Nasdaq - Delayed Quote USD
Weitz Core Plus Income Institutional (WCPBX)
9.63
-0.02
(-0.21%)
At close: 8:09:28 AM EDT
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in debt securities. These debt securities may include U.S. government securities, corporate debt securities, other mortgage-backed securities, asset-backed securities and securities issued by foreign governments, which may include sovereign debt.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 10.32% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 2.84% |
| 5y Average Return | 2.72% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WCPBX | Category Average | WCPBX | Category Average | WCPBX | Category Average | |
| Alpha | 0.82 | 0 | 3.27 | 0.01 | 1.61 | 0.01 |
| BETA | 0.8 | 0.01 | 0.84 | 0.01 | 0.82 | 0.01 |
| Mean Annual Return | 0.2 | 0 | 0.3 | 0 | 0.27 | 0 |
| R-squared | 96.96 | 0.62 | 89.17 | 0.65 | 74.65 | 0.64 |
| Standard Deviation | 6.24 | 0.05 | 5.58 | 0.04 | 4.75 | 0.04 |
| Sharpe Ratio | -0.35 | 0.01 | 0.14 | 0.01 | 0.28 | 0.01 |
| Treynor Ratio | -3.01 | 0.05 | 0.8 | 0.03 | 1.49 | 0.04 |
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