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MONEY
Best savings accounts that offer above inflation rates
How to earn the most interest on your savings
WPG Partners Small/Micro Cap Value (WPGTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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20.07
-0.07
(-0.35%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
34
Number of years down
17
Best 1-yr total return (9 May 2024)
42.08%
Worst 1-yr total return (9 May 2024)
N/A
Risk statistics
3 years
WPGTX
Category average
5 years
WPGTX
Category average
10 years
WPGTX
Category average
Alpha
1.78
-0.12
-1.24
-0.08
-6.6
-0.07
BETA
0.89
0.01
1.08
0.01
1.12
0.01
Mean annual return
0.87
0.01
1.16
0.01
0.64
0.01
R-squared
62.58
0.78
67.94
0.72
66.06
0.73
Standard deviation
19.82
0.28
24.2
0.23
21.03
0.2
Sharpe ratio
0.37
0
0.48
0.01
0.29
0.01
Treynor ratio
6.42
0.06
8.58
0.09
3.64
0.08
Data disclaimer
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