WCMNX
WCM SmallCap Growth-Inv
$11.92
-0.07 (-0.58%)
Currency in USD / Last Updated: 4/19/2024
Category | Small Cap Growth |
---|---|
Market Cap | 41.173M |
52 Week High | 13.12 |
52 Week Low | 10.09 |
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Key Data
Symbol | WCMNX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 11.92 |
Price Yesterday | 11.99 |
Market Cap | 41.17 |
YTD Return | -2.30% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0124 |
Overview
52 Week High | 13.12 |
---|---|
52 Week Low | 10.09 |
Market Cap | 41.17M |
Shares Outstanding | 3.45M |
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 | -77.17% |
---|---|
Five Days | -86.35% |
One Months | -51.65% |
Three Months | -5.51% |
Six Months | 25.29% |
Nine Months | -4.70% |
One Year | 5.31% |
Three Years | -5.28% |
Five Years | -999 |
Ten Years | -999 |
YTD | -7.42% |
Since Inception | 6.37% |
Returns Total
One Day | -0.58% |
---|---|
Five Days | -3.87% |
One Month | -6.14% |
Three Months | -1.41% |
Six Months | 11.82% |
Nine Months | -3.56% |
One Year | 5.30% |
Three Years | -15.00% |
Five Years | -999 |
Ten Years | -999 |
YTD | -2.30% |
Since Inception | 31.68% |
Yearly Returns
2024 | -2.30% |
---|---|
2023 | 15.64% |
2022 | -23.47% |
2021 | 4.95% |
2020 | 38.86% |
2019 | 4.51% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -21.38% |
---|---|
Beta | 1.32 |
Correlation | 83.15% |
Downside Deviation | 4.29% |
Coefficient of determination | 69.14% |
Standard Deviation | 5.43% |
Sharpe Ratio | -0.86 |
Sortino | -3.77 |
Treynor | -0.06 |
Ulcer Index | 6.84 |
Ulcer Performance Index | -2.36 |