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WQCEX: WRIGHT MAJOR BLUE CHIP EQUITIES FUND WRIGHT MAJOR BLUE CHIP EQUITIES FUND (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/30/1985 |
| Last Dividend Date: | 03/23/2018 |
| 12-Mo. Yield | 4.69% |
| Expenses | 1.40% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/30/1985 |
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 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 3.2 | 5.6 | 9.4 | 7.7 | 3.9 | 4.0 | -1.7 | 28.0 | 9.4 | -2.9 | 13.0 | 35.0 | 4.2 | 0.1 | 13.2 | 17.8 | -34.9 | 6.0 | 11.6 | 6.2 | 12.4 | 23.2 | -24.5 | -17.8 | -11.5 | 23.7 | 13.7 | -3.5 | -1.1 | 12.5 | -9.2 | -3.8 | -8.1 | 38.9 | -2.9 | 8.6 | 10.9 | -22.6 | 15.6 | 16.7 |
| Sharpe Ratio | NA | 1.23 | 0.68 | 0.94 | 0.32 | NA | NA | 0.09 | -0.34 | 3.73 | 0.71 | -0.18 | 1.05 | 3.12 | 0.29 | 0.0 | 0.72 | 0.68 | -0.85 | 0.17 | 0.72 | 0.36 | 0.98 | 1.35 | -1.06 | -0.95 | -0.68 | 1.24 | 0.5 | -0.24 | -0.22 | 0.56 | -1.01 | -0.6 | -0.56 | 2.31 | -0.56 | 0.18 | 0.45 | -0.73 | 0.93 | 9.12 |
| Draw Down(%) | NA | 9.2 | 15.4 | 15.4 | 49.9 | NA | NA | 55.5 | 9.2 | 2.5 | 10.2 | 12.0 | 8.3 | 5.1 | 14.7 | 22.2 | 16.6 | 28.1 | 46.9 | 10.8 | 9.6 | 7.9 | 8.5 | 12.5 | 30.3 | 30.7 | 18.9 | 8.9 | 20.6 | 21.7 | 18.5 | 14.4 | 11.4 | 6.6 | 16.4 | 5.6 | 21.9 | 17.0 | 8.2 | 46.8 | 10.6 | 2.2 |
| Standard Deviation(%) | NA | 12.1 | 13.3 | 12.9 | 20.8 | NA | NA | 19.4 | 17.9 | 7.4 | 13.0 | 16.2 | 12.4 | 11.2 | 14.7 | 25.4 | 18.3 | 26.2 | 41.7 | 17.3 | 11.5 | 11.3 | 11.6 | 16.6 | 24.1 | 21.6 | 22.8 | 16.5 | 20.8 | 29.2 | 20.3 | 15.5 | 12.1 | 9.7 | 18.6 | 15.2 | 14.6 | 15.8 | 14.0 | 36.5 | 12.2 | 8.7 |
| Treynor Ratio | NA | 0.17 | 0.09 | 0.12 | 0.07 | NA | NA | 0.02 | -0.07 | 0.26 | 0.1 | -0.03 | 0.12 | 0.36 | 0.04 | 0.0 | 0.13 | 0.19 | -0.35 | 0.03 | 0.08 | 0.04 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | -0.01 | NA | NA | 0.01 | -0.02 | 0.02 | -0.01 | -0.02 | 0.0 | 0.01 | -0.05 | 0.0 | -0.01 | -0.03 | 0.02 | 0.0 | -0.02 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.88 | 0.97 | 0.99 | 1.01 | NA | NA | 1.01 | 0.84 | 1.04 | 0.97 | 1.03 | 1.05 | 0.98 | 1.1 | 1.06 | 1.0 | 0.95 | 1.02 | 1.08 | 1.1 | 1.07 | 1.03 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.81 | 0.92 | 0.93 | 0.97 | NA | NA | 0.42 | 0.79 | 0.9 | 0.96 | 0.96 | 0.96 | 0.95 | 0.93 | 0.97 | 0.98 | 0.99 | 0.99 | 0.97 | 0.95 | 0.95 | 0.89 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 4.7 | 4.7 | 4.1 | 2.4 | 2.7 | 1.8 | N/A | 3.6 | 0.7 | 8.6 | 0.9 | 0.9 | 0.8 | 0.7 | 0.0 | 0.5 | 1.4 | 0.8 | 0.6 | 0.5 | 0.8 | 0.5 | 0.3 | 0.2 | 0.0 | 3.7 | 4.4 | 0.0 | 0.0 | 0.5 | 1.4 | 1.3 | 1.2 | 1.1 | 1.8 | 1.8 | 2.1 | 1.9 | 2.0 | 2.2 | 0.4 |
| Dividend Growth(%) | N/A | 329.8 | 693.9 | 668.7 | 118.3 | 37.9 | N/A | N/A | 530.4 | -91.3 | 761.3 | 19.1 | 53.5 | 11.2 | N/A | -100.0 | -60.2 | 15.7 | 29.2 | 34.8 | -25.0 | 76.0 | 85.2 | 22.7 | N/A | -100.0 | -0.8 | N/A | N/A | -100.0 | -59.4 | 0.0 | 0.0 | 0.0 | -15.8 | -5.0 | -9.1 | 18.9 | -30.2 | 10.4 | 500.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/1985
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See LARGE BLEND Asset Class Trend Rankings |
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