WHGHX
Westwood High Income-Inst
$9.68
-0.01 (-0.10%)
Currency in USD / Last Updated: 7/9/2024
| Category | Junk Bonds |
|---|---|
| Market Cap | 94.969M |
| 52 Week High | 9.69 |
| 52 Week Low | 8.458 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | WHGHX |
|---|---|
| Type | Mutual Fund |
| Category | Junk Bonds |
| Price | 9.68 |
| Price Yesterday | 9.69 |
| Market Cap | 94.97 |
| YTD Return | 4.18% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0072 |
Overview
| 52 Week High | 9.69 |
|---|---|
| 52 Week Low | 8.46 |
| Market Cap | 94.97M |
| Shares Outstanding | 9.81M |
| Income Dividend Yield | 5.54% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.54% |
Returns Annualized
| One Day | -22.93% |
|---|---|
| Five Days | 77.99% |
| One Months | 22.58% |
| Three Months | 10.42% |
| Six Months | 10.07% |
| Nine Months | 17.63% |
| One Year | 11.88% |
| Three Years | 1.18% |
| Five Years | 5.59% |
| Ten Years | 4.12% |
| YTD | 8.26% |
| Since Inception | 4.35% |
Returns Total
| One Day | -0.10% |
|---|---|
| Five Days | 1.15% |
| One Month | 1.63% |
| Three Months | 2.47% |
| Six Months | 4.83% |
| Nine Months | 12.79% |
| One Year | 11.87% |
| Three Years | 3.56% |
| Five Years | 31.17% |
| Ten Years | 49.57% |
| YTD | 4.18% |
| Since Inception | 70.03% |
Yearly Returns
| 2024 | 4.18% |
|---|---|
| 2023 | 11.52% |
| 2022 | -11.11% |
| 2021 | 7.24% |
| 2020 | 14.88% |
| 2019 | 9.45% |
| 2018 | 0.36% |
| 2017 | 4.20% |
| 2016 | 7.59% |
| 2015 | -1.64% |
Risk against SP-DA
| Alpha | -4.45% |
|---|---|
| Beta | 0.47 |
| Correlation | 90.54% |
| Downside Deviation | 1.79% |
| Coefficient of determination | 81.98% |
| Standard Deviation | 1.67% |
| Sharpe Ratio | -2.91 |
| Sortino | -9.41 |
| Treynor | 13.85 |
| Ulcer Index | 1.52 |
| Ulcer Performance Index | -11.07 |