WPVLX
Weitz MultiCap Equity-Inv
$31.63
-0.13 (-0.41%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 549.644M |
| 52 Week High | 32.67 |
| 52 Week Low | 25.765 |
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Key Data
| Symbol | WPVLX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 31.63 |
| Price Yesterday | 31.76 |
| Market Cap | 549.64 |
| YTD Return | 5.50% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0107 |
Overview
| 52 Week High | 32.67 |
|---|---|
| 52 Week Low | 25.77 |
| Market Cap | 549.64M |
| Shares Outstanding | 17.38M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 1.71% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.71% |
Returns Annualized
| One Day | -64.46% |
|---|---|
| Five Days | 51.65% |
| One Months | 17.89% |
| Three Months | -8.06% |
| Six Months | 13.66% |
| Nine Months | 17.91% |
| One Year | 12.73% |
| Three Years | 0.82% |
| Five Years | 7.02% |
| Ten Years | 5.54% |
| YTD | 10.96% |
| Since Inception | 8.44% |
Returns Total
| One Day | -0.41% |
|---|---|
| Five Days | 0.83% |
| One Month | 1.31% |
| Three Months | -2.04% |
| Six Months | 6.50% |
| Nine Months | 12.99% |
| One Year | 12.71% |
| Three Years | 2.47% |
| Five Years | 40.27% |
| Ten Years | 71.18% |
| YTD | 5.50% |
| Since Inception | 1696.14% |
Yearly Returns
| 2024 | 5.50% |
|---|---|
| 2023 | 17.80% |
| 2022 | -21.22% |
| 2021 | 23.57% |
| 2020 | 7.58% |
| 2019 | 33.26% |
| 2018 | -11.50% |
| 2017 | 11.46% |
| 2016 | 6.22% |
| 2015 | -9.25% |
Risk against SP-DA
| Alpha | -13.64% |
|---|---|
| Beta | 0.9 |
| Correlation | 83.77% |
| Downside Deviation | 3.28% |
| Coefficient of determination | 70.18% |
| Standard Deviation | 3.45% |
| Sharpe Ratio | -1.34 |
| Sortino | -4.87 |
| Treynor | 8.17 |
| Ulcer Index | 3.38 |
| Ulcer Performance Index | -4.73 |