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WESIX: GAMCO Westwood Income I (MUTUAL FUND)
Basic Info 18.84 0.19(1.00%) February 23
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 10/31/2008 |
| Last Dividend Date: | 11/25/2020 |
| 12-Mo. Yield | 1.41% |
| Expenses | 1.75% |
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Performance Analytics (As of 02/19/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.9 | 5.4 | 30.3 | 17.8 | 17.7 | 11.0 | 11.5 | 27.5 | 24.7 | -0.6 | 18.0 | 6.5 | -6.3 | 6.8 | 27.7 | 9.5 | 2.7 | 13.6 | 18.0 | -24.8 |
| SR | NA | 5.99 | 1.56 | 1.29 | 1.42 | 0.83 | 0.52 | 1.39 | 2.73 | -0.18 | 2.52 | 0.46 | -0.4 | 0.59 | 2.78 | 0.99 | 0.14 | 0.99 | 0.71 | -0.82 |
| DD(%) | NA | 2.7 | 23.6 | 23.6 | 23.6 | 23.6 | 48.3 | 23.6 | 3.8 | 13.6 | 3.4 | 12.1 | 16.2 | 9.7 | 5.0 | 7.4 | 15.1 | 11.6 | 28.9 | 40.7 |
| SD(%) | NA | 13.9 | 20.0 | 13.9 | 12.4 | 13.3 | 17.0 | 19.5 | 8.6 | 10.8 | 6.9 | 13.8 | 15.7 | 11.6 | 10.0 | 9.6 | 19.0 | 13.7 | 25.3 | 38.0 |
| TR | NA | 1.3 | 0.67 | 0.37 | 0.34 | 0.17 | 0.12 | 0.59 | 0.4 | -0.04 | 0.28 | 0.07 | -0.06 | 0.07 | 0.32 | 0.13 | 0.03 | 0.19 | 0.23 | -0.39 |
| Alpha(%) | NA | 0.15 | 0.09 | 0.05 | 0.04 | 0.01 | 0.01 | 0.09 | 0.03 | 0.01 | 0.03 | -0.03 | -0.02 | -0.02 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | -0.02 |
| Beta(%) | NA | 0.64 | 0.47 | 0.49 | 0.52 | 0.66 | 0.72 | 0.46 | 0.58 | 0.54 | 0.63 | 0.97 | 0.99 | 1.02 | 0.87 | 0.74 | 0.78 | 0.73 | 0.78 | 0.79 |
| RS | NA | 0.45 | 0.7 | 0.66 | 0.64 | 0.76 | 0.86 | 0.71 | 0.61 | 0.62 | 0.41 | 0.87 | 0.95 | 0.92 | 0.94 | 0.95 | 0.96 | 0.95 | 0.96 | 0.98 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/31/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
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