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WICAX

InvestEd Conservative\DISC

$9.42 0.00 (0.00%)
Currency in USD / Last Updated: 11/15/2022
Category Allocation--30% to 50% Equity
Market Cap 46.687M
52 Week High 10.549
52 Week Low 9.214
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Key Data
Symbol WICAX
Type Mutual Fund
Category Allocation--30% to 50% Equity
Price 9.42
Price Yesterday 9.42
Market Cap 46.69
YTD Return -10.62%
Expense Details
Deferred 0
12b-1 0.0025
Front Load 0.025
Initial Purchase Amount 250
Redeption Fee 0
Prospectus 0.0083
Overview
52 Week High 10.55
52 Week Low 9.21
Market Cap 46.69M
Shares Outstanding 4.96M
Income Dividend Yield 5.75%
Long Term Dividend Yield 14.24%
Short Term Dividend Yield 2.37%
52 Week Yield (All) 22.36%
Returns Annualized
One Day 0.00%
Five Days 0.00%
One Months 0.00%
Three Months 0.00%
Six Months 2.47%
Nine Months -8.85%
One Year -10.64%
Three Years 2.39%
Five Years 3.67%
Ten Years 4.56%
YTD -12.08%
Since Inception 4.36%
Returns Total
One Day 0.00%
Five Days 0.00%
One Month 0.00%
Three Months 0.00%
Six Months 1.25%
Nine Months -6.70%
One Year -10.63%
Three Years 7.33%
Five Years 19.66%
Ten Years 56.09%
YTD -10.62%
Since Inception 135.97%
Yearly Returns
2022 -10.62%
2021 7.38%
2020 10.29%
2019 13.91%
2018 -2.52%
2017 8.83%
2016 3.22%
2015 -1.29%
2014 3.67%
2013 12.56%
Risk against SP-DA
Alpha -10.67%
Beta 0.06
Correlation 22.64%
Downside Deviation 2.73%
Coefficient of determination 5.13%
Standard Deviation 1.90%
Sharpe Ratio 0.42
Sortino 1.01
Treynor -186.49
Ulcer Index 8.73
Ulcer Performance Index 0.32

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