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Westfield Capital Dividend Growth Inv (WCDGX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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13.20
+0.26
(+2.01%)
As of 08:01PM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
6
Number of years down
2
Best 1-yr total return (16 May 2022)
32.28%
Worst 1-yr total return (16 May 2022)
N/A
Risk statistics
3 years
WCDGX
Category average
5 years
WCDGX
Category average
10 years
WCDGX
Category average
Alpha
1.26
-0.01
1.21
-0.01
N/A
-0.01
BETA
0.93
0.01
0.92
0.01
N/A
0.01
Mean annual return
1.25
0.01
1.2
0.01
N/A
0.01
R-squared
94.59
0.94
94.46
0.95
N/A
0.95
Standard deviation
17.84
0.17
15.61
0.19
N/A
0.15
Sharpe ratio
0.48
0
0.99
0.01
N/A
0.01
Treynor ratio
14.72
0.03
14.02
0.1
N/A
0.1
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