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William Penn Bancorporation (WMPN)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US96927A1051

CUSIP

96927A105

Sector

Financial Services

IPO Date

Apr 16, 2008

Highlights

Market Cap

$118.23M

Total Revenue (TTM)

$30.50M

Gross Profit (TTM)

$34.53M

EBITDA (TTM)

$508.00K

Year Range

$10.75 - $13.87

Target Price

$14.00

Short %

0.13%

Short Ratio

0.11

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in William Penn Bancorporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%JulyAugustSeptemberOctoberNovemberDecember
13.85%
51.70%
WMPN (William Penn Bancorporation)
Benchmark (^GSPC)

Returns By Period

William Penn Bancorporation had a return of 1.64% year-to-date (YTD) and -1.50% in the last 12 months.


WMPN

YTD

1.64%

1M

-5.61%

6M

9.01%

1Y

-1.50%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of WMPN, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.55%-2.42%2.32%-0.64%-1.55%-5.39%7.73%-2.04%2.08%4.25%3.77%1.64%
2023-2.81%1.02%-4.55%-8.30%-5.02%3.15%8.38%12.31%1.30%-2.16%2.22%-1.93%1.82%
20224.72%-0.95%2.00%-4.08%-5.25%1.21%-2.14%0.70%-1.13%0.18%2.99%3.59%1.35%
2021-0.35%1.85%-2.85%5.78%5.87%-2.36%1.75%0.00%-0.90%-0.17%8.53%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WMPN is 41, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WMPN is 4141
Overall Rank
The Sharpe Ratio Rank of WMPN is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of WMPN is 3636
Sortino Ratio Rank
The Omega Ratio Rank of WMPN is 3636
Omega Ratio Rank
The Calmar Ratio Rank of WMPN is 4444
Calmar Ratio Rank
The Martin Ratio Rank of WMPN is 4545
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for William Penn Bancorporation (WMPN) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for WMPN, currently valued at -0.06, compared to the broader market-4.00-2.000.002.00-0.062.10
The chart of Sortino ratio for WMPN, currently valued at 0.06, compared to the broader market-4.00-2.000.002.004.000.062.80
The chart of Omega ratio for WMPN, currently valued at 1.01, compared to the broader market0.501.001.502.001.011.39
The chart of Calmar ratio for WMPN, currently valued at -0.07, compared to the broader market0.002.004.006.00-0.073.09
The chart of Martin ratio for WMPN, currently valued at -0.17, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.1713.49
WMPN
^GSPC

The current William Penn Bancorporation Sharpe ratio is -0.06. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of William Penn Bancorporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.06
2.10
WMPN (William Penn Bancorporation)
Benchmark (^GSPC)

Dividends

Dividend History

William Penn Bancorporation provided a 0.98% dividend yield over the last twelve months, with an annual payout of $0.12 per share.


1.00%1.50%2.00%2.50%$0.00$0.05$0.10$0.15$0.20$0.25$0.30202120222023
Dividends
Dividend Yield
PeriodTTM202320222021
Dividend$0.12$0.12$0.12$0.30

Dividend yield

0.98%0.98%0.99%2.48%

Monthly Dividends

The table displays the monthly dividend distributions for William Penn Bancorporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.12
2023$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.12
2022$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.03$0.00$0.00$0.12
2021$0.30$0.00$0.00$0.00$0.00$0.00$0.30

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%1.0%
William Penn Bancorporation has a dividend yield of 0.98%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%600.0%
William Penn Bancorporation has a payout ratio of 600.00%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-8.49%
-2.62%
WMPN (William Penn Bancorporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the William Penn Bancorporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the William Penn Bancorporation was 29.38%, occurring on May 3, 2023. Recovery took 183 trading sessions.

The current William Penn Bancorporation drawdown is 8.49%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.38%Mar 23, 2022279May 3, 2023183Jan 25, 2024462
-14.91%Jan 29, 2024114Jul 11, 202483Nov 6, 2024197
-10.28%Nov 26, 202417Dec 19, 2024
-7.14%Jan 14, 202236Mar 8, 202210Mar 22, 202246
-5.75%Jun 16, 20213Jun 18, 20211Jun 21, 20214

Volatility

Volatility Chart

The current William Penn Bancorporation volatility is 7.19%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%JulyAugustSeptemberOctoberNovemberDecember
7.19%
3.79%
WMPN (William Penn Bancorporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of William Penn Bancorporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for William Penn Bancorporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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