WLTH
LifeGoal Wealth Builder ETF\Disc
$8.32
0.00 (0.00%)
Currency in USD / Last Updated: 4/24/2024
Category | Balanced |
---|---|
Market Cap | 7.904M |
52 Week High | 8.482 |
52 Week Low | 8.164 |
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Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0034 |
Overview
52 Week High | 8.48 |
---|---|
52 Week Low | 8.16 |
Market Cap | 7.90M |
Shares Outstanding | 0.95M |
Income Dividend Yield | 0.74% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.74% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 0.00% |
One Months | 0.00% |
Three Months | 0.00% |
Six Months | 0.00% |
Nine Months | 0.00% |
One Year | -1.74% |
Three Years | -999 |
Five Years | -999 |
Ten Years | -999 |
YTD | 0.00% |
Since Inception | -4.22% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.00% |
One Month | 0.00% |
Three Months | 0.00% |
Six Months | 0.00% |
Nine Months | 0.00% |
One Year | -1.74% |
Three Years | -999 |
Five Years | -999 |
Ten Years | -999 |
YTD | 0.00% |
Since Inception | -10.65% |
Yearly Returns
2024 | 0.00% |
---|---|
2023 | 2.29% |
2022 | -13.55% |
2021 | 1.04% |
2020 | 0.00% |
2019 | 0.00% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -7.44% |
---|---|
Beta | 0.02 |
Correlation | 7.83% |
Downside Deviation | 1.62% |
Coefficient of determination | 0.61% |
Standard Deviation | 0.73% |
Sharpe Ratio | -10.39 |
Sortino | -16.21 |
Treynor | -426.67 |
Ulcer Index | 1.92 |
Ulcer Performance Index | -13.67 |