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WP Large Cap Income Plus Institutional (WPLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.23+0.16 (+1.14%)
As of 08:06AM EDT. Market open.

Risk overview

Morningstar risk rating★★★★★
Number of years up5
Number of years down5
Best 1-yr total return (1 May 2024)52.08%
Worst 1-yr total return (1 May 2024)N/A

Risk statistics

3 years
WPLCXCategory average
5 years
WPLCXCategory average
10 years
WPLCXCategory average
Alpha
-12.78-0.06
-18.28-0.05
-12.75-0.03
BETA
1.310.01
1.670.01
1.630.01
Mean annual return
0.210.01
0.560.01
0.680.01
R-squared
79.870.88
78.160.87
78.710.88
Standard deviation
25.720.2
34.80.16
27.830.15
Sharpe ratio
-0.010.01
0.130.01
0.240.01
Treynor ratio
-2.830.11
-1.350.11
1.520.1