WEQRX
Segall Bryant & Hamill Workplace Eq\Disc
$5.93
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | Large Cap |
|---|---|
| Market Cap | 8.047M |
| 52 Week High | 6.62 |
| 52 Week Low | 5.78 |
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Key Data
| Symbol | WEQRX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 5.93 |
| Price Yesterday | 5.93 |
| Market Cap | 8.05 |
| YTD Return | -3.58% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0089 |
Overview
| 52 Week High | 6.62 |
|---|---|
| 52 Week Low | 5.78 |
| Market Cap | 8.05M |
| Shares Outstanding | 1.36M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | -12.43% |
| Nine Months | -6.00% |
| One Year | 0.34% |
| Three Years | -1.64% |
| Five Years | -1.73% |
| Ten Years | -9.72% |
| YTD | -4.65% |
| Since Inception | -1.49% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | -6.47% |
| Nine Months | -4.51% |
| One Year | 0.34% |
| Three Years | -4.82% |
| Five Years | -8.35% |
| Ten Years | -63.95% |
| YTD | -3.58% |
| Since Inception | -40.82% |
Yearly Returns
| 2023 | -3.58% |
|---|---|
| 2022 | -21.86% |
| 2021 | 17.11% |
| 2020 | 4.19% |
| 2019 | 19.22% |
| 2018 | -9.98% |
| 2017 | -5.80% |
| 2016 | -28.79% |
| 2015 | -29.56% |
| 2014 | -20.40% |
Risk against SP-DA
| Alpha | -14.58% |
|---|---|
| Beta | 0.62 |
| Correlation | 56.69% |
| Downside Deviation | 5.67% |
| Coefficient of determination | 32.14% |
| Standard Deviation | 5.19% |
| Sharpe Ratio | -1.16 |
| Sortino | -3.69 |
| Treynor | -6.92 |
| Ulcer Index | 6.9 |
| Ulcer Performance Index | -3.03 |