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The Wright Alpha Fund follows a structured, data-driven momentum investment strategy. With a highly focused portfolio containing only 10 stocks, the fund targets high-conviction opportunities. Our investment team leverages an academically-supported, quant
Creator of Wright Research | Specialist in Quantitative Investing and Equity Portfolio Management. Dedicated to leveragi... Creator of Wright Research | Specialist in Quantitative Investing and Equity Portfolio Management. Dedicated to leveraging data-driven strategies and rigorous analysis to deliver optimized investment solutions and superior portfolio performance. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -9.16% | -11.37% | 2.21% |
| 3 Months | -12.65% | -13.94% | 1.29% |
| 6 Months | -8.16% | -9.62% | 1.46% |
| 1 Year | -15.18% | -3.12% | -12.06% |
| 2 Year | -12.82% | 1.32% | -14.14% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | -0.57% | 8.33% | -8.9% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.63% | -- | -9.16% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.71% | -- | 2.21% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -20.33% | -7.84% | -2.76% | 0.68% | 1.79% | 2.81% | -5.24% | -2.6% | -5.04% | 6.48% | -1.12% | -0.14% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.24% | 4.27% | 0.96% | -0.24% |
| Alpha | -16.9% | -0.1% | -10.08% | -2.5% | -1.75% | -0.87% | -2.53% | -0.85% | -6.28% | 2.21% | -2.08% | 0.1% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 5.49% | 4.26% | 6.24% | 0.7% | 9.33% | 6.04% | -3.2% | -3.75% | -1.22% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 2.05% | 3.43% | -0.81% | -3.74% | 8.37% | 3.95% | 3.25% | -3.81% | 0.28% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 47.6 | -- | 39.4 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 73.8 | 69 | 69.7 | 73.6 | 74 | 74 | 66.9 | 63.9 | 54.8 | 55.6 | 53.8 | 51.1 |
| 2024 | -- | -- | -- | 28.9 | 32.9 | 41 | 44.1 | 48.9 | 54.6 | 66.3 | 72.6 | 83.4 |
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