DTSGX
Wilshire Small Company Growth-Inv
$15.67
-0.09 (-0.57%)
Currency in USD / Last Updated: 4/18/2024
Category | Small Cap Growth |
---|---|
Market Cap | 24.169M |
52 Week High | 17.16 |
52 Week Low | 13.29 |
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Key Data
Symbol | DTSGX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 15.67 |
Price Yesterday | 15.76 |
Market Cap | 24.17 |
YTD Return | -3.63% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 2500 |
Redeption Fee | 0 |
Prospectus | 0.0134 |
Overview
52 Week High | 17.16 |
---|---|
52 Week Low | 13.29 |
Market Cap | 24.17M |
Shares Outstanding | 1.54M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.00% |
Returns Annualized
One Day | -76.42% |
---|---|
Five Days | -94.02% |
One Months | -43.50% |
Three Months | 3.93% |
Six Months | 24.46% |
Nine Months | -4.48% |
One Year | 4.82% |
Three Years | -7.27% |
Five Years | 4.56% |
Ten Years | 7.26% |
YTD | -11.69% |
Since Inception | 8.49% |
Returns Total
One Day | -0.57% |
---|---|
Five Days | -5.43% |
One Month | -4.86% |
Three Months | 0.97% |
Six Months | 11.45% |
Nine Months | -3.39% |
One Year | 4.82% |
Three Years | -20.24% |
Five Years | 24.92% |
Ten Years | 101.28% |
YTD | -3.63% |
Since Inception | 1,201.50% |
Yearly Returns
2024 | -3.63% |
---|---|
2023 | 17.91% |
2022 | -31.59% |
2021 | 13.08% |
2020 | 28.98% |
2019 | 27.23% |
2018 | -7.87% |
2017 | 13.67% |
2016 | 20.49% |
2015 | 2.24% |
Risk against SP-DA
Alpha | -23.51% |
---|---|
Beta | 1.34 |
Correlation | 83.13% |
Downside Deviation | 4.29% |
Coefficient of determination | 69.11% |
Standard Deviation | 5.47% |
Sharpe Ratio | -0.93 |
Sortino | -4.13 |
Treynor | -0.42 |
Ulcer Index | 6.64 |
Ulcer Performance Index | -2.67 |