KIFAX
Westwood Salient Select Income-A
$17.98
-0.03 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | Preferred Stock |
|---|---|
| Market Cap | 263.101M |
| 52 Week High | 18.1 |
| 52 Week Low | 15.627 |
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Key Data
| Symbol | KIFAX |
|---|---|
| Type | Mutual Fund |
| Category | Preferred Stock |
| Price | 17.98 |
| Price Yesterday | 18.01 |
| Market Cap | 263.10 |
| YTD Return | -0.50% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.03 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0125 |
Overview
| 52 Week High | 18.10 |
|---|---|
| 52 Week Low | 15.63 |
| Market Cap | 263.10M |
| Shares Outstanding | 14.63M |
| Income Dividend Yield | 6.76% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 6.76% |
Returns Annualized
| One Day | -34.33% |
|---|---|
| Five Days | 40.19% |
| One Months | 9.97% |
| Three Months | 0.16% |
| Six Months | -0.59% |
| Nine Months | 16.23% |
| One Year | 7.83% |
| Three Years | 0.31% |
| Five Years | 2.45% |
| Ten Years | 3.29% |
| YTD | -0.97% |
| Since Inception | 6.66% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.67% |
| One Month | 0.76% |
| Three Months | 0.04% |
| Six Months | -0.29% |
| Nine Months | 11.80% |
| One Year | 7.83% |
| Three Years | 0.94% |
| Five Years | 12.84% |
| Ten Years | 38.04% |
| YTD | -0.50% |
| Since Inception | 345.16% |
Yearly Returns
| 2024 | -0.50% |
|---|---|
| 2023 | 14.39% |
| 2022 | -14.45% |
| 2021 | 14.98% |
| 2020 | -3.17% |
| 2019 | 18.12% |
| 2018 | -8.78% |
| 2017 | 1.46% |
| 2016 | 13.56% |
| 2015 | -1.12% |
Risk against SP-DA
| Alpha | -9.35% |
|---|---|
| Beta | 0.51 |
| Correlation | 60.37% |
| Downside Deviation | 2.53% |
| Coefficient of determination | 36.45% |
| Standard Deviation | 2.70% |
| Sharpe Ratio | -2.24 |
| Sortino | -8.26 |
| Treynor | 4.85 |
| Ulcer Index | 2.56 |
| Ulcer Performance Index | -8.15 |