -0.2 | 0.11 | 0.12 | -0.1 | 0.03 | 0.48 | 0.29 | 0.02 | 0.59 | 0.46 | -0.55 | -0.19 | 0.28 | -0.04 | 0.35 | 0.59 | -0.31 | -0.08 | -0.43 | 0.62 | 0.41 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | -0.02 | -0.02 | -0.02 | NA | NA | 0.01 | -0.1 | -0.03 | -0.02 | -0.04 | 0.03 | -0.03 | -0.02 | 0.0 | -0.03 | -0.03 | 0.03 | 0.03 | 0.01 | 0.07 | 0.02 | -0.05 | -0.08 | 0.04 | -0.04 | 0.03 | 0.06 | -0.07 | -0.01 | -0.1 | 0.1 | 0.09 | NA | NA | NA |
Beta | NA | 0.86 | 0.85 | 0.87 | 0.83 | NA | NA | 0.78 | 0.9 | 0.85 | 0.71 | 0.9 | 0.89 | 0.75 | 0.7 | 0.81 | 0.75 | 0.72 | 0.58 | 0.67 | 0.84 | 0.66 | 0.79 | 0.77 | 0.86 | 0.7 | 0.64 | 0.62 | 0.8 | 0.98 | 0.87 | 0.5 | 0.54 | 0.72 | NA | NA | NA |
RSquared | NA | 0.86 | 0.85 | 0.86 | 0.84 | NA | NA | 0.71 | 0.87 | 0.87 | 0.49 | 0.9 | 0.77 | 0.76 | 0.52 | 0.86 | 0.84 | 0.81 | 0.81 | 0.84 | 0.94 | 0.85 | 0.9 | 0.87 | 0.82 | 0.7 | 0.69 | 0.63 | 0.76 | 0.69 | 0.7 | 0.43 | 0.42 | 0.46 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 4.8 | 10.3 | 7.2 | 6.2 | 6.7 | 8.9 | N/A | 0.0 | 4.3 | 9.9 | 8.2 | 2.4 | 10.2 | 5.3 | 0.0 | 12.0 | 5.2 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 | 0.9 | 0.6 | 0.2 | 0.8 | 1.3 | 1.0 | 0.0 | 13.7 | 8.3 | 2.3 | 10.7 | 0.0 | 1.3 |
Dividend Growth(%) | N/A | -52.7 | 32.0 | 45.7 | 2490.7 | N/A | N/A | N/A | -100.0 | -52.6 | 15.9 | 359.4 | -82.2 | 98.5 | N/A | -100.0 | 126.6 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | -91.4 | 66.7 | 162.5 | -63.6 | -12.0 | -7.4 | 2600.0 | -99.8 | 105.8 | 375.9 | -72.7 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/11/1997
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