Find A Portfolio/Ticker
Comparison Box
WESIX: GAMCO Westwood Income I (MUTUAL FUND)
Basic Info 16.98 0.03(0.18%) May 13
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (92%) |
| Start Date: | 10/31/2008 |
| Last Dividend Date: | 03/29/2021 |
| 12-Mo. Yield | 3.20% |
| Expenses | 1.75% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/11/2021)
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(%) | -3.2 | -4.6 | 29.2 | 12.6 | 13.8 | 9.8 | 10.4 | 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 | -0.05 | 2.24 | 0.95 | 1.09 | 0.73 | 0.47 | 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 | 11.3 | 11.3 | 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 | 17.5 | 14.8 | 14.6 | 12.7 | 13.4 | 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 | -0.02 | 0.8 | 0.29 | 0.27 | 0.15 | 0.11 | 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 | -0.11 | 0.05 | 0.03 | 0.03 | 0.01 | 0.0 | 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 | 0.53 | 0.42 | 0.48 | 0.51 | 0.65 | 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 | 0.17 | 0.27 | 0.59 | 0.59 | 0.73 | 0.85 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE VALUE Asset Class Trend Rankings |
Top Rated Funds in LARGE VALUE
Best Mutual Funds
- NPNCX (Neuberger Berman Large Cap Value C) 0.80% (100%)
- DHTYX (Diamond Hill Select Y) 2.01% (100%)
- MRIEX (Meridian Equity Income Investor) 0.30% (99%)
- MEIFX (Meridian Equity Income) 0.30% (99%)
- EVSIX (Wells Fargo Advantage Discp US Core I) 1.30% (98%)
- QIACX (Federated MDT All Cap Core Instl) 1.24% (98%)
- BAEIX (Sterling Capital Equity Income A) 1.38% (97%)
- FAIRX (Fairholme) 1.52% (97%)
- DHLYX (Diamond Hill Large Cap Y) 1.31% (97%)
- DODGX (Dodge & Cox Stock) 1.22% (96%)
Best ETFs
- SCHD (Schwab US Dividend Equity ETF) 1.77% (100%)
- FNDB (Schwab Fundamental US Broad Market ETF) 1.49% (98%)
- FNDX (Schwab Fundamental US Large Company ETF) 1.50% (98%)
- RWL (RevenueShares Large Cap ETF) 1.40% (95%)
- PRF (PowerShares FTSE RAFI US 1000 ETF) 1.39% (92%)
- DIA (SPDR Dow Jones Industrial Average ETF) 1.32% (90%)
- PFM (PowerShares Dividend Achievers ETF) 1.46% (84%)
- SDY (SPDR S&P Dividend ETF) 2.00% (79%)
- DEF (Guggenheim Defensive Equity ETF) 1.23% (77%)
- MGV (Vanguard Mega Cap Value ETF) 1.32% (76%)
Best Closed End Funds
- CII (BlackRock Enhanced Capital and Income) 0.56% (98%)
- EVT (Eaton Vance Tax Advantaged Dividend Inc) 2.00% (97%)
- TY (Tri-Continental) 0.76% (90%)
- BIF (Boulder Growth & Income Common) 1.74% (82%)
- GDV (Gabelli Dividend & Income) 0.60% (74%)
- BDJ (BlackRock Enhanced Dividend Achievers) 0.71% (70%)
- NFJ (NFJ Dividend, Interest & Premium Strat) 0.65% (59%)
Latest Articles Related to WESIX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments