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Macquarie Wealth Builder C (DDICX)

13.75
-0.47
(-3.31%)
At close: April 4 at 8:00:33 PM EDT

Fund Summary

Under normal circumstances, at least 50% of the fund's total assets will be invested in income-generating equity securities, including real estate investment trusts (REITs), convertible securities, and exchange-traded funds (ETFs). It invests primarily in income-generating securities (debt and equity), which may include equity securities of large, well-established companies, and debt securities, including high yield, high-risk corporate bonds, investment grade fixed income securities, convertible securities, and U.S. government securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 18.87%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 5

Performance & Risk

YTD Return -6.76%
5y Average Return 9.49%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.95
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
DDICXCategory AverageDDICXCategory AverageDDICXCategory Average
Alpha -0.42 -0.01 1.48 -0.01 -1.51 -0
BETA 0.95 0.01 0.97 0.01 1.03 0.01
Mean Annual Return 0.35 0.01 0.87 0.01 0.42 0.01
R-squared 93.46 0.93 92.38 0.92 91.32 0.92
Standard Deviation 12.36 0.13 11.62 0.1 10.9 0.09
Sharpe Ratio -0.03 0.01 0.65 0.01 0.29 0.01
Treynor Ratio -1.22 0.09 7.64 0.09 2.51 0.07

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