WCMGX
WCM Focused Global Growth-Inst
$23.51
-0.27 (-1.14%)
Currency in USD / Last Updated: 4/19/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 471.448M |
| 52 Week High | 25.02 |
| 52 Week Low | 18.39 |
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Key Data
| Symbol | WCMGX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 23.51 |
| Price Yesterday | 23.78 |
| Market Cap | 471.45 |
| YTD Return | 7.60% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0105 |
Overview
| 52 Week High | 25.02 |
|---|---|
| 52 Week Low | 18.39 |
| Market Cap | 471.45M |
| Shares Outstanding | 20.05M |
| 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 | -94.39% |
|---|---|
| Five Days | -79.91% |
| One Months | -38.26% |
| Three Months | 26.26% |
| Six Months | 52.40% |
| Nine Months | 18.26% |
| One Year | 22.66% |
| Three Years | 1.75% |
| Five Years | 11.22% |
| Ten Years | 11.28% |
| YTD | 27.51% |
| Since Inception | 11.91% |
Returns Total
| One Day | -1.14% |
|---|---|
| Five Days | -3.13% |
| One Month | -4.12% |
| Three Months | 6.00% |
| Six Months | 23.22% |
| Nine Months | 13.47% |
| One Year | 22.64% |
| Three Years | 5.35% |
| Five Years | 70.02% |
| Ten Years | 190.68% |
| YTD | 7.60% |
| Since Inception | 236.58% |
Yearly Returns
| 2024 | 7.60% |
|---|---|
| 2023 | 26.45% |
| 2022 | -30.57% |
| 2021 | 14.83% |
| 2020 | 39.53% |
| 2019 | 33.75% |
| 2018 | -3.15% |
| 2017 | 27.52% |
| 2016 | 3.79% |
| 2015 | 10.84% |
Risk against SP-DA
| Alpha | 0.18% |
|---|---|
| Beta | 1.06 |
| Correlation | 92.54% |
| Downside Deviation | 2.96% |
| Coefficient of determination | 85.63% |
| Standard Deviation | 3.92% |
| Sharpe Ratio | 0.09 |
| Sortino | 0.4 |
| Treynor | 16.26 |
| Ulcer Index | 3.55 |
| Ulcer Performance Index | 0.34 |