WPSMX
WP Smaller Companies Income Plus-In\Disc
$7.03
0.00 (0.00%)
Currency in USD / Last Updated: 10/9/2023
| Category | Small Growth |
|---|---|
| Market Cap | 3075.787M |
| 52 Week High | 7.31 |
| 52 Week Low | 6.81 |
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Key Data
| Symbol | WPSMX |
|---|---|
| Type | Mutual Fund |
| Category | Small Growth |
| Price | 7.03 |
| Price Yesterday | 7.03 |
| Market Cap | 3,075.79 |
| YTD Return | 0.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0 |
| Prospectus | 0.0334 |
Overview
| 52 Week High | 7.31 |
|---|---|
| 52 Week Low | 6.81 |
| Market Cap | 3,075.79M |
| Shares Outstanding | 437.52M |
| 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 | 2.19% |
| Three Years | -19.75% |
| Five Years | -13.35% |
| Ten Years | -3.47% |
| YTD | 0.00% |
| Since Inception | -4.47% |
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 | 2.18% |
| Three Years | -48.16% |
| Five Years | -51.04% |
| Ten Years | -29.70% |
| YTD | 0.00% |
| Since Inception | -29.70% |
Yearly Returns
| 2023 | 0.00% |
|---|---|
| 2022 | -48.87% |
| 2021 | -14.17% |
| 2020 | 3.49% |
| 2019 | 48.28% |
| 2018 | -19.38% |
| 2017 | 10.59% |
| 2016 | 17.10% |
| 2015 | 0.00% |
| 2014 | 0.00% |
Risk against SP-DA
| Alpha | -5.30% |
|---|---|
| Beta | 0.17 |
| Correlation | 34.12% |
| Downside Deviation | 5.17% |
| Coefficient of determination | 11.64% |
| Standard Deviation | 2.40% |
| Sharpe Ratio | -2.29 |
| Sortino | -3.69 |
| Treynor | -14.14 |
| Ulcer Index | 3.72 |
| Ulcer Performance Index | -5.12 |