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MONEY
Best savings accounts that offer above inflation rates
Where to find a top-rated deal that works for you
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.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★★
Number of years up
5
Number of years down
5
Best 1-yr total return (1 May 2024)
52.08%
Worst 1-yr total return (1 May 2024)
N/A
Risk statistics
3 years
WPLCX
Category average
5 years
WPLCX
Category average
10 years
WPLCX
Category average
Alpha
-12.78
-0.06
-18.28
-0.05
-12.75
-0.03
BETA
1.31
0.01
1.67
0.01
1.63
0.01
Mean annual return
0.21
0.01
0.56
0.01
0.68
0.01
R-squared
79.87
0.88
78.16
0.87
78.71
0.88
Standard deviation
25.72
0.2
34.8
0.16
27.83
0.15
Sharpe ratio
-0.01
0.01
0.13
0.01
0.24
0.01
Treynor ratio
-2.83
0.11
-1.35
0.11
1.52
0.1
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