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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

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