PWDIX
Donoghue Forlines Dividend-I
$8.96
0.05 (0.56%)
Currency in USD / Last Updated: 3/28/2024
Category | Tactical |
---|---|
Market Cap | 24.746M |
52 Week High | 8.96 |
52 Week Low | 7.457 |
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Key Data
Symbol | PWDIX |
---|---|
Type | Mutual Fund |
Category | Tactical |
Price | 8.96 |
Price Yesterday | 8.91 |
Market Cap | 24.75 |
YTD Return | 7.60% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 10000 |
Redeption Fee | 0 |
Prospectus | 0.0179 |
Overview
52 Week High | 8.96 |
---|---|
52 Week Low | 7.46 |
Market Cap | 24.75M |
Shares Outstanding | 2.76M |
Income Dividend Yield | 2.15% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.15% |
Returns Annualized
One Day | 310.24% |
---|---|
Five Days | 53.69% |
One Months | 76.33% |
Three Months | 35.39% |
Six Months | 35.93% |
Nine Months | 15.41% |
One Year | 13.11% |
Three Years | 3.29% |
Five Years | 2.83% |
Ten Years | 3.52% |
YTD | 35.39% |
Since Inception | 3.92% |
Returns Total
One Day | 0.56% |
---|---|
Five Days | 0.86% |
One Month | 4.60% |
Three Months | 7.60% |
Six Months | 16.29% |
Nine Months | 11.21% |
One Year | 12.93% |
Three Years | 10.15% |
Five Years | 14.95% |
Ten Years | 41.21% |
YTD | 7.60% |
Since Inception | 48.86% |
Yearly Returns
2024 | 7.60% |
---|---|
2023 | -0.18% |
2022 | -9.83% |
2021 | 31.54% |
2020 | -6.54% |
2019 | -2.84% |
2018 | -7.96% |
2017 | 11.43% |
2016 | 14.20% |
2015 | -4.74% |
Risk against SP-DA
Alpha | -10.56% |
---|---|
Beta | 0.68 |
Correlation | 78.86% |
Downside Deviation | 3.33% |
Coefficient of determination | 62.19% |
Standard Deviation | 2.91% |
Sharpe Ratio | -1.96 |
Sortino | -5.94 |
Treynor | 13.75 |
Ulcer Index | 4.62 |
Ulcer Performance Index | -4.29 |