WCPBX
Weitz Core Plus Income-Inst
$9.61
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Intermediate Bond |
|---|---|
| Market Cap | 2089.32M |
| 52 Week High | 9.61 |
| 52 Week Low | 8.736 |
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Key Data
| Symbol | WCPBX |
|---|---|
| Type | Mutual Fund |
| Category | Intermediate Bond |
| Price | 9.61 |
| Price Yesterday | 9.61 |
| Market Cap | 2,089.32 |
| YTD Return | 1.49% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0045 |
Overview
| 52 Week High | 9.61 |
|---|---|
| 52 Week Low | 8.74 |
| Market Cap | 2,089.32M |
| Shares Outstanding | 217.41M |
| Income Dividend Yield | 5.33% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 5.33% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 78.75% |
| One Months | 14.41% |
| Three Months | 7.67% |
| Six Months | 4.35% |
| Nine Months | 11.08% |
| One Year | 6.08% |
| Three Years | -0.74% |
| Five Years | 2.38% |
| Ten Years | -999 |
| YTD | 2.91% |
| Since Inception | 2.79% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.16% |
| One Month | 1.07% |
| Three Months | 1.83% |
| Six Months | 2.11% |
| Nine Months | 8.10% |
| One Year | 6.07% |
| Three Years | -2.18% |
| Five Years | 12.44% |
| Ten Years | -999 |
| YTD | 1.49% |
| Since Inception | 31.37% |
Yearly Returns
| 2024 | 1.49% |
|---|---|
| 2023 | 7.05% |
| 2022 | -9.84% |
| 2021 | 1.68% |
| 2020 | 10.31% |
| 2019 | 7.58% |
| 2018 | 1.69% |
| 2017 | 3.03% |
| 2016 | 7.58% |
| 2015 | -1.89% |
Risk against SP-DA
| Alpha | -8.84% |
|---|---|
| Beta | 0.41 |
| Correlation | 77.64% |
| Downside Deviation | 1.36% |
| Coefficient of determination | 60.28% |
| Standard Deviation | 1.69% |
| Sharpe Ratio | -3.86 |
| Sortino | -16.65 |
| Treynor | 1.71 |
| Ulcer Index | 1.85 |
| Ulcer Performance Index | -12.26 |