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WDJAX: Wells Dow Jones US REIT Index A (MUTUAL FUND)
Basic Info
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/17/1998 |
| Last Dividend Date: | 09/30/2009 |
| 12-Mo. Yield | 4.14% |
| Expenses | - |
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Performance Analytics (As of 02/02/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/17/1998 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 41.0 | -25.2 | -6.2 | 5.6 | 4.5 | 0.0 | 17.8 | -38.2 | -37.2 | 34.3 | 10.1 | 30.1 | 33.8 | 3.0 | 12.7 | 27.4 | -6.2 | 0.5 |
| Sharpe Ratio | NA | 0.65 | -0.42 | -0.17 | 0.1 | 0.07 | 0.0 | 0.26 | -0.51 | -1.11 | 2.12 | 0.49 | 1.63 | 2.84 | 0.12 | 0.99 | 2.08 | -0.95 | 0.08 |
| Draw Down(%) | NA | 34.2 | 80.7 | 80.7 | 80.7 | 80.7 | 0.0 | 43.6 | 65.1 | 45.0 | 10.4 | 11.8 | 18.3 | 7.2 | 18.6 | 11.9 | 8.3 | 20.8 | 4.3 |
| Standard Deviation(%) | NA | 63.2 | 62.7 | 49.5 | 36.3 | 34.5 | NA | 68.3 | 76.1 | 36.4 | 14.6 | 16.0 | 17.9 | 11.7 | 14.9 | 10.5 | 11.2 | 10.0 | 8.8 |
| Treynor Ratio | NA | 0.41 | -0.26 | -0.08 | 0.04 | 0.02 | NA | 0.17 | -0.38 | -0.43 | 0.31 | 0.08 | 0.29 | 0.33 | 0.02 | 0.11 | 0.24 | -0.1 | 0.01 |
| Alpha | NA | -0.02 | -0.04 | -0.03 | -0.01 | -0.01 | 0.0 | -0.04 | 0.0 | -0.1 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | 0.04 |
| Beta | NA | 1.0 | 1.01 | 1.01 | 1.01 | 1.01 | 0.0 | 1.01 | 1.02 | 0.95 | 1.0 | 1.02 | 1.01 | 1.01 | 1.0 | 0.99 | 0.98 | 0.93 | 0.59 |
| RSquared | NA | 0.97 | 0.94 | 0.94 | 0.94 | 0.94 | 0.0 | 0.98 | 1.0 | 0.5 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.9 | 0.8 | 0.58 |
| Yield(%) | N/A | 4.1 | 2.9 | 8.3 | 12.1 | N/A | 0.0 | 3.6 | 10.0 | 2.3 | 15.0 | 12.9 | 13.4 | 8.2 | 7.4 | 6.4 | 7.2 | 6.1 | 1.5 |
| Dividend Growth(%) | N/A | -81.8 | -72.0 | 24.9 | N/A | N/A | -100.0 | -81.8 | 164.2 | -82.2 | 17.6 | 10.0 | 103.7 | 5.8 | 24.7 | 6.4 | 0.6 | 317.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/1998
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See REAL ESTATE Asset Class Trend Rankings |
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Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) (96%)
- RWR (SPDR Dow Jones REIT ETF) (95%)
- PSR (Invesco Active U.S. Real Estate Fund) (94%)
- FRI (First Trust S&P REIT Index Fund) (93%)
- REM (iShares Mortgage Real Estate ETF) (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) (91%)
- SCHH (Schwab U.S. REIT ETF) (17%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) (16%)
- MORT (VanEck Mortgage REIT Income ETF) (13%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (13%)
Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) (99%)
- NRO (Neuberger Berman RE Securities IF) (98%)
- JRS (Nuveen Real Estate Fund) (97%)
- PGZ (Principal Real Estate Income Closed Fund) (94%)
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