WPINX
WP Income Plus-Inst\Disc
$3.75
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | High Yield Bond |
|---|---|
| Market Cap | 1434.154M |
| 52 Week High | 3.76 |
| 52 Week Low | 3.41 |
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Key Data
| Symbol | WPINX |
|---|---|
| Type | Mutual Fund |
| Category | High Yield Bond |
| Price | 3.75 |
| Price Yesterday | 3.75 |
| Market Cap | 1,434.15 |
| YTD Return | 0.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0467 |
Overview
| 52 Week High | 3.76 |
|---|---|
| 52 Week Low | 3.41 |
| Market Cap | 1,434.15M |
| Shares Outstanding | 382.44M |
| 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 | 0.00% |
| One Year | 7.49% |
| Three Years | -11.99% |
| Five Years | -18.82% |
| Ten Years | -9.37% |
| YTD | 0.00% |
| Since Inception | -11.94% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.00% |
| Three Months | 0.00% |
| Six Months | 0.00% |
| Nine Months | 0.00% |
| One Year | 7.45% |
| Three Years | -31.69% |
| Five Years | -64.62% |
| Ten Years | -62.50% |
| YTD | 0.00% |
| Since Inception | -62.50% |
Yearly Returns
| 2023 | 0.00% |
|---|---|
| 2022 | -45.01% |
| 2021 | 15.20% |
| 2020 | -46.81% |
| 2019 | 23.94% |
| 2018 | -17.08% |
| 2017 | -1.10% |
| 2016 | 9.50% |
| 2015 | 0.00% |
| 2014 | 0.00% |
Risk against SP-DA
| Alpha | 0.71% |
|---|---|
| Beta | 0.13 |
| Correlation | 35.06% |
| Downside Deviation | 5.89% |
| Coefficient of determination | 12.29% |
| Standard Deviation | 1.75% |
| Sharpe Ratio | -2.27 |
| Sortino | -2.33 |
| Treynor | 22.14 |
| Ulcer Index | 0.41 |
| Ulcer Performance Index | -33.92 |