WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX)

Basic Info

WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND started on 12/19/1989
WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND is classified as asset class Foreign Large Value
WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND expense ratio is 1.78%
WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND rating is
Not Rated

WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) Dividend Info

WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) dividend growth in the last 12 months is 27.73%

The trailing 12-month yield of WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND is 2.04%. its dividend history:

DateDividend
03/23/2018 0.13
12/18/2017 0.174
03/17/2017 0.049
12/19/2016 0.189
03/18/2016 0.042
12/18/2015 0.168
03/18/2015 0.016
12/22/2014 0.311
03/19/2014 0.012
12/13/2013 0.534
03/27/2013 0.022
12/14/2012 0.256
03/15/2012 0.016
12/15/2011 0.213
03/18/2011 0.035
12/16/2010 0.18
03/03/2010 0.23
12/23/2008 0.583
03/28/2008 0.558
12/20/2007 1.205
03/16/2007 0.344
12/27/2006 0.169
12/15/2006 0.024
03/15/2006 0.151
03/18/2005 0.167
03/12/2004 0.088
03/14/2003 0.067
02/28/2003 0.044
01/31/2003 0.046
11/29/2002 0.044
05/31/2002 0.048
04/30/2002 0.047
12/08/2000 0.4
12/09/1999 2.01
03/19/1999 0.287
12/10/1998 0.882
03/26/1998 0.064
12/11/1997 0.37
03/18/1997 0.533
12/11/1996 1.11
12/20/1995 0.1
12/20/1994 0.05
06/15/1994 0.05
12/21/1993 0.02
06/16/1993 0.05
12/16/1992 0.03
06/18/1992 0.06
12/18/1991 0.06
06/19/1991 0.05
12/19/1990 0.07
06/20/1990 0.1
12/20/1989 0.045

Dividend Growth History for WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2018
2018 $0.13 0.78% -41.70% -
2017 $0.223 1.58% -3.46% -41.70%
2016 $0.231 1.63% 25.54% -24.98%
2015 $0.184 1.24% -43.03% -10.93%
2014 $0.323 2.01% -41.91% -20.35%
2013 $0.556 3.90% 104.41% -25.22%
2012 $0.272 2.10% 9.68% -11.58%
2011 $0.248 1.67% -39.51% -8.81%
2010 $0.41 2.78% - -13.37%
2008 $1.141 5.08% -26.34% -19.52%
2007 $1.549 6.76% 350.29% -20.17%
2006 $0.344 1.87% 105.99% -7.79%
2005 $0.167 1.11% 89.77% -1.91%
2004 $0.088 0.68% -43.95% 2.83%
2003 $0.157 1.57% 12.95% -1.25%
2002 $0.139 1.20% - -0.42%
2000 $0.4 2.08% -82.59% -6.05%
1999 $2.297 13.94% 142.81% -14.03%
1998 $0.946 5.89% 4.76% -9.45%
1997 $0.903 5.47% -18.65% -8.82%
1996 $1.11 7.44% 1,010.00% -9.29%
1995 $0.1 0.77% 0.00% 1.15%
1994 $0.1 0.74% 42.86% 1.10%
1993 $0.07 0.67% -22.22% 2.51%
1992 $0.09 0.81% -18.18% 1.42%
1991 $0.11 1.16% -35.29% 0.62%
1990 $0.17 1.64% 277.78% -0.95%
1989 $0.045 0.45% - 3.73%

Dividend Growth Chart for WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX)

WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) Historical Returns And Risk Info

From 06/20/1996 to 05/04/2018, the compound annualized total return (dividend reinvested) of WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) is 3.266%. Its cumulative total return (dividend reinvested) is 101.812%.

From 06/20/1996 to 05/04/2018, the Maximum Drawdown of WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) is 64.3%.

From 06/20/1996 to 05/04/2018, the Sharpe Ratio of WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) is 0.06.

From 06/20/1996 to 05/04/2018, the Annualized Standard Deviation of WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) is 17.2%.

From 06/20/1996 to 05/04/2018, the Beta of WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) is 0.8.

Last 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
RSquare 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

Return Calculator for WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX)

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WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) Historical Return Chart

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WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/20/1996 to 05/04/2018, the worst annualized return of 3-year rolling returns for WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) is -20.59%.
From 06/20/1996 to 05/04/2018, the worst annualized return of 5-year rolling returns for WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) is -10.39%.
From 06/20/1996 to 05/04/2018, the worst annualized return of 10-year rolling returns for WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) is -2%.
From 06/20/1996 to 05/04/2018, the worst annualized return of 20-year rolling returns for WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND WRIGHT INTERNATIONAL BLUE CHIP EQUITIES FUND (WIBCX) is 2.22%.

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