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WPG Partners Small/Micro Cap Value (WPGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.28+0.12 (+0.63%)
At close: 08:06AM EDT

Risk overview

Morningstar risk rating★★★
Number of years up34
Number of years down17
Best 1-yr total return (21 Apr 2024)42.08%
Worst 1-yr total return (21 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