WEHIX
Weitz Hickory\Disc
$38.65
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | Mid-Cap Blend |
|---|---|
| Market Cap | 141693.998M |
| 52 Week High | 45.15 |
| 52 Week Low | 38.32 |
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Key Data
| Symbol | WEHIX |
|---|---|
| Type | Mutual Fund |
| Category | Mid-Cap Blend |
| Price | 38.65 |
| Price Yesterday | 38.65 |
| Market Cap | 141,694.00 |
| YTD Return | -3.54% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0109 |
Overview
| 52 Week High | 45.15 |
|---|---|
| 52 Week Low | 38.32 |
| Market Cap | 141,694.00M |
| Shares Outstanding | 3,666.08M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Months | 0.00% |
| Three Months | 0.00% |
| Six Months | 0.00% |
| Nine Months | -9.89% |
| One Year | -4.38% |
| Three Years | -8.40% |
| Five Years | -4.94% |
| Ten Years | -3.37% |
| YTD | -4.61% |
| Since Inception | 4.32% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 0.00% |
| Nine Months | -7.47% |
| One Year | -4.36% |
| Three Years | -23.05% |
| Five Years | -22.33% |
| Ten Years | -28.95% |
| YTD | -3.54% |
| Since Inception | 262.57% |
Yearly Returns
| 2023 | -3.54% |
|---|---|
| 2022 | -30.31% |
| 2021 | 10.28% |
| 2020 | -2.83% |
| 2019 | 33.58% |
| 2018 | -23.22% |
| 2017 | 2.69% |
| 2016 | 10.16% |
| 2015 | -18.79% |
| 2014 | -2.90% |
Risk against SP-DA
| Alpha | -19.14% |
|---|---|
| Beta | 0.61 |
| Correlation | 63.50% |
| Downside Deviation | 7.86% |
| Coefficient of determination | 40.32% |
| Standard Deviation | 4.57% |
| Sharpe Ratio | -1.62 |
| Sortino | -3.26 |
| Treynor | -14.76 |
| Ulcer Index | 11.61 |
| Ulcer Performance Index | -2.21 |