WALSX
Wasatch Long/Short Alpha-Inv
$13.97
0.02 (0.14%)
Currency in USD / Last Updated: 4/26/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 67.851M |
| 52 Week High | 14.53 |
| 52 Week Low | 10.29 |
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Key Data
| Symbol | WALSX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 13.97 |
| Price Yesterday | 13.95 |
| Market Cap | 67.85 |
| YTD Return | 6.48% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0267 |
Overview
| 52 Week High | 14.53 |
|---|---|
| 52 Week Low | 10.29 |
| Market Cap | 67.85M |
| Shares Outstanding | 4.86M |
| 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 | 43.53% |
|---|---|
| Five Days | -6.96% |
| One Months | -31.03% |
| Three Months | 25.87% |
| Six Months | 67.78% |
| Nine Months | 34.26% |
| One Year | 31.95% |
| Three Years | -999 |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 21.59% |
| Since Inception | 14.03% |
Returns Total
| One Day | 0.14% |
|---|---|
| Five Days | -0.14% |
| One Month | -3.19% |
| Three Months | 5.91% |
| Six Months | 29.23% |
| Nine Months | 24.84% |
| One Year | 31.92% |
| Three Years | -999 |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 6.48% |
| Since Inception | 39.83% |
Yearly Returns
| 2024 | 6.48% |
|---|---|
| 2023 | 27.75% |
| 2022 | -8.38% |
| 2021 | 12.19% |
| 2020 | 0.00% |
| 2019 | 0.00% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | 7.94% |
|---|---|
| Beta | 0.83 |
| Correlation | 75.93% |
| Downside Deviation | 2.80% |
| Coefficient of determination | 57.66% |
| Standard Deviation | 3.74% |
| Sharpe Ratio | 0.33 |
| Sortino | 1.5 |
| Treynor | 31.88 |
| Ulcer Index | 2.63 |
| Ulcer Performance Index | 1.6 |