WSACX
Wellington Shields AllCap-Inst
$25.08
-0.08 (-0.32%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap Growth |
---|---|
Market Cap | 53.921M |
52 Week High | 26.33 |
52 Week Low | 20.354 |
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Key Data
Symbol | WSACX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 25.08 |
Price Yesterday | 25.16 |
Market Cap | 53.92 |
YTD Return | 6.05% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 5000 |
Redeption Fee | 0 |
Prospectus | 0.0134 |
Overview
52 Week High | 26.33 |
---|---|
52 Week Low | 20.35 |
Market Cap | 53.92M |
Shares Outstanding | 2.15M |
Income Dividend Yield | 0.36% |
Long Term Dividend Yield | 2.08% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.44% |
Returns Annualized
One Day | -55.22% |
---|---|
Five Days | -86.87% |
One Months | -26.09% |
Three Months | 27.79% |
Six Months | 33.11% |
Nine Months | 13.95% |
One Year | 19.97% |
Three Years | 1.98% |
Five Years | 8.56% |
Ten Years | 7.89% |
YTD | 21.83% |
Since Inception | 8.73% |
Returns Total
One Day | -0.32% |
---|---|
Five Days | -3.94% |
One Month | -2.60% |
Three Months | 6.32% |
Six Months | 15.23% |
Nine Months | 10.33% |
One Year | 19.95% |
Three Years | 6.05% |
Five Years | 50.60% |
Ten Years | 113.43% |
YTD | 6.05% |
Since Inception | 1,054.17% |
Yearly Returns
2024 | 6.05% |
---|---|
2023 | 11.60% |
2022 | -19.53% |
2021 | 23.37% |
2020 | 15.32% |
2019 | 26.41% |
2018 | -15.46% |
2017 | 18.44% |
2016 | 12.87% |
2015 | 2.75% |
Risk against SP-DA
Alpha | -2.49% |
---|---|
Beta | 1 |
Correlation | 97.64% |
Downside Deviation | 2.57% |
Coefficient of determination | 95.34% |
Standard Deviation | 3.47% |
Sharpe Ratio | -0.21 |
Sortino | -0.99 |
Treynor | 14.65 |
Ulcer Index | 2.48 |
Ulcer Performance Index | -1.03 |