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WSDIX: Wisdom Instl (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/13/2001 |
| Last Dividend Date: | 12/30/2009 |
| 12-Mo. Yield | 2.33% |
| Expenses | - |
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Performance Analytics (As of 03/05/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 03/13/2001 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 67.9 | -5.8 | -1.6 | 1.7 | -0.4 | 19.8 | -32.2 | 0.8 | 13.1 | 0.5 | 10.4 | 18.2 | -4.1 | 0.4 |
| Sharpe Ratio | NA | 3.07 | -0.26 | -0.16 | 0.01 | -0.2 | 0.72 | -0.92 | -0.18 | 1.18 | -0.16 | 1.26 | 1.73 | -0.41 | -0.15 |
| Draw Down(%) | NA | 5.8 | 55.1 | 55.1 | 55.1 | 4.7 | 31.7 | 41.5 | 8.2 | 5.7 | 6.1 | 6.4 | 9.9 | 15.6 | 12.6 |
| Standard Deviation(%) | NA | 22.0 | 27.2 | 22.0 | 17.9 | 10.7 | 27.5 | 35.8 | 13.4 | 8.2 | 11.1 | 7.4 | 10.1 | 12.9 | 11.9 |
| Treynor Ratio | NA | 0.73 | -0.08 | -0.04 | 0.0 | -0.04 | 0.2 | -0.39 | -0.03 | 0.13 | -0.03 | 0.16 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.01 | -0.01 | -0.01 | 0.0 | -0.04 | -0.02 | 0.0 | -0.02 | 0.0 | -0.02 | 0.02 | NA | NA | NA |
| Beta | NA | 0.93 | 0.88 | 0.87 | 0.86 | 0.57 | 0.97 | 0.86 | 0.8 | 0.73 | 0.7 | 0.58 | NA | NA | NA |
| RSquared | NA | 0.9 | 0.94 | 0.91 | 0.78 | 0.81 | 0.93 | 0.96 | 0.89 | 0.82 | 0.42 | 0.69 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.3 | 6.3 | 6.4 | N/A | 0.0 | 1.6 | 5.4 | 12.8 | 8.4 | 5.8 | 1.4 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -80.4 | 21.0 | N/A | N/A | -100.0 | -80.4 | -63.9 | 58.2 | 40.6 | 341.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/13/2001
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See LARGE BLEND Asset Class Trend Rankings |
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