WSDAX
Westwood High Income-A
$9.67
0.04 (0.44%)
Currency in USD / Last Updated: 3/27/2024
Category | Junk Bonds |
---|---|
Market Cap | 96M |
52 Week High | 9.67 |
52 Week Low | 8.611 |
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Key Data
Symbol | WSDAX |
---|---|
Type | Mutual Fund |
Category | Junk Bonds |
Price | 9.67 |
Price Yesterday | 9.628 |
Market Cap | 96.00 |
YTD Return | 1.92% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0.03 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0105 |
Overview
52 Week High | 9.67 |
---|---|
52 Week Low | 8.61 |
Market Cap | 96.00M |
Shares Outstanding | 9.93M |
Income Dividend Yield | 5.66% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.66% |
Returns Annualized
One Day | 199.81% |
---|---|
Five Days | 31.26% |
One Months | 21.73% |
Three Months | 7.71% |
Six Months | 20.68% |
Nine Months | 12.45% |
One Year | 12.19% |
Three Years | 1.73% |
Five Years | 5.22% |
Ten Years | 3.82% |
YTD | 8.32% |
Since Inception | 4.03% |
Returns Total
One Day | 0.44% |
---|---|
Five Days | 0.54% |
One Month | 1.65% |
Three Months | 1.84% |
Six Months | 9.76% |
Nine Months | 9.19% |
One Year | 12.18% |
Three Years | 5.26% |
Five Years | 28.92% |
Ten Years | 45.30% |
YTD | 1.92% |
Since Inception | 52.72% |
Yearly Returns
2024 | 1.92% |
---|---|
2023 | 11.20% |
2022 | -11.35% |
2021 | 7.05% |
2020 | 14.55% |
2019 | 9.36% |
2018 | 0.35% |
2017 | 3.94% |
2016 | 7.22% |
2015 | -1.40% |
Risk against SP-DA
Alpha | -4.71% |
---|---|
Beta | 0.4 |
Correlation | 84.16% |
Downside Deviation | 1.73% |
Coefficient of determination | 70.82% |
Standard Deviation | 1.61% |
Sharpe Ratio | -3.92 |
Sortino | -12.68 |
Treynor | 17.16 |
Ulcer Index | 1.52 |
Ulcer Performance Index | -14.37 |