PWDIX
Donoghue Forlines Dividend-I
$8.62
-0.03 (-0.35%)
Currency in USD / Last Updated: 7/9/2024
| Category | Tactical |
|---|---|
| Market Cap | 21.886M |
| 52 Week High | 9.026 |
| 52 Week Low | 7.429 |
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Key Data
| Symbol | PWDIX |
|---|---|
| Type | Mutual Fund |
| Category | Tactical |
| Price | 8.62 |
| Price Yesterday | 8.65 |
| Market Cap | 21.89 |
| YTD Return | 3.91% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 10000 |
| Redeption Fee | 0 |
| Prospectus | 0.0179 |
Overview
| 52 Week High | 9.03 |
|---|---|
| 52 Week Low | 7.43 |
| Market Cap | 21.89M |
| Shares Outstanding | 2.54M |
| Income Dividend Yield | 1.61% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.61% |
Returns Annualized
| One Day | -58.37% |
|---|---|
| Five Days | -29.53% |
| One Months | -23.71% |
| Three Months | -12.48% |
| Six Months | 7.84% |
| Nine Months | 18.79% |
| One Year | 8.06% |
| Three Years | -0.21% |
| Five Years | 2.91% |
| Ten Years | 2.41% |
| YTD | 7.72% |
| Since Inception | 3.48% |
Returns Total
| One Day | -0.35% |
|---|---|
| Five Days | -0.69% |
| One Month | -2.12% |
| Three Months | -3.22% |
| Six Months | 3.78% |
| Nine Months | 13.62% |
| One Year | 8.05% |
| Three Years | -0.61% |
| Five Years | 15.38% |
| Ten Years | 26.82% |
| YTD | 3.91% |
| Since Inception | 43.76% |
Yearly Returns
| 2024 | 3.91% |
|---|---|
| 2023 | -0.18% |
| 2022 | -9.82% |
| 2021 | 31.53% |
| 2020 | -6.54% |
| 2019 | -2.84% |
| 2018 | -7.96% |
| 2017 | 11.42% |
| 2016 | 14.21% |
| 2015 | -4.74% |
Risk against SP-DA
| Alpha | -9.53% |
|---|---|
| Beta | 0.52 |
| Correlation | 54.54% |
| Downside Deviation | 2.88% |
| Coefficient of determination | 29.74% |
| Standard Deviation | 3.09% |
| Sharpe Ratio | -1.93 |
| Sortino | -7.19 |
| Treynor | 5.12 |
| Ulcer Index | 4.77 |
| Ulcer Performance Index | -4.33 |