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WPG Partners Small/Micro Cap Value (WPGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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19.43

+0.10

(+0.52%)

At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★

Number of years up34

Number of years down17

Best 1-yr total return (25 Apr 2024)42.08%

Worst 1-yr total return (25 Apr 2024)N/A

Risk statistics

3 years

WPGTXCategory average

5 years

WPGTXCategory average

10 years

WPGTXCategory average

Alpha

2.19-0.12

-1.04-0.08

-6.86-0.07

BETA

0.880.01

1.080.01

1.120.01

Mean annual return

1.120.01

1.320.01

0.670.01

R-squared

61.810.78

67.580.72

65.690.73

Standard deviation

19.570.28

24.080.23

20.970.2

Sharpe ratio

0.540

0.570.01

0.310.01

Treynor ratio

10.580.06

10.670.09

3.970.08