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WSBEX: WRIGHT SELECTED BLUE CHIP EQUITIES FUND WRIGHT SELECTED BLUE CHIP EQUITIES FUND (MUTUAL FUND)
Basic Info
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | Not Rated |
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 06/21/1996 |
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 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 1.6 | 2.1 | 9.4 | 10.0 | 6.2 | 8.1 | -3.3 | 16.5 | 6.0 | -0.2 | 7.9 | 39.8 | 16.0 | -1.2 | 24.5 | 38.6 | -39.8 | 11.6 | 3.8 | 14.8 | 15.7 | 30.1 | -17.0 | -10.2 | 10.7 | 5.8 | 0.1 | 32.7 | 18.6 | 23.1 | -6.0 | 2.1 | -12.8 | 26.1 | -7.9 | 14.0 | 15.8 | -11.7 | 6.4 | 27.2 | -0.9 | 10.7 |
Sharpe Ratio | NA | 0.62 | 0.25 | 0.54 | 0.35 | NA | NA | 0.26 | -0.61 | 1.54 | 0.36 | -0.02 | 0.36 | 3.03 | 1.06 | -0.04 | 1.16 | 1.23 | -0.93 | 0.49 | 0.03 | 0.93 | 1.08 | 1.91 | -0.72 | -0.6 | 0.25 | 0.18 | -0.17 | 2.37 | 1.62 | 2.38 | -1.13 | 0.0 | -0.76 | 1.67 | -0.96 | 0.66 | 0.85 | -0.58 | 0.14 | 1.99 | -0.56 | 0.88 |
Draw Down(%) | NA | 10.5 | 20.8 | 20.8 | 55.1 | NA | NA | 57.8 | 10.5 | 5.1 | 12.9 | 11.5 | 11.6 | 6.3 | 13.1 | 26.0 | 16.9 | 27.7 | 53.1 | 13.1 | 14.1 | 8.1 | 11.2 | 13.3 | 31.1 | 29.1 | 13.2 | 10.9 | 31.1 | 8.7 | 8.4 | 6.1 | 9.3 | 5.5 | 17.6 | 7.1 | 18.4 | 12.6 | 8.2 | 36.2 | 9.7 | 6.8 | 10.7 | 3.0 |
Standard Deviation(%) | NA | 12.6 | 14.6 | 16.1 | 23.3 | NA | NA | 18.5 | 17.0 | 10.3 | 16.0 | 15.6 | 22.1 | 13.1 | 15.1 | 27.0 | 21.1 | 31.3 | 43.5 | 17.7 | 15.0 | 13.5 | 13.7 | 15.4 | 25.0 | 21.1 | 26.5 | 14.2 | 18.4 | 12.3 | 9.2 | 8.1 | 8.0 | 7.5 | 19.9 | 13.3 | 13.6 | 12.4 | 13.1 | 26.8 | 16.5 | 11.1 | 13.5 | 9.4 |
Treynor Ratio | NA | 0.08 | 0.04 | 0.08 | 0.08 | NA | NA | 0.05 | -0.12 | 0.13 | 0.06 | 0.0 | 0.07 | 0.4 | 0.17 | -0.01 | 0.25 | 0.4 | -0.42 | 0.08 | 0.0 | 0.12 | 0.14 | 0.31 | -0.18 | -0.15 | 0.08 | 0.04 | -0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.01 | -0.04 | -0.02 | -0.02 | 0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | -0.04 | 0.0 | -0.02 | 0.0 | -0.01 | -0.03 | 0.01 | -0.01 | -0.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.95 | 1.0 | 1.03 | 0.98 | NA | NA | 0.95 | 0.87 | 1.21 | 1.01 | 0.98 | 1.21 | 1.0 | 0.98 | 0.98 | 0.96 | 0.95 | 0.96 | 1.02 | 1.17 | 1.05 | 1.06 | 0.93 | 0.99 | 0.84 | 0.83 | 0.69 | 0.82 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.79 | 0.89 | 0.72 | 0.91 | NA | NA | 0.68 | 0.78 | 0.85 | 0.94 | 0.92 | 0.46 | 0.9 | 0.92 | 0.98 | 0.97 | 0.98 | 0.98 | 0.93 | 0.95 | 0.89 | 0.95 | 0.97 | 0.99 | 0.84 | 0.81 | 0.69 | 0.73 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 15.1 | 8.0 | 11.4 | 8.8 | 11.2 | 5.8 | N/A | 8.1 | 9.0 | 2.5 | 10.3 | 17.8 | 15.0 | 3.8 | 0.0 | 0.7 | 0.0 | 8.3 | 20.3 | 9.5 | 15.9 | 4.2 | 1.4 | 3.7 | 3.6 | 22.2 | 18.8 | 7.9 | 21.8 | 13.0 | 1.5 | 1.2 | 1.2 | 1.2 | 1.8 | 2.1 | 2.3 | 2.2 | 2.4 | 2.4 | 3.9 | 4.2 | 2.5 |
Dividend Growth(%) | N/A | 397.8 | -36.7 | 579.3 | -48.6 | N/A | N/A | N/A | -2.8 | 282.1 | -78.6 | -47.4 | 40.7 | 353.8 | N/A | -100.0 | N/A | -100.0 | -63.6 | 98.4 | -39.1 | 314.0 | 284.6 | -69.8 | -10.4 | -85.4 | -0.9 | 118.4 | -60.3 | 74.9 | 995.0 | 11.1 | 5.9 | -15.0 | -20.0 | -21.9 | 3.2 | 14.8 | -18.2 | 6.5 | -26.2 | -12.5 | 77.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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