Nasdaq - Delayed Quote USD
Westwood Real Estate Inc Inst (KIFYX)
At close: 8:01:11 PM EST
Fund Summary
Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in income-producing securities of companies in the real estate industry. It invests primarily in securities of companies in the real estate industry, such as real estate investment trusts ("REITs"), master limited partnerships and other real estate firms.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 76.03% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | 0.11% |
| 5y Average Return | 3.52% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.29 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| KIFYX | Category Average | KIFYX | Category Average | KIFYX | Category Average | |
| Alpha | 8.61 | 0.03 | 6.77 | 0.04 | 3.9 | 0.04 |
| BETA | 1.29 | 0.01 | 1.34 | 0.01 | 1.17 | 0.01 |
| Mean Annual Return | 0.44 | 0.01 | 0.51 | 0.01 | 0.46 | 0.01 |
| R-squared | 59.33 | 0.08 | 21.19 | 0.11 | 17.37 | 0.1 |
| Standard Deviation | 12.85 | 0.13 | 18.39 | 0.1 | 14.01 | 0.07 |
| Sharpe Ratio | 0.09 | 0.01 | 0.2 | 0.01 | 0.26 | 0.01 |
| Treynor Ratio | 0.33 | 0.07 | 1.36 | 0.06 | 2.31 | 0.08 |
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