KIRAX
Westwood Salient Global Real Estate-A
$11.81
-0.11 (-0.92%)
Currency in USD / Last Updated: 4/25/2024
| Category | World Real Estate |
|---|---|
| Market Cap | 16.473M |
| 52 Week High | 12.767 |
| 52 Week Low | 10.483 |
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Key Data
| Symbol | KIRAX |
|---|---|
| Type | Mutual Fund |
| Category | World Real Estate |
| Price | 11.81 |
| Price Yesterday | 11.92 |
| Market Cap | 16.47 |
| YTD Return | -6.85% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.03 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.015 |
Overview
| 52 Week High | 12.77 |
|---|---|
| 52 Week Low | 10.48 |
| Market Cap | 16.47M |
| Shares Outstanding | 1.39M |
| Income Dividend Yield | 2.45% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.45% |
Returns Annualized
| One Day | -90.35% |
|---|---|
| Five Days | 74.79% |
| One Months | -34.87% |
| Three Months | -13.62% |
| Six Months | 25.76% |
| Nine Months | -1.57% |
| One Year | 3.22% |
| Three Years | -4.08% |
| Five Years | -1.23% |
| Ten Years | 1.43% |
| YTD | -20.04% |
| Since Inception | 1.59% |
Returns Total
| One Day | -0.92% |
|---|---|
| Five Days | 1.11% |
| One Month | -3.67% |
| Three Months | -3.59% |
| Six Months | 12.03% |
| Nine Months | -1.19% |
| One Year | 3.22% |
| Three Years | -11.74% |
| Five Years | -6.01% |
| Ten Years | 15.22% |
| YTD | -6.85% |
| Since Inception | 32.59% |
Yearly Returns
| 2024 | -6.85% |
|---|---|
| 2023 | 11.68% |
| 2022 | -21.90% |
| 2021 | 21.58% |
| 2020 | -10.35% |
| 2019 | 20.82% |
| 2018 | -10.74% |
| 2017 | 21.30% |
| 2016 | 0.59% |
| 2015 | -4.10% |
Risk against SP-DA
| Alpha | -22.77% |
|---|---|
| Beta | 1 |
| Correlation | 74.71% |
| Downside Deviation | 3.47% |
| Coefficient of determination | 55.81% |
| Standard Deviation | 4.56% |
| Sharpe Ratio | -1.44 |
| Sortino | -6.56 |
| Treynor | -2.16 |
| Ulcer Index | 4.81 |
| Ulcer Performance Index | -4.73 |