WPVLX
Weitz MultiCap Equity-Inv
$30.76
0.00 (0.00%)
Currency in USD / Last Updated: 4/18/2024
Category | Large Cap |
---|---|
Market Cap | 540.152M |
52 Week High | 32.67 |
52 Week Low | 25.342 |
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Key Data
Symbol | WPVLX |
---|---|
Type | Mutual Fund |
Category | Large Cap |
Price | 30.76 |
Price Yesterday | 30.76 |
Market Cap | 540.15 |
YTD Return | 2.60% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0107 |
Overview
52 Week High | 32.67 |
---|---|
52 Week Low | 25.34 |
Market Cap | 540.15M |
Shares Outstanding | 17.56M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 1.76% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.76% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -81.90% |
One Months | -35.98% |
Three Months | 12.32% |
Six Months | 24.36% |
Nine Months | 8.26% |
One Year | 17.62% |
Three Years | 1.25% |
Five Years | 6.99% |
Ten Years | 5.52% |
YTD | 9.02% |
Since Inception | 8.41% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -3.33% |
One Month | -3.81% |
Three Months | 2.95% |
Six Months | 11.41% |
Nine Months | 6.16% |
One Year | 17.60% |
Three Years | 3.80% |
Five Years | 40.06% |
Ten Years | 70.91% |
YTD | 2.60% |
Since Inception | 1,646.74% |
Yearly Returns
2024 | 2.60% |
---|---|
2023 | 17.80% |
2022 | -21.22% |
2021 | 23.57% |
2020 | 7.58% |
2019 | 33.26% |
2018 | -11.50% |
2017 | 11.46% |
2016 | 6.22% |
2015 | -9.25% |
Risk against SP-DA
Alpha | -4.45% |
---|---|
Beta | 0.97 |
Correlation | 90.43% |
Downside Deviation | 3.25% |
Coefficient of determination | 81.77% |
Standard Deviation | 3.66% |
Sharpe Ratio | -0.39 |
Sortino | -1.51 |
Treynor | 12.58 |
Ulcer Index | 2.83 |
Ulcer Performance Index | -1.74 |