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WXSP: Wilshire 4500 Completion ETF (ETF)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/10/2010 |
| Last Dividend Date: | 12/24/2012 |
| 12-Mo. Yield | 1.87% |
| Expenses | 0.18% |
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Performance Analytics (As of 07/30/2013)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 03/10/2010 |
2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 17.9 | 13.7 | 11.9 | 8.7 | 17.7 | -4.0 | 19.1 |
| Sharpe Ratio | NA | 1.62 | 0.73 | 0.58 | 1.87 | 1.23 | -0.15 | 1.0 |
| Draw Down(%) | NA | 8.3 | 25.7 | 25.7 | 3.8 | 9.6 | 25.7 | 17.7 |
| Standard Deviation(%) | NA | 11.0 | 18.7 | 20.3 | 8.4 | 14.5 | 26.4 | 23.7 |
| Treynor Ratio | NA | 1.88 | 0.34 | 0.27 | 11.57 | 0.9 | -0.08 | 0.46 |
| Alpha | NA | 0.06 | 0.03 | 0.02 | 0.06 | 0.06 | -0.01 | 0.05 |
| Beta | NA | 0.09 | 0.4 | 0.44 | 0.01 | 0.2 | 0.53 | 0.51 |
| RSquared | NA | 0.01 | 0.18 | 0.2 | 0.0 | 0.04 | 0.3 | 0.23 |
| Yield(%) | N/A | 1.9 | 1.6 | N/A | 0.0 | 2.0 | 1.0 | 1.3 |
| Dividend Growth(%) | N/A | 91.3 | N/A | N/A | -100.0 | 91.3 | -11.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/10/2010
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See MID-CAP BLEND Asset Class Trend Rankings |
Top Rated Funds in MID-CAP BLEND
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Best ETFs
- MDY (SPDR S&P Midcap 400 ETF Trust) (100%)
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- FNX (First Trust Mid Cap Core AlphaDEX Fund) (95%)
- IJH (iShares Core S&P Mid-Cap ETF) (95%)
- IWR (iShares Russell Midcap ETF) (94%)
- VXF (Vanguard Extended Market ETF) (94%)
- IVOO (Vanguard S&P Mid-Cap 400 ETF) (27%)
- SCHM (Schwab U.S. Mid-Cap ETF) (26%)
Best Closed End Funds
- CET (Central Securities Corporation) (99%)
- CUBA (Herzfeld Caribbean Basin Closed Fund) (99%)
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