It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
WLUIX: Wilmington Large Cap Value Instl (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/14/1998 |
| Last Dividend Date: | 06/11/2009 |
| 12-Mo. Yield | 1.08% |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/08/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/14/1998 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 7.3 | -11.4 | -3.9 | -0.9 | -1.7 | 12.5 | -34.5 | -6.3 | 14.4 | 2.4 | 13.9 | 24.6 | -28.8 | -8.0 | 18.3 | 0.9 | -7.8 |
| Sharpe Ratio | NA | 0.25 | -0.43 | -0.24 | -0.13 | -0.18 | 0.47 | -0.9 | -0.48 | 1.04 | 0.01 | 1.13 | 1.46 | -1.09 | -0.58 | 0.81 | -0.18 | -1.12 |
| Draw Down(%) | NA | 30.6 | 59.9 | 59.9 | 59.9 | 59.9 | 29.0 | 44.0 | 16.8 | 9.6 | 8.9 | 7.8 | 14.6 | 41.5 | 25.1 | 7.3 | 18.5 | 16.5 |
| Standard Deviation(%) | NA | 29.1 | 30.0 | 24.2 | 21.8 | 21.1 | 28.3 | 39.3 | 19.8 | 10.6 | 11.5 | 11.4 | 16.3 | 27.5 | 18.3 | 17.5 | 13.9 | 17.1 |
| Treynor Ratio | NA | 0.07 | -0.14 | -0.06 | -0.03 | -0.04 | 0.14 | -0.39 | -0.1 | 0.11 | 0.0 | 0.13 | 0.26 | -0.3 | -0.14 | 0.19 | -0.04 | -0.34 |
| Alpha | NA | -0.05 | -0.02 | -0.02 | 0.0 | -0.01 | -0.04 | 0.0 | -0.04 | 0.0 | -0.01 | 0.01 | -0.01 | -0.03 | 0.0 | 0.09 | -0.05 | -0.1 |
| Beta | NA | 0.97 | 0.92 | 0.93 | 0.9 | 0.87 | 0.95 | 0.9 | 0.98 | 0.99 | 1.05 | 0.98 | 0.93 | 1.0 | 0.78 | 0.73 | 0.6 | 0.57 |
| RSquared | NA | 0.89 | 0.85 | 0.85 | 0.85 | 0.83 | 0.89 | 0.88 | 0.65 | 0.89 | 0.89 | 0.91 | 0.94 | 0.89 | 0.84 | 0.85 | 0.61 | 0.75 |
| Yield(%) | N/A | 1.1 | 0.6 | 0.8 | 0.4 | N/A | 1.1 | 0.0 | 0.5 | 1.3 | 1.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | 3.9 | N/A | N/A | N/A | N/A | -100.0 | -60.0 | 27.5 | 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 07/14/1998
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See ROOT Asset Class Trend Rankings |
Latest Articles Related to WLUIX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
