WDIVX
Westfield Capital Dividend Growth\DISC
$12.55
0.00 (0.00%)
Currency in USD / Last Updated: 11/15/2022
| Category | Large Blend |
|---|---|
| Market Cap | 143.47M |
| 52 Week High | 14.31 |
| 52 Week Low | 12.53 |
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Key Data
| Symbol | WDIVX |
|---|---|
| Type | Mutual Fund |
| Category | Large Blend |
| Price | 12.55 |
| Price Yesterday | 12.55 |
| Market Cap | 143.47 |
| YTD Return | -12.05% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 50000 |
| Redeption Fee | 0 |
| Prospectus | 0.0095 |
Overview
| 52 Week High | 14.31 |
|---|---|
| 52 Week Low | 12.53 |
| Market Cap | 143.47M |
| Shares Outstanding | 11.43M |
| Income Dividend Yield | 1.46% |
| Long Term Dividend Yield | 21.78% |
| Short Term Dividend Yield | 1.78% |
| 52 Week Yield (All) | 25.02% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | -5.28% |
| Nine Months | -8.65% |
| One Year | -8.54% |
| Three Years | 10.13% |
| Five Years | 11.57% |
| Ten Years | 9.73% |
| YTD | -13.69% |
| Since Inception | 10.48% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | -2.71% |
| Nine Months | -6.55% |
| One Year | -8.53% |
| Three Years | 33.47% |
| Five Years | 72.60% |
| Ten Years | 152.57% |
| YTD | -12.05% |
| Since Inception | 152.57% |
Yearly Returns
| 2022 | -12.05% |
|---|---|
| 2021 | 26.08% |
| 2020 | 16.37% |
| 2019 | 32.72% |
| 2018 | -3.49% |
| 2017 | 21.51% |
| 2016 | 8.30% |
| 2015 | -1.20% |
| 2014 | 9.34% |
| 2013 | 7.49% |
Risk against SP-DA
| Alpha | -4.89% |
|---|---|
| Beta | 0.32 |
| Correlation | 54.48% |
| Downside Deviation | 4.18% |
| Coefficient of determination | 29.69% |
| Standard Deviation | 4.06% |
| Sharpe Ratio | 0.35 |
| Sortino | 1.17 |
| Treynor | -29.68 |
| Ulcer Index | 9.65 |
| Ulcer Performance Index | 0.51 |