WPLCX
WP LargeCap Income Plus-Inst
$13.86
0.21 (1.54%)
Currency in USD / Last Updated: 4/23/2024
Category | Large Cap Value |
---|---|
Market Cap | 22.684M |
52 Week High | 14.17 |
52 Week Low | 10.89 |
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Key Data
Symbol | WPLCX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 13.86 |
Price Yesterday | 13.65 |
Market Cap | 22.68 |
YTD Return | 6.45% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0 |
Prospectus | 0.0254 |
Overview
52 Week High | 14.17 |
---|---|
52 Week Low | 10.89 |
Market Cap | 22.68M |
Shares Outstanding | 1.64M |
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 | 4,605.11% |
---|---|
Five Days | 428.66% |
One Months | -18.63% |
Three Months | 33.71% |
Six Months | 56.25% |
Nine Months | 18.58% |
One Year | 25.01% |
Three Years | -2.52% |
Five Years | -1.44% |
Ten Years | 3.88% |
YTD | 22.41% |
Since Inception | 3.85% |
Returns Total
One Day | 1.54% |
---|---|
Five Days | 3.36% |
One Month | -1.70% |
Three Months | 7.53% |
Six Months | 24.75% |
Nine Months | 13.70% |
One Year | 24.98% |
Three Years | -7.34% |
Five Years | -6.96% |
Ten Years | 46.22% |
YTD | 6.45% |
Since Inception | 47.82% |
Yearly Returns
2024 | 6.45% |
---|---|
2023 | 25.92% |
2022 | -35.46% |
2021 | 22.54% |
2020 | -22.56% |
2019 | 52.08% |
2018 | -16.58% |
2017 | 23.73% |
2016 | 18.77% |
2015 | -0.12% |
Risk against SP-DA
Alpha | -2.09% |
---|---|
Beta | 1.13 |
Correlation | 91.43% |
Downside Deviation | 3.19% |
Coefficient of determination | 83.60% |
Standard Deviation | 4.23% |
Sharpe Ratio | 0.03 |
Sortino | 0.12 |
Treynor | 17.38 |
Ulcer Index | 3.92 |
Ulcer Performance Index | 0.1 |