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WSDVX: Wisdom Inv (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/13/2001 |
Last Dividend Date: | 12/30/2009 |
12-Mo. Yield | 1.71% |
Expenses | - |
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Performance Analytics (As of 03/05/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/13/2001 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 67.7 | -6.0 | -1.8 | 1.5 | -0.2 | 19.5 | -32.4 | 0.5 | 12.9 | 0.2 | 10.1 | 17.8 | -4.3 | 0.4 |
Sharpe Ratio | NA | 3.1 | -0.26 | -0.16 | 0.0 | -0.13 | 0.71 | -0.93 | -0.19 | 1.17 | -0.17 | 1.24 | 1.68 | -0.42 | -0.13 |
Draw Down(%) | NA | 5.8 | 55.4 | 55.4 | 55.4 | 4.7 | 31.8 | 41.5 | 8.3 | 5.7 | 6.1 | 6.4 | 9.9 | 15.6 | 12.4 |
Standard Deviation(%) | NA | 21.8 | 27.4 | 22.3 | 17.9 | 11.0 | 27.5 | 35.8 | 13.4 | 8.2 | 11.1 | 7.4 | 10.2 | 12.9 | 12.1 |
Treynor Ratio | NA | 0.74 | -0.08 | -0.04 | 0.0 | -0.03 | 0.2 | -0.39 | -0.03 | 0.13 | -0.03 | 0.16 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.05 | -0.04 | -0.01 | -0.04 | -0.02 | 0.0 | -0.02 | 0.0 | -0.02 | 0.02 | NA | NA | NA |
Beta | NA | 0.91 | 0.88 | 0.87 | 0.86 | 0.58 | 0.97 | 0.86 | 0.8 | 0.73 | 0.7 | 0.58 | NA | NA | NA |
RSquared | NA | 0.9 | 0.93 | 0.9 | 0.78 | 0.78 | 0.93 | 0.96 | 0.89 | 0.82 | 0.42 | 0.7 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.7 | 6.3 | 6.4 | N/A | 0.0 | 1.1 | 5.4 | 13.0 | 8.5 | 5.8 | 1.4 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -86.0 | 19.1 | N/A | N/A | -100.0 | -86.9 | -64.1 | 58.9 | 40.8 | 347.1 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/13/2001
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