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Weitz Partners III Opportunity Investor (WPOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.64+0.01 (+0.09%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up9
Number of years down3
Best 1-yr total return (5 May 2024)33.48%
Worst 1-yr total return (5 May 2024)N/A

Risk statistics

3 years
WPOIXCategory average
5 years
WPOIXCategory average
10 years
WPOIXCategory average
Alpha
-9.64-0.02
-6.87-0.02
-5.85-0.03
BETA
0.850.01
0.820
0.820.01
Mean annual return
-0.110.01
0.420.01
0.410
R-squared
83.740.58
81.480.54
76.760.54
Standard deviation
16.470.13
16.710.11
14.20.1
Sharpe ratio
-0.270
0.170.01
0.240
Treynor ratio
-6.670.05
1.870.16
3.060.07