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WPG Partners Small/Micro Cap Value (WPGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.14+0.24 (+1.21%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up34
Number of years down17
Best 1-yr total return (7 May 2024)42.08%
Worst 1-yr total return (7 May 2024)N/A

Risk statistics

3 years
WPGTXCategory average
5 years
WPGTXCategory average
10 years
WPGTXCategory average
Alpha
1.78-0.12
-1.24-0.08
-6.6-0.07
BETA
0.890.01
1.080.01
1.120.01
Mean annual return
0.870.01
1.160.01
0.640.01
R-squared
62.580.78
67.940.72
66.060.73
Standard deviation
19.820.28
24.20.23
21.030.2
Sharpe ratio
0.370
0.480.01
0.290.01
Treynor ratio
6.420.06
8.580.09
3.640.08