WAAEX
Wasatch SmallCap Growth-Inv
$34.76
-0.17 (-0.49%)
Currency in USD / Last Updated: 4/18/2024
Category | Small Cap Growth |
---|---|
Market Cap | 2143.628M |
52 Week High | 38.23 |
52 Week Low | 28.93 |
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Key Data
Symbol | WAAEX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 34.76 |
Price Yesterday | 34.93 |
Market Cap | 2,143.63 |
YTD Return | -3.95% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0.02 |
Prospectus | 0.0115 |
Overview
52 Week High | 38.23 |
---|---|
52 Week Low | 28.93 |
Market Cap | 2,143.63M |
Shares Outstanding | 61.67M |
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 | -70.79% |
---|---|
Five Days | -91.37% |
One Months | -39.55% |
Three Months | -1.60% |
Six Months | 28.40% |
Nine Months | -2.65% |
One Year | 8.91% |
Three Years | -11.81% |
Five Years | 5.99% |
Ten Years | 8.48% |
YTD | -12.68% |
Since Inception | 11.85% |
Returns Total
One Day | -0.49% |
---|---|
Five Days | -4.74% |
One Month | -4.30% |
Three Months | -0.40% |
Six Months | 13.19% |
Nine Months | -2.00% |
One Year | 8.90% |
Three Years | -31.38% |
Five Years | 33.66% |
Ten Years | 125.20% |
YTD | -3.95% |
Since Inception | 4,872.82% |
Yearly Returns
2024 | -3.95% |
---|---|
2023 | 21.24% |
2022 | -40.26% |
2021 | 8.32% |
2020 | 54.48% |
2019 | 40.14% |
2018 | 3.50% |
2017 | 21.73% |
2016 | 4.82% |
2015 | -0.55% |
Risk against SP-DA
Alpha | -19.18% |
---|---|
Beta | 1.32 |
Correlation | 81.13% |
Downside Deviation | 4.43% |
Coefficient of determination | 65.82% |
Standard Deviation | 5.55% |
Sharpe Ratio | -0.71 |
Sortino | -3.07 |
Treynor | 2.66 |
Ulcer Index | 6.9 |
Ulcer Performance Index | -1.97 |