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The Wright Factor Fund follows a disciplined, quantitative multi-factor investment strategy. It harnesses the strength of 10 factor groups—including value, momentum, growth, and quality—each chosen for their demonstrated ability to enh
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 | -9.34% | -11.37% | 2.03% |
| 3 Months | -9.83% | -13.94% | 4.11% |
| 6 Months | -6.51% | -9.62% | 3.11% |
| 1 Year | -2.69% | -3.12% | 0.43% |
| 2 Year | -2.75% | 1.32% | -4.07% |
| 3 Year | 0% | 0% | 0% |
| 5 Year | 0% | 0% | 0% |
| Since Inception | 13.25% | 8.56% | 4.69% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.1% | -- | -9.34% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | -- | -11.37% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 0.24% | -- | 2.03% | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -15% | -8.14% | 2.6% | -0.68% | 5.5% | 1% | 2.69% | -2.99% | -1.26% | 5.98% | 1.28% | -3.4% |
| 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 | -11.57% | -0.4% | -4.72% | -3.86% | 1.96% | -2.68% | 5.4% | -1.24% | -2.5% | 1.71% | 0.32% | -3.16% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 7.36% | -0.86% | 9% | 2.37% | 0.57% | 2.69% | -4.03% | 0.77% | 2.3% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 3.92% | -1.69% | 1.95% | -2.07% | -0.39% | 0.6% | 2.42% | 0.71% | 3.8% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 224.7 | -- | 198 | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 220 | 205.2 | 223.5 | 236.4 | 250.4 | 248.8 | 245.5 | 238.6 | 227 | 234.9 | 235.6 | 235.6 |
| 2024 | -- | -- | -- | 80.3 | 94 | 120.5 | 140.4 | 161.7 | 180 | 199.2 | 217.5 | 243.1 |
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