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WEHIX

Weitz Hickory\Disc

$38.65 0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
Category Mid-Cap Blend
Market Cap 141693.998M
52 Week High 45.15
52 Week Low 38.32
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Key Data
Symbol WEHIX
Type Mutual Fund
Category Mid-Cap Blend
Price 38.65
Price Yesterday 38.65
Market Cap 141,694.00
YTD Return -3.54%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 2500
Redeption Fee 0
Prospectus 0.0109
Overview
52 Week High 45.15
52 Week Low 38.32
Market Cap 141,694.00M
Shares Outstanding 3,666.08M
Income Dividend Yield 0.00%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 0.00%
Returns Annualized
One Day 0.00%
Five Days 0.00%
One Months 0.00%
Three Months 0.00%
Six Months 0.00%
Nine Months -9.89%
One Year -4.38%
Three Years -8.40%
Five Years -4.94%
Ten Years -3.37%
YTD -4.61%
Since Inception 4.32%
Returns Total
One Day 0.00%
Five Days 0.00%
One Month 0.00%
Three Months 0.00%
Six Months 0.00%
Nine Months -7.47%
One Year -4.36%
Three Years -23.05%
Five Years -22.33%
Ten Years -28.95%
YTD -3.54%
Since Inception 262.57%
Yearly Returns
2023 -3.54%
2022 -30.31%
2021 10.28%
2020 -2.83%
2019 33.58%
2018 -23.22%
2017 2.69%
2016 10.16%
2015 -18.79%
2014 -2.90%
Risk against SP-DA
Alpha -19.14%
Beta 0.61
Correlation 63.50%
Downside Deviation 7.86%
Coefficient of determination 40.32%
Standard Deviation 4.57%
Sharpe Ratio -1.62
Sortino -3.26
Treynor -14.76
Ulcer Index 11.61
Ulcer Performance Index -2.21

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