WT Brcls Yld US Shs (SHAG)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -0.46% | -2.10% | 1.64% |
Year-to-Date | -0.47% | -1.48% | 1.01% |
1 Year | 0.00% | 0.00% | 0.00% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
4%
(low)
POTENTIAL GAIN & LOSS Help
The fund's risk of 4% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.00%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$0
Real cost (fees + lost compounding)
$0
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
62%
Return in excess of styles
(over past year)
0.37%