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WSBEX: WRIGHT SELECTED BLUE CHIP EQUITIES FUND WRIGHT SELECTED BLUE CHIP EQUITIES FUND (MUTUAL FUND)
Basic Info
See more info about WSBEXAsset Class: | MID-CAP BLEND |
MyPlanIQ Rating: |
Not Rated
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Start Date: | 03/31/1983 |
Last Dividend Date: | 03/23/2018 |
12-Mo. Yield | 15.09% |
Expenses | 1.40% |
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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 03/31/1983 | 2018 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) ? | 0.0 | 0.0 | 1.6 | 2.1 | 9.4 | 10.0 | 6.2 | 7.4 | -3.3 |
Sharpe Ratio ? | NA | 0.62 | 0.25 | 0.54 | 0.35 | NA | NA | 0.26 | -0.61 |
Draw Down(%) ? | NA | 10.5 | 20.8 | 20.8 | 55.1 | NA | NA | 57.8 | 10.5 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/1983
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See MID-CAP BLEND Asset Class Trend Rankings |
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