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WIBCX: WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Value |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/19/1989 |
Last Dividend Date: | 03/23/2018 |
12-Mo. Yield | 2.04% |
Expenses | 1.78% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/20/1996 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.6 | 1.5 | 3.6 | 5.6 | 2.3 | 3.3 | -2.7 | 19.5 | -1.0 | -2.0 | -6.5 | 20.7 | 13.3 | -13.6 | 5.8 | 33.8 | -47.7 | 5.5 | 28.5 | 21.1 | 17.7 | 33.2 | -13.4 | -24.2 | -18.1 | 34.3 | 6.1 | 1.5 | 20.7 | 13.6 | -1.6 | 28.2 | -3.9 | 17.2 | -6.9 | 3.5 |
Sharpe Ratio | NA | 0.84 | 0.08 | 0.23 | -0.03 | NA | NA | 0.06 | -0.66 | 2.58 | -0.07 | -0.14 | -0.52 | 1.6 | 0.8 | -0.54 | 0.29 | 1.24 | -1.17 | 0.15 | 1.67 | 1.8 | 1.29 | 2.34 | -0.77 | -1.37 | -1.12 | 1.94 | 0.15 | -4.73 | 2.6 | 1.15 | -0.52 | 2.98 | -0.58 | 0.93 | -0.91 | 42.62 |
Draw Down(%) | NA | 9.5 | 22.2 | 24.9 | 61.7 | NA | NA | 64.3 | 9.5 | 2.7 | 12.8 | 15.7 | 15.5 | 9.0 | 18.0 | 29.4 | 20.9 | 28.0 | 57.3 | 14.4 | 16.4 | 7.8 | 11.0 | 13.4 | 25.2 | 38.9 | 25.5 | 12.1 | 26.7 | 12.0 | 4.0 | 4.9 | 9.3 | 4.7 | 12.9 | 11.5 | 18.8 | 0.0 |
Standard Deviation(%) | NA | 9.6 | 14.0 | 13.6 | 21.3 | NA | NA | 17.2 | 13.4 | 7.4 | 17.6 | 15.3 | 12.5 | 12.9 | 16.7 | 25.2 | 19.3 | 27.1 | 41.5 | 16.5 | 15.1 | 10.6 | 13.0 | 13.9 | 18.8 | 19.7 | 19.7 | 16.0 | 18.4 | 11.3 | 6.6 | 8.5 | 8.8 | 8.7 | 10.8 | 14.5 | 13.3 | 5.7 |
Treynor Ratio | NA | 0.1 | 0.01 | 0.04 | -0.01 | NA | NA | 0.01 | -0.11 | 0.24 | -0.01 | -0.02 | -0.07 | 0.26 | 0.15 | -0.17 | 0.08 | 0.44 | -0.64 | 0.04 | 0.28 | 0.25 | 0.17 | 0.38 | -0.17 | -0.33 | -0.21 | 0.37 | 0.04 | -0.78 | 0.24 | 0.16 | -0.06 | 0.46 | -0.08 | 0.15 | -0.14 | 3.93 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.03 | -0.01 | -0.02 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | 0.03 | -0.09 | -0.01 | 0.01 | 0.02 | -0.01 | -0.01 | -0.01 | -0.06 | -0.04 | 0.05 | -0.03 | -0.05 | 0.04 | 0.02 | -0.02 | 0.04 | 0.01 | 0.03 | 0.01 | 0.19 |
Beta | NA | 0.8 | 0.83 | 0.85 | 0.79 | NA | NA | 0.8 | 0.79 | 0.78 | 0.86 | 0.84 | 0.94 | 0.8 | 0.87 | 0.83 | 0.75 | 0.76 | 0.75 | 0.64 | 0.89 | 0.77 | 0.99 | 0.86 | 0.85 | 0.83 | 1.06 | 0.85 | 0.78 | 0.69 | 0.72 | 0.6 | 0.75 | 0.57 | 0.77 | 0.9 | 0.84 | 0.62 |
RSquared | NA | 0.65 | 0.73 | 0.73 | 0.67 | NA | NA | 0.65 | 0.67 | 0.58 | 0.78 | 0.75 | 0.72 | 0.65 | 0.76 | 0.77 | 0.71 | 0.66 | 0.58 | 0.52 | 0.73 | 0.59 | 0.92 | 0.88 | 0.79 | 0.67 | 0.43 | 0.38 | 0.71 | 0.69 | 0.55 | 0.45 | 0.54 | 0.38 | 0.54 | 0.76 | 0.76 | 0.71 |
Yield(%) | N/A | 2.0 | 1.6 | 2.2 | 1.5 | 3.8 | 2.7 | N/A | 0.8 | 1.6 | 1.6 | 1.2 | 2.0 | 3.9 | 2.1 | 1.7 | 2.8 | 0.0 | 5.1 | 6.8 | 1.9 | 1.1 | 0.7 | 1.6 | 1.2 | 0.0 | 2.1 | 13.9 | 5.9 | 5.5 | 7.4 | 0.8 | 0.7 | 0.7 | 0.8 | 1.2 | 1.6 | 0.4 |
Dividend Growth(%) | N/A | 27.7 | -34.7 | 5.9 | -52.0 | N/A | N/A | N/A | -41.7 | -3.5 | 25.5 | -43.0 | -41.9 | 104.4 | 9.7 | -39.5 | N/A | -100.0 | -26.3 | 350.3 | 106.0 | 89.8 | -43.9 | 12.9 | N/A | -100.0 | -82.6 | 142.8 | 4.8 | -18.6 | 1010.0 | 0.0 | 42.9 | -22.2 | -18.2 | -35.3 | 277.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1996
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