WICAX
InvestEd Conservative\DISC
$9.42
0.00 (0.00%)
Currency in USD / Last Updated: 11/15/2022
| Category | Allocation--30% to 50% Equity |
|---|---|
| Market Cap | 46.687M |
| 52 Week High | 10.549 |
| 52 Week Low | 9.214 |
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Key Data
| Symbol | WICAX |
|---|---|
| Type | Mutual Fund |
| Category | Allocation--30% to 50% Equity |
| Price | 9.42 |
| Price Yesterday | 9.42 |
| Market Cap | 46.69 |
| YTD Return | -10.62% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.025 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0083 |
Overview
| 52 Week High | 10.55 |
|---|---|
| 52 Week Low | 9.21 |
| Market Cap | 46.69M |
| Shares Outstanding | 4.96M |
| Income Dividend Yield | 5.75% |
| Long Term Dividend Yield | 14.24% |
| Short Term Dividend Yield | 2.37% |
| 52 Week Yield (All) | 22.36% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 2.47% |
| Nine Months | -8.85% |
| One Year | -10.64% |
| Three Years | 2.39% |
| Five Years | 3.67% |
| Ten Years | 4.56% |
| YTD | -12.08% |
| Since Inception | 4.36% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 1.25% |
| Nine Months | -6.70% |
| One Year | -10.63% |
| Three Years | 7.33% |
| Five Years | 19.66% |
| Ten Years | 56.09% |
| YTD | -10.62% |
| Since Inception | 135.97% |
Yearly Returns
| 2022 | -10.62% |
|---|---|
| 2021 | 7.38% |
| 2020 | 10.29% |
| 2019 | 13.91% |
| 2018 | -2.52% |
| 2017 | 8.83% |
| 2016 | 3.22% |
| 2015 | -1.29% |
| 2014 | 3.67% |
| 2013 | 12.56% |
Risk against SP-DA
| Alpha | -10.67% |
|---|---|
| Beta | 0.06 |
| Correlation | 22.64% |
| Downside Deviation | 2.73% |
| Coefficient of determination | 5.13% |
| Standard Deviation | 1.90% |
| Sharpe Ratio | 0.42 |
| Sortino | 1.01 |
| Treynor | -186.49 |
| Ulcer Index | 8.73 |
| Ulcer Performance Index | 0.32 |