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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

Risk overview

Morningstar risk rating★

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

Risk statistics

3 years

WSACXCategory average

5 years

WSACXCategory average

10 years

WSACXCategory average

Alpha

-5.340.03

-3.920.04

-3.460.01

BETA

0.890.01

0.930.01

0.940.01

Mean annual return

0.380.02

0.960.02

0.750.01

R-squared

87.290.89

90.40.87

88.470.87

Standard deviation

16.920.2

17.790.16

15.260.15

Sharpe ratio

0.080.01

0.520.01

0.490.01

Treynor ratio

-0.090.21

8.740.21

6.990.15