DTLGX
Wilshire LargeCap Growth-Inv
$38.57
0.00 (0.00%)
Currency in USD / Last Updated: 4/19/2024
Category | Large Cap Growth |
---|---|
Market Cap | 237.269M |
52 Week High | 40.69 |
52 Week Low | 28.026 |
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Key Data
Symbol | DTLGX |
---|---|
Type | Mutual Fund |
Category | Large Cap Growth |
Price | 38.57 |
Price Yesterday | 38.57 |
Market Cap | 237.27 |
YTD Return | 9.05% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0024 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.013 |
Overview
52 Week High | 40.69 |
---|---|
52 Week Low | 28.03 |
Market Cap | 237.27M |
Shares Outstanding | 6.15M |
Income Dividend Yield | 0.08% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.08% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -79.22% |
One Months | -35.25% |
Three Months | 22.02% |
Six Months | 53.38% |
Nine Months | 21.24% |
One Year | 34.31% |
Three Years | 5.72% |
Five Years | 14.02% |
Ten Years | 13.40% |
YTD | 33.30% |
Since Inception | 10.27% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -3.07% |
One Month | -3.72% |
Three Months | 5.10% |
Six Months | 23.61% |
Nine Months | 15.61% |
One Year | 34.27% |
Three Years | 18.13% |
Five Years | 92.49% |
Ten Years | 251.02% |
YTD | 9.05% |
Since Inception | 2,068.07% |
Yearly Returns
2024 | 9.05% |
---|---|
2023 | 39.81% |
2022 | -31.74% |
2021 | 23.03% |
2020 | 38.82% |
2019 | 28.60% |
2018 | -1.90% |
2017 | 26.94% |
2016 | 3.35% |
2015 | 6.15% |
Risk against SP-DA
Alpha | 8.45% |
---|---|
Beta | 1.27 |
Correlation | 96.68% |
Downside Deviation | 2.96% |
Coefficient of determination | 93.48% |
Standard Deviation | 4.49% |
Sharpe Ratio | 0.83 |
Sortino | 4.33 |
Treynor | 22.73 |
Ulcer Index | 3.12 |
Ulcer Performance Index | 4.11 |