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WPG Partners Small/Micro Cap Value (WPGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.01+0.27 (+1.30%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up34
Number of years down17
Best 1-yr total return (25 Jul 2024)42.08%
Worst 1-yr total return (25 Jul 2024)N/A

Risk statistics

3 years
WPGTXCategory average
5 years
WPGTXCategory average
10 years
WPGTXCategory average
Alpha
0.74-0.12
-1.55-0.08
-7.32-0.07
BETA
0.890.01
1.070.01
1.120.01
Mean annual return
0.920.01
1.260.01
0.610.01
R-squared
62.810.78
65.940.72
65.70.73
Standard deviation
19.860.28
23.780.23
21.030.2
Sharpe ratio
0.380
0.540.01
0.270.01
Treynor ratio
6.830.06
9.960.09
3.260.08