WCMLX
WCM SmallCap Growth-Inst
$13.21
0.06 (0.46%)
Currency in USD / Last Updated: 3/28/2024
Category | Small Cap Growth |
---|---|
Market Cap | 47.394M |
52 Week High | 13.26 |
52 Week Low | 10.19 |
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Key Data
Symbol | WCMLX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 13.21 |
Price Yesterday | 13.15 |
Market Cap | 47.39 |
YTD Return | 7.14% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0099 |
Overview
52 Week High | 13.26 |
---|---|
52 Week Low | 10.19 |
Market Cap | 47.39M |
Shares Outstanding | 3.59M |
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 | 215.29% |
---|---|
Five Days | 52.48% |
One Months | 20.05% |
Three Months | 32.99% |
Six Months | 41.18% |
Nine Months | 13.58% |
One Year | 14.77% |
Three Years | -1.13% |
Five Years | -999 |
Ten Years | -999 |
YTD | 32.99% |
Since Inception | 8.96% |
Returns Total
One Day | 0.46% |
---|---|
Five Days | 0.84% |
One Month | 1.46% |
Three Months | 7.14% |
Six Months | 18.48% |
Nine Months | 9.90% |
One Year | 14.57% |
Three Years | -3.32% |
Five Years | -999 |
Ten Years | -999 |
YTD | 7.14% |
Since Inception | 45.85% |
Yearly Returns
2024 | 7.14% |
---|---|
2023 | 15.88% |
2022 | -23.27% |
2021 | 5.28% |
2020 | 39.14% |
2019 | 4.50% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -27.14% |
---|---|
Beta | 1.4 |
Correlation | 86.80% |
Downside Deviation | 4.42% |
Coefficient of determination | 75.33% |
Standard Deviation | 5.42% |
Sharpe Ratio | -0.82 |
Sortino | -3.49 |
Treynor | 9.82 |
Ulcer Index | 6.76 |
Ulcer Performance Index | -2.28 |