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WPG Partners Small/Micro Cap Value (WPGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.08+0.17 (+0.90%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return14.98%
5-year average return0.26%
Number of years up31
Number of years down17
Best 1-yr total return (3 Feb 2019)42.08%
Worst 1-yr total return (3 Feb 2019)-38.73%
Best 3-yr total return42.08%
Worst 3-yr total return-11.09%

Trailing returns (%) vs. Benchmarks

ReturnWPGTXCategory
YTD3.42%26.79%
1-month5.99%-1.77%
3-month1.39%4.45%
1-year20.68%71.02%
3-year13.32%9.35%
5-year11.62%12.17%
10-year8.23%9.95%
Last bull market31.35%28.07%
Last bear market-28.95%-24.24%

Annual total return (%) history

Year
WPGTXCategory
2021
N/AN/A
2020
-1.31%4.02%
2019
23.35%21.43%
2018
-21.77%-15.46%
2017
5.68%8.54%
2016
19.63%25.99%
2015
-13.74%-6.71%
2014
-3.62%3.34%
2013
42.08%36.22%
2012
22.88%16.00%
2011
-11.94%-4.45%
2010
26.09%26.17%
2009
41.23%31.32%
2008
-38.73%-32.24%
2007
-7.04%-6.08%
2006
23.38%16.27%
2005
-2.00%6.40%
2004
19.35%21.14%
2003
45.37%42.38%
2002
-26.10%-10.12%
2001
-14.78%15.92%
2000
-5.20%18.64%
1999
63.26%6.78%
1998
-22.03%-6.93%
1997
11.11%27.89%
1996
18.82%22.50%
1995
41.18%22.49%
1994
-9.80%-0.53%
1993
13.38%17.24%
1992
5.13%19.74%
1991
45.85%37.50%
1990
-5.16%-13.78%
1989
20.71%15.30%
1988
19.09%22.20%
1987
1.11%-6.76%
1986
12.35%9.89%
1985
31.26%28.98%
1984
-7.24%-5.99%
1983
28.46%21.98%
1982
45.35%36.14%
1981
8.80%-8.06%
1980
43.16%33.95%
1979
27.41%21.08%
1978
19.92%12.82%
1977
6.58%3.20%
1976
23.95%24.18%
1975
29.25%68.91%
1974
-16.71%-33.82%
1973
-34.75%-34.30%
1972
N/A5.64%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202126.52%N/AN/AN/A
2020-35.92%18.31%-0.71%31.12%
201914.73%0.43%-1.07%8.21%
2018-8.12%9.10%1.49%-23.10%
2017-1.42%-0.60%3.73%3.97%
20161.13%3.41%4.91%9.04%
20151.82%-3.76%-13.27%1.50%
20140.70%3.85%-9.80%2.18%
201314.64%4.50%7.86%9.96%
201215.93%-3.74%5.16%4.71%
20115.90%-3.21%-25.00%14.54%
20109.28%-5.85%9.36%12.06%
2009-8.75%28.51%17.77%2.26%
2008-9.19%-8.29%5.42%-30.21%
20073.54%5.69%-7.76%-7.91%
20069.85%-1.20%0.06%13.61%
2005-3.70%0.77%3.58%-2.50%
20047.89%0.34%-3.05%13.72%
2003-6.32%23.84%8.05%15.97%
2002-7.17%-9.42%-19.23%8.81%
2001-22.05%14.91%-23.29%24.03%
200011.13%-4.32%3.98%-14.26%
1999-6.54%21.62%1.06%42.13%
19987.72%-7.55%-29.34%10.81%
1997-12.07%14.85%16.97%-5.94%
19968.61%8.39%0.91%0.04%
19955.69%10.67%13.63%6.23%
1994-5.90%-10.22%11.43%-4.19%
1993-2.21%4.44%7.16%3.60%
19921.93%-9.67%-2.76%17.42%
199122.69%-4.06%11.26%11.36%
19902.53%6.89%-14.37%1.05%
19895.68%5.65%11.78%-3.28%
19888.84%6.10%-2.66%5.96%
198729.48%0.24%6.31%-26.72%
198615.26%6.68%-11.29%3.00%
198510.73%5.93%-5.56%18.49%
1984-11.07%-2.47%4.53%2.32%
198317.99%24.07%-6.42%-6.23%
1982-5.91%5.76%11.06%31.52%
19815.74%3.85%-12.37%13.07%
1980-4.82%9.73%15.36%18.83%
19798.14%-2.76%14.69%5.65%
19780.00%14.94%15.94%-10.01%
1977-5.94%7.22%-1.05%6.81%
197620.79%1.53%-5.58%7.05%
19759.52%25.47%-13.61%8.88%
1974-7.65%-11.35%-3.81%5.76%
1973-18.30%-22.17%19.48%-14.11%
19720.00%-2.34%7.98%N/A

Rank in category (by total return)

YTD8
1-month38
3-month6
1-year13
3-year51
5-year75

Load adjusted returns

1-year75.89%
3-year13.11%
5-year9.86%
10-year9.18%