WPOPX
Weitz Partners III Opportunity-Inst
$12.53
0.00 (0.00%)
Currency in USD / Last Updated: 4/17/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 400.511M |
| 52 Week High | 13.18 |
| 52 Week Low | 10.522 |
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Key Data
| Symbol | WPOPX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 12.53 |
| Price Yesterday | 12.53 |
| Market Cap | 400.51 |
| YTD Return | 2.87% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0119 |
Overview
| 52 Week High | 13.18 |
|---|---|
| 52 Week Low | 10.52 |
| Market Cap | 400.51M |
| Shares Outstanding | 31.96M |
| Income Dividend Yield | 0.09% |
| Long Term Dividend Yield | 6.30% |
| Short Term Dividend Yield | 0.36% |
| 52 Week Yield (All) | 6.75% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | -71.98% |
| One Months | -27.73% |
| Three Months | 14.25% |
| Six Months | 18.09% |
| Nine Months | 9.09% |
| One Year | 15.32% |
| Three Years | -1.49% |
| Five Years | 4.38% |
| Ten Years | 4.77% |
| YTD | 10.14% |
| Since Inception | 6.68% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | -2.49% |
| One Month | -2.79% |
| Three Months | 3.38% |
| Six Months | 8.59% |
| Nine Months | 6.77% |
| One Year | 15.30% |
| Three Years | -4.38% |
| Five Years | 23.81% |
| Ten Years | 59.11% |
| YTD | 2.87% |
| Since Inception | 225.29% |
Yearly Returns
| 2024 | 2.87% |
|---|---|
| 2023 | 17.32% |
| 2022 | -22.45% |
| 2021 | 12.40% |
| 2020 | 9.47% |
| 2019 | 34.22% |
| 2018 | -5.21% |
| 2017 | 5.45% |
| 2016 | 6.28% |
| 2015 | -7.23% |
Risk against SP-DA
| Alpha | -5.80% |
|---|---|
| Beta | 0.9 |
| Correlation | 90.30% |
| Downside Deviation | 3.37% |
| Coefficient of determination | 81.54% |
| Standard Deviation | 3.38% |
| Sharpe Ratio | -0.65 |
| Sortino | -2.25 |
| Treynor | 11.06 |
| Ulcer Index | 2.77 |
| Ulcer Performance Index | -2.74 |