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WPOPX: PARTNERS III OPPORTUNITY FUND PARTNERS III OPPORTUNITY FUND - INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 13.57 0.07(0.52%) June 30
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 01/06/2006 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 0.02% |
| Expenses | 1.43% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/06/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | 2.3 | 6.0 | 1.2 | -0.7 | 0.8 | 5.6 | 4.0 | 8.9 | 9.6 | -28.4 | 0.4 | -3.4 | 34.2 | -5.2 | 5.4 | 6.3 | -7.2 | 4.5 | 32.8 | 12.9 | 5.6 | 33.6 | 42.0 | -34.5 | -17.3 | 11.8 |
| Sharpe Ratio | NA | 0.03 | 0.11 | -0.12 | -0.15 | -0.03 | NA | 0.16 | 0.17 | 0.37 | -1.22 | 0.02 | -0.13 | 2.08 | -0.51 | 0.71 | 0.54 | -0.68 | 0.54 | 4.2 | 1.16 | 0.26 | 2.28 | 1.64 | -1.17 | -1.43 | 0.88 |
| Draw Down(%) | NA | 14.8 | 19.9 | 23.7 | 39.2 | 39.2 | NA | 58.0 | 10.5 | 13.2 | 30.7 | 14.9 | 28.4 | 11.6 | 17.6 | 6.7 | 9.7 | 14.3 | 7.0 | 2.9 | 8.5 | 18.1 | 12.5 | 19.6 | 46.9 | 21.6 | 6.0 |
| Standard Deviation(%) | NA | 22.2 | 18.9 | 18.0 | 17.8 | 17.1 | NA | 17.2 | 13.2 | 14.6 | 24.4 | 15.0 | 28.8 | 15.8 | 12.8 | 6.8 | 11.2 | 10.7 | 8.3 | 7.8 | 11.2 | 21.4 | 14.7 | 25.6 | 30.2 | 14.3 | 10.0 |
| Treynor Ratio | NA | 0.01 | 0.02 | -0.03 | -0.03 | -0.01 | NA | 0.04 | 0.03 | 0.07 | -0.36 | 0.01 | -0.05 | 0.36 | -0.1 | 0.1 | 0.09 | -0.12 | 0.08 | 0.59 | 0.19 | 0.07 | 0.54 | 0.57 | -0.58 | -0.28 | 0.17 |
| Alpha | NA | -0.03 | -0.03 | -0.04 | -0.04 | -0.02 | NA | -0.01 | -0.01 | -0.01 | -0.06 | -0.04 | -0.06 | 0.02 | 0.0 | -0.01 | 0.0 | -0.03 | -0.01 | 0.05 | 0.01 | 0.03 | 0.06 | 0.04 | -0.04 | -0.1 | 0.02 |
| Beta | NA | 0.91 | 0.88 | 0.85 | 0.77 | 0.73 | NA | 0.69 | 0.79 | 0.74 | 0.83 | 0.51 | 0.71 | 0.92 | 0.67 | 0.5 | 0.66 | 0.61 | 0.6 | 0.55 | 0.69 | 0.77 | 0.62 | 0.74 | 0.61 | 0.72 | 0.53 |
| RSquared | NA | 0.85 | 0.74 | 0.69 | 0.63 | 0.7 | NA | 0.76 | 0.57 | 0.6 | 0.77 | 0.28 | 0.84 | 0.55 | 0.73 | 0.33 | 0.79 | 0.77 | 0.8 | 0.78 | 0.85 | 0.95 | 0.82 | 0.87 | 0.81 | 0.7 | 0.44 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 2.3 | 4.8 | N/A | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 8.1 | 7.0 | 4.7 | 1.4 | 11.1 | 3.1 | 2.9 | 7.5 | 2.6 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -75.0 | -98.2 | -99.6 | N/A | N/A | N/A | -75.0 | N/A | N/A | N/A | -100.0 | 2.5 | 51.6 | 245.9 | -89.5 | 268.3 | 34.3 | -59.4 | 206.3 | 566.7 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/06/2006
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See MID-CAP BLEND Asset Class Trend Rankings |
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Best Closed End Funds
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