WSHNX
Weitz Short-Duration Income-Inv
$11.87
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Short Term Bond |
|---|---|
| Market Cap | 895.643M |
| 52 Week High | 11.87 |
| 52 Week Low | 11.16 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
| Symbol | WSHNX |
|---|---|
| Type | Mutual Fund |
| Category | Short Term Bond |
| Price | 11.87 |
| Price Yesterday | 11.87 |
| Market Cap | 895.64 |
| YTD Return | 2.57% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2500 |
| Redeption Fee | 0 |
| Prospectus | 0.0055 |
Overview
| 52 Week High | 11.87 |
|---|---|
| 52 Week Low | 11.16 |
| Market Cap | 895.64M |
| Shares Outstanding | 75.45M |
| Income Dividend Yield | 4.45% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.45% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 13.62% |
| One Months | 9.25% |
| Three Months | 6.30% |
| Six Months | 5.48% |
| Nine Months | 6.93% |
| One Year | 6.37% |
| Three Years | 1.82% |
| Five Years | 2.28% |
| Ten Years | 1.92% |
| YTD | 5.04% |
| Since Inception | 1.94% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.25% |
| One Month | 0.70% |
| Three Months | 1.51% |
| Six Months | 2.66% |
| Nine Months | 5.09% |
| One Year | 6.36% |
| Three Years | 5.52% |
| Five Years | 11.92% |
| Ten Years | 20.84% |
| YTD | 2.57% |
| Since Inception | 28.12% |
Yearly Returns
| 2024 | 2.57% |
|---|---|
| 2023 | 6.25% |
| 2022 | -2.86% |
| 2021 | 0.99% |
| 2020 | 3.27% |
| 2019 | 4.02% |
| 2018 | 1.13% |
| 2017 | 1.34% |
| 2016 | 2.66% |
| 2015 | -0.31% |
Risk against SP-DA
| Alpha | -2.09% |
|---|---|
| Beta | 0.13 |
| Correlation | 77.33% |
| Downside Deviation | 0.17% |
| Coefficient of determination | 59.80% |
| Standard Deviation | 0.55% |
| Sharpe Ratio | -11.74 |
| Sortino | -129.19 |
| Treynor | 7.49 |
| Ulcer Index | 0.19 |
| Ulcer Performance Index | -115.63 |