KIFAX
Westwood Salient Select Income-A
$17.61
-0.03 (-0.17%)
Currency in USD / Last Updated: 4/18/2024
| Category | Preferred Stock |
|---|---|
| Market Cap | 255.305M |
| 52 Week High | 18.379 |
| 52 Week Low | 15.867 |
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Key Data
| Symbol | KIFAX |
|---|---|
| Type | Mutual Fund |
| Category | Preferred Stock |
| Price | 17.61 |
| Price Yesterday | 17.64 |
| Market Cap | 255.31 |
| YTD Return | -4.03% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.03 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0145 |
Overview
| 52 Week High | 18.38 |
|---|---|
| 52 Week Low | 15.87 |
| Market Cap | 255.31M |
| Shares Outstanding | 14.50M |
| Income Dividend Yield | 7.05% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 7.05% |
Returns Annualized
| One Day | -34.91% |
|---|---|
| Five Days | -63.97% |
| One Months | -28.05% |
| Three Months | -9.51% |
| Six Months | 17.83% |
| Nine Months | 4.88% |
| One Year | 6.50% |
| Three Years | 0.28% |
| Five Years | 2.04% |
| Ten Years | 3.34% |
| YTD | -12.93% |
| Since Inception | 6.56% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | -2.00% |
| One Month | -2.83% |
| Three Months | -2.46% |
| Six Months | 8.47% |
| Nine Months | 3.66% |
| One Year | 6.49% |
| Three Years | 0.85% |
| Five Years | 10.61% |
| Ten Years | 38.76% |
| YTD | -4.03% |
| Since Inception | 329.30% |
Yearly Returns
| 2024 | -4.03% |
|---|---|
| 2023 | 14.39% |
| 2022 | -14.45% |
| 2021 | 14.97% |
| 2020 | -3.16% |
| 2019 | 18.12% |
| 2018 | -8.78% |
| 2017 | 1.46% |
| 2016 | 13.56% |
| 2015 | -1.12% |
Risk against SP-DA
| Alpha | -10.42% |
|---|---|
| Beta | 0.67 |
| Correlation | 78.64% |
| Downside Deviation | 2.55% |
| Coefficient of determination | 61.85% |
| Standard Deviation | 2.91% |
| Sharpe Ratio | -1.59 |
| Sortino | -6.29 |
| Treynor | 1.66 |
| Ulcer Index | 2.53 |
| Ulcer Performance Index | -6.35 |