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WRAIX: WILMINGTON GLOBAL ALPHA EQUITIES FUND CLASS I SHARES (MUTUAL FUND)
Basic Info 12.58 0.02(0.16%) April 17
Asset Class: | Multialternative |
MyPlanIQ Rating: | (12%) |
Start Date: | 01/17/2012 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 1.50% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/17/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.3 | 1.2 | 6.8 | 2.9 | 3.7 | 3.1 | 3.3 | 7.7 | -3.3 | 5.9 | 1.0 | 12.3 | -2.7 | 9.7 | 0.8 | -2.7 | 0.6 | 7.8 | 3.1 |
Sharpe Ratio | NA | 1.35 | 1.04 | 0.2 | 0.28 | 0.3 | 0.33 | 0.7 | -0.56 | 1.22 | 0.05 | 2.68 | -0.57 | 2.76 | 0.13 | -0.44 | 0.14 | 0.54 | 1.27 |
Draw Down(%) | NA | 0.9 | 3.2 | 9.2 | 15.4 | 15.4 | 15.4 | 3.2 | 9.2 | 2.5 | 15.4 | 1.7 | 6.3 | 0.9 | 5.0 | 6.9 | 4.1 | 9.5 | 2.0 |
Standard Deviation(%) | NA | 3.8 | 4.5 | 6.2 | 8.8 | 7.2 | 7.7 | 5.0 | 8.4 | 4.8 | 15.9 | 4.1 | 7.0 | 3.3 | 4.4 | 6.1 | 3.8 | 14.2 | 2.5 |
Treynor Ratio | NA | 0.19 | 0.14 | 0.04 | 0.1 | 0.09 | 0.11 | 0.11 | -0.15 | 0.19 | 0.05 | 0.4 | -0.14 | 0.26 | 0.02 | -0.16 | 0.03 | 0.35 | 0.29 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | 0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.01 |
Beta | NA | 0.28 | 0.34 | 0.32 | 0.23 | 0.24 | 0.23 | 0.33 | 0.32 | 0.3 | 0.16 | 0.27 | 0.29 | 0.36 | 0.25 | 0.17 | 0.21 | 0.22 | 0.11 |
RSquared | NA | 0.69 | 0.77 | 0.79 | 0.32 | 0.35 | 0.25 | 0.75 | 0.86 | 0.69 | 0.13 | 0.7 | 0.53 | 0.52 | 0.54 | 0.2 | 0.38 | 0.03 | 0.31 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/17/2012
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