WPOIX
Weitz Partners III Opportunity-Inv
$11.40
0.00 (0.00%)
Currency in USD / Last Updated: 4/23/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 400.799M |
| 52 Week High | 11.98 |
| 52 Week Low | 9.639 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | WPOIX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 11.4 |
| Price Yesterday | 11.4 |
| Market Cap | 400.80 |
| YTD Return | 2.70% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0175 |
Overview
| 52 Week High | 11.98 |
|---|---|
| 52 Week Low | 9.64 |
| Market Cap | 400.80M |
| Shares Outstanding | 35.16M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 6.92% |
| Short Term Dividend Yield | 0.40% |
| 52 Week Yield (All) | 7.32% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 4.53% |
| One Months | -37.19% |
| Three Months | 2.14% |
| Six Months | 27.12% |
| Nine Months | 6.96% |
| One Year | 15.61% |
| Three Years | -2.03% |
| Five Years | 3.79% |
| Ten Years | 4.10% |
| YTD | 9.01% |
| Since Inception | 6.70% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.09% |
| One Month | -3.80% |
| Three Months | 0.53% |
| Six Months | 12.63% |
| Nine Months | 5.20% |
| One Year | 15.60% |
| Three Years | -5.93% |
| Five Years | 20.41% |
| Ten Years | 49.35% |
| YTD | 2.70% |
| Since Inception | 127.73% |
Yearly Returns
| 2024 | 2.70% |
|---|---|
| 2023 | 16.51% |
| 2022 | -22.83% |
| 2021 | 11.75% |
| 2020 | 8.82% |
| 2019 | 33.47% |
| 2018 | -5.80% |
| 2017 | 4.98% |
| 2016 | 5.70% |
| 2015 | -7.56% |
Risk against SP-DA
| Alpha | -6.85% |
|---|---|
| Beta | 0.89 |
| Correlation | 89.85% |
| Downside Deviation | 3.43% |
| Coefficient of determination | 80.72% |
| Standard Deviation | 3.39% |
| Sharpe Ratio | -0.77 |
| Sortino | -2.63 |
| Treynor | 11.52 |
| Ulcer Index | 2.89 |
| Ulcer Performance Index | -3.12 |