WCFOX
WCM Focused International Opportn-Inv
$10.12
-0.02 (-0.20%)
Currency in USD / Last Updated: 3/28/2024
Category | Foreign-Small & Mid |
---|---|
Market Cap | 40.938M |
52 Week High | 10.16 |
52 Week Low | 7.631 |
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Key Data
Symbol | WCFOX |
---|---|
Type | Mutual Fund |
Category | Foreign-Small & Mid |
Price | 10.12 |
Price Yesterday | 10.14 |
Market Cap | 40.94 |
YTD Return | 5.97% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.015 |
Overview
52 Week High | 10.16 |
---|---|
52 Week Low | 7.63 |
Market Cap | 40.94M |
Shares Outstanding | 4.05M |
Income Dividend Yield | 0.22% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.22% |
Returns Annualized
One Day | -39.23% |
---|---|
Five Days | -18.05% |
One Months | 31.94% |
Three Months | 27.09% |
Six Months | 53.07% |
Nine Months | 22.28% |
One Year | 20.07% |
Three Years | 0.42% |
Five Years | -999 |
Ten Years | -999 |
YTD | 27.09% |
Since Inception | 0.52% |
Returns Total
One Day | -0.20% |
---|---|
Five Days | -0.39% |
One Month | 2.22% |
Three Months | 5.97% |
Six Months | 23.28% |
Nine Months | 16.08% |
One Year | 19.79% |
Three Years | 1.27% |
Five Years | -999 |
Ten Years | -999 |
YTD | 5.97% |
Since Inception | 1.58% |
Yearly Returns
2024 | 5.97% |
---|---|
2023 | 25.64% |
2022 | -35.42% |
2021 | 18.14% |
2020 | 0.00% |
2019 | 0.00% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -15.24% |
---|---|
Beta | 1.16 |
Correlation | 91.42% |
Downside Deviation | 3.87% |
Coefficient of determination | 83.57% |
Standard Deviation | 4.26% |
Sharpe Ratio | -0.71 |
Sortino | -2.72 |
Treynor | 16.06 |
Ulcer Index | 5.14 |
Ulcer Performance Index | -2.05 |