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Wellington Shields All-Cap Instl (WSACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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26.94+0.08 (+0.30%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.57%
5-year average return9.86%
Number of years up21
Number of years down7
Best 1-yr total return (25 June 2024)31.47%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return31.47%
Worst 3-yr total return3.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWSACXCategory
YTD10.87%12.38%
1-month4.84%5.09%
3-month2.82%10.28%
1-year26.46%41.70%
3-year3.20%22.56%
5-year10.38%21.98%
10-year8.14%15.99%
Last bull market24.70%25.99%
Last bear market-15.34%-17.29%

Annual total return (%) history

Year
WSACXCategory
2024
N/AN/A
2023
11.60%N/A
2022
-19.53%N/A
2021
23.37%N/A
2020
15.32%35.86%
2019
26.41%31.90%
2018
-15.46%-2.09%
2017
18.44%27.67%
2016
12.88%3.23%
2015
2.75%3.60%
2014
6.97%10.00%
2013
31.47%33.92%
2012
11.12%15.34%
2011
-4.72%-2.46%
2010
17.90%15.53%
2009
28.73%35.68%
2008
-36.78%-40.67%
2007
13.68%13.35%
2006
6.88%7.05%
2005
12.08%6.71%
2004
12.37%7.81%
2003
30.27%28.66%
2002
-17.56%-27.64%
2001
-0.10%-22.30%
2000
11.73%-13.05%
1999
17.23%38.87%
1998
-6.99%34.55%
1997
37.22%26.36%
1996
18.82%19.76%
1995
N/A32.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.33%N/AN/AN/A
2023-1.88%6.60%-2.72%9.68%
2022-4.77%-15.34%-2.00%1.84%
20214.58%7.54%0.86%8.76%
2020-19.83%23.01%9.47%6.83%
201911.43%3.62%1.18%8.21%
2018-3.04%1.76%4.38%-17.92%
20173.78%0.67%5.20%7.76%
20160.36%5.38%4.09%2.54%
20153.76%1.75%-7.63%5.36%
20141.71%3.96%-1.32%2.53%
201312.04%0.29%9.59%6.77%
20128.51%-5.99%6.02%2.75%
20114.78%-3.26%-18.17%14.88%
20103.95%-11.93%14.42%12.54%
2009-8.00%15.15%14.46%6.16%
2008-9.19%4.07%-9.79%-25.85%
20073.26%9.07%2.85%-1.87%
20065.95%-3.30%-1.06%5.44%
2005-0.79%2.94%8.46%1.18%
20044.92%1.69%-0.78%6.15%
2003-4.94%14.38%5.54%13.53%
20023.81%-4.72%-17.04%0.47%
2001-5.96%3.91%-10.51%14.24%
200011.92%-0.80%0.27%0.36%
1999-1.30%13.18%-4.83%10.27%
19987.20%-5.70%-25.61%23.69%
1997-2.62%20.18%17.16%0.08%
19962.75%4.46%1.99%8.55%
19955.16%5.59%1.99%N/A

Rank in category (by total return)

YTD62
1-month59
3-month42
1-year77
3-year82
5-year94

Load adjusted returns

1-year26.46%
3-year3.20%
5-year10.38%
10-year8.14%