WCPBX
Weitz Core Plus Income-Inst
$9.42
-0.02 (-0.21%)
Currency in USD / Last Updated: 4/24/2024
Category | Intermediate Bond |
---|---|
Market Cap | 1700.112M |
52 Week High | 9.674 |
52 Week Low | 8.859 |
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Key Data
Symbol | WCPBX |
---|---|
Type | Mutual Fund |
Category | Intermediate Bond |
Price | 9.42 |
Price Yesterday | 9.44 |
Market Cap | 1,700.11 |
YTD Return | -1.91% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000000 |
Redeption Fee | 0 |
Prospectus | 0.0045 |
Overview
52 Week High | 9.67 |
---|---|
52 Week Low | 8.86 |
Market Cap | 1,700.11M |
Shares Outstanding | 180.48M |
Income Dividend Yield | 5.31% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.31% |
Returns Annualized
One Day | -41.43% |
---|---|
Five Days | -10.15% |
One Months | -18.15% |
Three Months | -1.85% |
Six Months | 11.21% |
Nine Months | 1.96% |
One Year | 1.59% |
Three Years | -1.32% |
Five Years | 2.17% |
Ten Years | -999 |
YTD | -5.96% |
Since Inception | 2.49% |
Returns Total
One Day | -0.21% |
---|---|
Five Days | -0.21% |
One Month | -1.73% |
Three Months | -0.46% |
Six Months | 5.40% |
Nine Months | 1.48% |
One Year | 1.59% |
Three Years | -3.89% |
Five Years | 11.31% |
Ten Years | -999 |
YTD | -1.91% |
Since Inception | 26.99% |
Yearly Returns
2024 | -1.91% |
---|---|
2023 | 7.07% |
2022 | -9.84% |
2021 | 1.68% |
2020 | 10.32% |
2019 | 7.58% |
2018 | 1.68% |
2017 | 3.04% |
2016 | 7.59% |
2015 | -1.89% |
Risk against SP-DA
Alpha | -10.79% |
---|---|
Beta | 0.37 |
Correlation | 73.61% |
Downside Deviation | 1.25% |
Coefficient of determination | 54.19% |
Standard Deviation | 1.70% |
Sharpe Ratio | -3.9 |
Sortino | -18.32 |
Treynor | -10.39 |
Ulcer Index | 2.02 |
Ulcer Performance Index | -11.38 |