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WIREX: WIRELESS FUND WIRELESS FUND (MUTUAL FUND)
Basic Info 27.51 1.7(5.82%) June 05
| Asset Class: | Communications |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 05/10/2000 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 4.27% |
| Expenses | 1.95% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | -4.7 | 17.4 | 49.9 | 33.6 | 14.7 | 16.8 | 13.5 | 11.4 | 3.6 | 26.4 | 38.2 | 57.7 | -38.8 | 5.0 | 26.7 | 37.0 | -4.5 | 29.8 | 7.0 | 3.6 | 10.9 | 22.6 | 15.7 | -14.0 | 14.8 | 56.8 | -53.4 | 31.8 | 26.9 | 9.2 | -5.2 | 77.9 | -55.2 | -54.3 | -33.4 |
| Sharpe Ratio | NA | 2.64 | 2.71 | 1.36 | 0.5 | 0.61 | NA | NA | 0.07 | 0.86 | 1.49 | 2.65 | -1.14 | 0.18 | 0.66 | 1.89 | -0.28 | 3.15 | 0.43 | 0.22 | 0.8 | 2.07 | 1.03 | -0.58 | 0.74 | 1.7 | -1.1 | 1.3 | 1.3 | 0.48 | -0.23 | 2.41 | -1.1 | -0.98 | -0.75 |
| Draw Down(%) | NA | 14.5 | 16.2 | 26.6 | 49.0 | 49.0 | NA | NA | 92.0 | 26.6 | 16.6 | 12.0 | 40.9 | 16.5 | 30.2 | 12.4 | 19.3 | 5.4 | 11.1 | 14.5 | 8.1 | 7.8 | 13.6 | 23.7 | 11.8 | 22.1 | 61.4 | 11.8 | 19.2 | 19.9 | 42.7 | 19.2 | 68.6 | 67.3 | 54.7 |
| Standard Deviation(%) | NA | 24.4 | 21.1 | 24.0 | 26.8 | 25.6 | NA | NA | 30.3 | 27.5 | 23.2 | 20.6 | 35.4 | 27.2 | 40.1 | 18.8 | 21.2 | 9.3 | 15.9 | 16.1 | 13.6 | 10.9 | 15.3 | 24.3 | 19.9 | 33.3 | 49.4 | 22.2 | 18.1 | 14.6 | 27.5 | 32.0 | 51.3 | 58.5 | 68.6 |
| Treynor Ratio | NA | 0.39 | 0.37 | 0.23 | 0.1 | 0.13 | NA | NA | 0.02 | 0.18 | 0.22 | 0.4 | -0.29 | 0.04 | 0.28 | 0.26 | -0.05 | 0.27 | 0.06 | 0.04 | 0.11 | 0.28 | 0.15 | -0.15 | 0.14 | 0.51 | -0.49 | 0.24 | 0.16 | 0.06 | -0.03 | 0.52 | -0.35 | -0.26 | -0.18 |
| Alpha | NA | 0.05 | 0.04 | 0.01 | 0.0 | 0.0 | NA | NA | -0.02 | 0.02 | 0.0 | 0.06 | -0.07 | -0.1 | 0.04 | -0.02 | 0.01 | 0.02 | -0.02 | 0.01 | -0.01 | -0.01 | 0.0 | -0.07 | 0.0 | 0.08 | -0.09 | 0.09 | 0.02 | 0.02 | -0.08 | 0.09 | -0.13 | -0.14 | -0.08 |
| Beta | NA | 1.64 | 1.55 | 1.44 | 1.38 | 1.2 | NA | NA | 1.28 | 1.35 | 1.59 | 1.37 | 1.37 | 1.32 | 0.95 | 1.36 | 1.15 | 1.06 | 1.08 | 0.94 | 1.03 | 0.8 | 1.05 | 0.97 | 1.02 | 1.12 | 1.12 | 1.22 | 1.46 | 1.08 | 1.82 | 1.49 | 1.6 | 2.17 | 2.83 |
| RSquared | NA | 0.83 | 0.76 | 0.79 | 0.76 | 0.72 | NA | NA | 0.65 | 0.84 | 0.75 | 0.75 | 0.88 | 0.42 | 0.69 | 0.81 | 0.87 | 0.59 | 0.79 | 0.82 | 0.74 | 0.66 | 0.76 | 0.86 | 0.85 | 0.84 | 0.86 | 0.77 | 0.66 | 0.59 | 0.54 | 0.63 | 0.65 | 0.63 | 0.65 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.1 | 2.7 | 0.7 | 0.0 | 0.0 | 0.0 | 24.0 | 4.9 | 0.0 | 0.0 | 0.0 | 3.2 | 0.2 | 0.0 | 0.0 | 0.9 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 113.8 | 489.7 | N/A | N/A | N/A | -100.0 | 337.5 | N/A | N/A | N/A | -100.0 | 1936.4 | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/08/2000
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