WPLCX
WP LargeCap Income Plus-Inst
$15.42
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 24.642M |
| 52 Week High | 15.42 |
| 52 Week Low | 11 |
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Key Data
| Symbol | WPLCX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 15.42 |
| Price Yesterday | 15.42 |
| Market Cap | 24.64 |
| YTD Return | 18.43% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0254 |
Overview
| 52 Week High | 15.42 |
|---|---|
| 52 Week Low | 11.00 |
| Market Cap | 24.64M |
| Shares Outstanding | 1.60M |
| 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 | 143.80% |
| One Months | 111.66% |
| Three Months | 43.51% |
| Six Months | 45.13% |
| Nine Months | 51.55% |
| One Year | 30.49% |
| Three Years | -0.51% |
| Five Years | 0.22% |
| Ten Years | 4.65% |
| YTD | 38.86% |
| Since Inception | 4.82% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.78% |
| One Month | 6.13% |
| Three Months | 9.28% |
| Six Months | 20.09% |
| Nine Months | 36.10% |
| One Year | 30.46% |
| Three Years | -1.51% |
| Five Years | 1.08% |
| Ten Years | 57.38% |
| YTD | 18.43% |
| Since Inception | 64.48% |
Yearly Returns
| 2024 | 18.43% |
|---|---|
| 2023 | 25.92% |
| 2022 | -35.46% |
| 2021 | 22.54% |
| 2020 | -22.56% |
| 2019 | 52.08% |
| 2018 | -16.58% |
| 2017 | 23.73% |
| 2016 | 18.77% |
| 2015 | -0.12% |
Risk against SP-DA
| Alpha | 2.51% |
|---|---|
| Beta | 0.97 |
| Correlation | 79.68% |
| Downside Deviation | 3.10% |
| Coefficient of determination | 63.49% |
| Standard Deviation | 3.91% |
| Sharpe Ratio | 0.13 |
| Sortino | 0.57 |
| Treynor | 25.93 |
| Ulcer Index | 3.88 |
| Ulcer Performance Index | 0.46 |