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WP Large Cap Income Plus Institutional (WPLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.61-0.17 (-1.15%)
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 (19 May 2024)52.08%
Worst 1-yr total return (19 May 2024)N/A

Risk statistics

3 years
WPLCXCategory average
5 years
WPLCXCategory average
10 years
WPLCXCategory average
Alpha
-10.1-0.01
-16.35-0.03
-11.79-0.03
BETA
1.280.01
1.650.01
1.610.01
Mean annual return
0.080.01
0.460.01
0.670.01
R-squared
77.70.78
76.90.83
77.940.84
Standard deviation
25.580.17
34.720.19
27.830.16
Sharpe ratio
-0.080
0.10
0.240.01
Treynor ratio
-4.260.04
-2.090.07
1.470.08