KIFYX
Westwood Salient Select Income- Inst
$17.90
-0.03 (-0.17%)
Currency in USD / Last Updated: 7/9/2024
| Category | Preferred Stock |
|---|---|
| Market Cap | 263.103M |
| 52 Week High | 17.992 |
| 52 Week Low | 15.525 |
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Key Data
| Symbol | KIFYX |
|---|---|
| Type | Mutual Fund |
| Category | Preferred Stock |
| Price | 17.9 |
| Price Yesterday | 17.93 |
| Market Cap | 263.10 |
| YTD Return | -0.35% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0101 |
Overview
| 52 Week High | 17.99 |
|---|---|
| 52 Week Low | 15.53 |
| Market Cap | 263.10M |
| Shares Outstanding | 14.70M |
| Income Dividend Yield | 7.03% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 7.03% |
Returns Annualized
| One Day | -34.45% |
|---|---|
| Five Days | 40.40% |
| One Months | 10.33% |
| Three Months | 0.25% |
| Six Months | -0.27% |
| Nine Months | 16.54% |
| One Year | 8.07% |
| Three Years | 0.64% |
| Five Years | 2.81% |
| Ten Years | 3.67% |
| YTD | -0.68% |
| Since Inception | 4.91% |
Returns Total
| One Day | -0.17% |
|---|---|
| Five Days | 0.67% |
| One Month | 0.78% |
| Three Months | 0.06% |
| Six Months | -0.13% |
| Nine Months | 12.02% |
| One Year | 8.06% |
| Three Years | 1.93% |
| Five Years | 14.84% |
| Ten Years | 43.23% |
| YTD | -0.35% |
| Since Inception | 138.03% |
Yearly Returns
| 2024 | -0.35% |
|---|---|
| 2023 | 14.61% |
| 2022 | -14.11% |
| 2021 | 15.44% |
| 2020 | -2.75% |
| 2019 | 18.64% |
| 2018 | -8.52% |
| 2017 | 1.84% |
| 2016 | 14.09% |
| 2015 | -0.75% |
Risk against SP-DA
| Alpha | -9.22% |
|---|---|
| Beta | 0.51 |
| Correlation | 60.72% |
| Downside Deviation | 2.52% |
| Coefficient of determination | 36.87% |
| Standard Deviation | 2.70% |
| Sharpe Ratio | -2.2 |
| Sortino | -8.21 |
| Treynor | 5.27 |
| Ulcer Index | 2.51 |
| Ulcer Performance Index | -8.22 |