WHGHX
Westwood High Income-Inst
$9.62
0.04 (0.46%)
Currency in USD / Last Updated: 3/27/2024
Category | Junk Bonds |
---|---|
Market Cap | 96M |
52 Week High | 9.62 |
52 Week Low | 8.55 |
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Key Data
Symbol | WHGHX |
---|---|
Type | Mutual Fund |
Category | Junk Bonds |
Price | 9.62 |
Price Yesterday | 9.576 |
Market Cap | 96.00 |
YTD Return | 1.98% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.008 |
Overview
52 Week High | 9.62 |
---|---|
52 Week Low | 8.55 |
Market Cap | 96.00M |
Shares Outstanding | 9.98M |
Income Dividend Yield | 5.93% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.93% |
Returns Annualized
One Day | 217.84% |
---|---|
Five Days | 32.84% |
One Months | 22.47% |
Three Months | 8.08% |
Six Months | 21.11% |
Nine Months | 12.81% |
One Year | 12.53% |
Three Years | 1.98% |
Five Years | 5.45% |
Ten Years | 4.00% |
YTD | 8.60% |
Since Inception | 4.27% |
Returns Total
One Day | 0.46% |
---|---|
Five Days | 0.56% |
One Month | 1.70% |
Three Months | 1.93% |
Six Months | 9.96% |
Nine Months | 9.46% |
One Year | 12.51% |
Three Years | 6.04% |
Five Years | 30.35% |
Ten Years | 47.84% |
YTD | 1.98% |
Since Inception | 66.44% |
Yearly Returns
2024 | 1.98% |
---|---|
2023 | 11.51% |
2022 | -11.10% |
2021 | 7.24% |
2020 | 14.89% |
2019 | 9.45% |
2018 | 0.36% |
2017 | 4.19% |
2016 | 7.61% |
2015 | -1.65% |
Risk against SP-DA
Alpha | -4.37% |
---|---|
Beta | 0.4 |
Correlation | 84.14% |
Downside Deviation | 1.73% |
Coefficient of determination | 70.79% |
Standard Deviation | 1.61% |
Sharpe Ratio | -3.86 |
Sortino | -12.5 |
Treynor | 17.99 |
Ulcer Index | 1.48 |
Ulcer Performance Index | -14.57 |