WPOPX
Weitz Partners III Opportunity-Inst
$12.74
-0.05 (-0.39%)
Currency in USD / Last Updated: 7/9/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 406.425M |
| 52 Week High | 13.18 |
| 52 Week Low | 10.736 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | WPOPX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 12.74 |
| Price Yesterday | 12.79 |
| Market Cap | 406.43 |
| YTD Return | 4.60% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0119 |
Overview
| 52 Week High | 13.18 |
|---|---|
| 52 Week Low | 10.74 |
| Market Cap | 406.43M |
| Shares Outstanding | 31.90M |
| Income Dividend Yield | 0.09% |
| Long Term Dividend Yield | 6.19% |
| Short Term Dividend Yield | 0.36% |
| 52 Week Yield (All) | 6.64% |
Returns Annualized
| One Day | -62.77% |
|---|---|
| Five Days | 17.19% |
| One Months | 0.00% |
| Three Months | -9.32% |
| Six Months | 8.85% |
| Nine Months | 14.91% |
| One Year | 10.42% |
| Three Years | -1.71% |
| Five Years | 4.48% |
| Ten Years | 4.64% |
| YTD | 9.11% |
| Since Inception | 6.69% |
Returns Total
| One Day | -0.39% |
|---|---|
| Five Days | 0.31% |
| One Month | 0.00% |
| Three Months | -2.38% |
| Six Months | 4.26% |
| Nine Months | 10.85% |
| One Year | 10.41% |
| Three Years | -5.01% |
| Five Years | 24.40% |
| Ten Years | 57.17% |
| YTD | 4.60% |
| Since Inception | 230.74% |
Yearly Returns
| 2024 | 4.60% |
|---|---|
| 2023 | 17.32% |
| 2022 | -22.45% |
| 2021 | 12.40% |
| 2020 | 9.47% |
| 2019 | 34.22% |
| 2018 | -5.21% |
| 2017 | 5.45% |
| 2016 | 6.28% |
| 2015 | -7.23% |
Risk against SP-DA
| Alpha | -12.94% |
|---|---|
| Beta | 0.77 |
| Correlation | 78.56% |
| Downside Deviation | 3.23% |
| Coefficient of determination | 61.71% |
| Standard Deviation | 3.15% |
| Sharpe Ratio | -1.67 |
| Sortino | -5.66 |
| Treynor | 6.54 |
| Ulcer Index | 3.18 |
| Ulcer Performance Index | -5.75 |