WSHNX
Weitz Short-Duration Income-Inv
$11.80
0.00 (0.00%)
Currency in USD / Last Updated: 4/25/2024
Category | Short Term Bond |
---|---|
Market Cap | 870.792M |
52 Week High | 11.84 |
52 Week Low | 11.232 |
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Key Data
Symbol | WSHNX |
---|---|
Type | Mutual Fund |
Category | Short Term Bond |
Price | 11.8 |
Price Yesterday | 11.8 |
Market Cap | 870.79 |
YTD Return | 0.78% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0055 |
Overview
52 Week High | 11.84 |
---|---|
52 Week Low | 11.23 |
Market Cap | 870.79M |
Shares Outstanding | 73.80M |
Income Dividend Yield | 4.28% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 4.28% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 4.37% |
One Months | 0.58% |
Three Months | 3.15% |
Six Months | 7.44% |
Nine Months | 5.56% |
One Year | 4.57% |
Three Years | 1.35% |
Five Years | 2.15% |
Ten Years | 1.76% |
YTD | 2.47% |
Since Inception | 1.83% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.08% |
One Month | 0.05% |
Three Months | 0.78% |
Six Months | 3.62% |
Nine Months | 4.16% |
One Year | 4.56% |
Three Years | 4.10% |
Five Years | 11.21% |
Ten Years | 19.06% |
YTD | 0.78% |
Since Inception | 25.89% |
Yearly Returns
2024 | 0.78% |
---|---|
2023 | 6.25% |
2022 | -2.86% |
2021 | 0.99% |
2020 | 3.27% |
2019 | 4.02% |
2018 | 1.13% |
2017 | 1.33% |
2016 | 2.66% |
2015 | -0.32% |
Risk against SP-DA
Alpha | -3.20% |
---|---|
Beta | 0.12 |
Correlation | 70.07% |
Downside Deviation | 0.25% |
Coefficient of determination | 49.10% |
Standard Deviation | 0.56% |
Sharpe Ratio | -10.97 |
Sortino | -84.69 |
Treynor | -6.99 |
Ulcer Index | 0.26 |
Ulcer Performance Index | -82.06 |