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WPG Partners Small Cap Value Div Fund (WPGTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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19.30
+0.02
(+0.10%)
As of 08:06AM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
34
Number of years down
17
Best 1-yr total return (29 Apr 2024)
42.08%
Worst 1-yr total return (29 Apr 2024)
N/A
Risk statistics
3 years
WPGTX
Category average
5 years
WPGTX
Category average
10 years
WPGTX
Category average
Alpha
2.19
-0.12
-1.04
-0.08
-6.86
-0.07
BETA
0.88
0.01
1.08
0.01
1.12
0.01
Mean annual return
1.12
0.01
1.32
0.01
0.67
0.01
R-squared
61.81
0.78
67.58
0.72
65.69
0.73
Standard deviation
19.57
0.28
24.08
0.23
20.97
0.2
Sharpe ratio
0.54
0
0.57
0.01
0.31
0.01
Treynor ratio
10.58
0.06
10.67
0.09
3.97
0.08
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