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FWRLX: WIRELESS PORTFOLIO WIRELESS PORTFOLIO (MUTUAL FUND)
Basic Info 15.65 0.9(5.44%) June 05
| Asset Class: | Communications |
| MyPlanIQ Rating: | (75%) |
| Start Date: | 11/01/2000 |
| Last Dividend Date: | 04/10/2026 |
| 12-Mo. Yield | 7.03% |
| Expenses | 0.79% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/01/2000 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 33.6 | 42.9 | 24.1 | 10.1 | 14.9 | 12.2 | 10.8 | 6.7 | 7.4 | 17.1 | 26.0 | -27.9 | 12.1 | 33.4 | 40.2 | -6.4 | 25.0 | 10.1 | -3.1 | 2.9 | 28.3 | 16.3 | -1.0 | 15.2 | 59.0 | -49.6 | 27.5 | 8.7 | 17.3 | 42.5 | 68.3 | -55.2 | -34.7 | -18.9 |
| Sharpe Ratio | NA | 5.91 | 3.0 | 1.39 | 0.43 | 0.73 | NA | NA | 0.23 | 0.27 | 1.01 | 1.5 | -1.11 | 0.86 | 1.04 | 2.96 | -0.48 | 3.05 | 0.62 | -0.19 | 0.24 | 2.48 | 1.2 | -0.04 | 0.75 | 1.88 | -1.05 | 1.14 | 0.34 | 1.24 | 2.04 | 2.8 | -1.41 | -1.02 | -1.61 |
| Draw Down(%) | NA | 5.2 | 6.7 | 15.8 | 32.0 | 32.0 | NA | NA | 79.4 | 15.8 | 9.0 | 11.5 | 32.0 | 8.8 | 27.6 | 7.9 | 17.2 | 5.5 | 11.0 | 14.4 | 7.9 | 7.7 | 12.8 | 19.5 | 12.1 | 13.2 | 61.2 | 15.0 | 17.0 | 7.5 | 10.9 | 14.9 | 61.5 | 48.3 | 25.3 |
| Standard Deviation(%) | NA | 17.4 | 14.3 | 15.3 | 17.9 | 18.2 | NA | NA | 23.2 | 16.9 | 13.4 | 15.0 | 26.4 | 14.1 | 31.6 | 13.1 | 16.1 | 8.0 | 15.9 | 16.3 | 12.1 | 11.4 | 13.7 | 24.4 | 20.2 | 31.4 | 48.0 | 21.4 | 15.5 | 12.2 | 20.3 | 24.2 | 40.1 | 36.8 | 48.3 |
| Treynor Ratio | NA | 1.2 | 0.52 | 0.26 | 0.08 | 0.15 | NA | NA | 0.05 | 0.06 | 0.15 | 0.22 | -0.28 | 0.13 | 0.39 | 0.41 | -0.09 | 0.28 | 0.09 | -0.03 | 0.03 | 0.33 | 0.17 | -0.01 | 0.15 | 0.57 | -0.46 | 0.22 | 0.04 | 0.16 | 0.29 | 0.6 | -0.48 | -0.26 | -0.46 |
| Alpha | NA | 0.2 | 0.06 | 0.02 | -0.01 | 0.0 | NA | NA | -0.01 | -0.02 | -0.02 | 0.0 | -0.04 | -0.05 | 0.06 | 0.03 | -0.01 | 0.02 | -0.01 | -0.02 | -0.03 | 0.0 | 0.0 | -0.01 | 0.0 | 0.09 | -0.06 | 0.08 | -0.03 | 0.05 | 0.09 | 0.1 | -0.18 | -0.08 | -0.18 |
| Beta | NA | 0.86 | 0.83 | 0.83 | 0.94 | 0.9 | NA | NA | 1.04 | 0.75 | 0.88 | 1.01 | 1.05 | 0.96 | 0.84 | 0.94 | 0.86 | 0.86 | 1.07 | 0.95 | 0.9 | 0.86 | 0.96 | 0.98 | 1.03 | 1.03 | 1.1 | 1.12 | 1.27 | 0.94 | 1.43 | 1.12 | 1.18 | 1.45 | 1.69 |
| RSquared | NA | 0.44 | 0.47 | 0.65 | 0.78 | 0.8 | NA | NA | 0.74 | 0.69 | 0.7 | 0.77 | 0.93 | 0.79 | 0.85 | 0.8 | 0.83 | 0.52 | 0.78 | 0.82 | 0.72 | 0.69 | 0.79 | 0.88 | 0.84 | 0.8 | 0.88 | 0.7 | 0.68 | 0.63 | 0.61 | 0.63 | 0.58 | 0.72 | 0.66 |
| Yield(%) | N/A | 1.7 | 6.9 | 9.6 | 6.4 | 10.0 | 9.3 | 9.2 | N/A | 11.1 | 9.8 | 2.9 | 6.1 | 7.9 | 8.4 | 3.7 | 12.9 | 4.4 | 6.8 | 7.6 | 16.2 | 1.2 | 1.9 | 4.8 | 1.2 | 1.3 | 0.7 | 4.1 | 6.4 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -85.3 | -46.8 | 33.3 | 15.5 | 142.9 | N/A | N/A | N/A | 22.9 | 306.8 | -68.4 | -17.9 | 12.6 | 209.8 | -76.7 | 255.3 | -32.8 | -20.3 | -58.7 | 1596.0 | -29.3 | -62.8 | 353.0 | 38.3 | 0.0 | -79.3 | -34.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/01/2000
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* Day change on 06/05/2026.Latest Articles Related to FWRLX
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