WCMVX
WCM Focused International Value-Inst
$14.49
-0.03 (-0.21%)
Currency in USD / Last Updated: 3/28/2024
Category | Foreign-Large |
---|---|
Market Cap | 8.414M |
52 Week High | 14.57 |
52 Week Low | 10.996 |
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Key Data
Symbol | WCMVX |
---|---|
Type | Mutual Fund |
Category | Foreign-Large |
Price | 14.49 |
Price Yesterday | 14.52 |
Market Cap | 8.41 |
YTD Return | 8.62% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 100000 |
Redeption Fee | 0 |
Prospectus | 0.0125 |
Overview
52 Week High | 14.57 |
---|---|
52 Week Low | 11.00 |
Market Cap | 8.41M |
Shares Outstanding | 0.58M |
Income Dividend Yield | 0.89% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.89% |
Returns Annualized
One Day | -40.65% |
---|---|
Five Days | -24.25% |
One Months | 51.57% |
Three Months | 40.77% |
Six Months | 54.00% |
Nine Months | 29.16% |
One Year | 24.95% |
Three Years | 2.40% |
Five Years | -999 |
Ten Years | -999 |
YTD | 40.77% |
Since Inception | 10.93% |
Returns Total
One Day | -0.21% |
---|---|
Five Days | -0.55% |
One Month | 3.35% |
Three Months | 8.62% |
Six Months | 23.65% |
Nine Months | 20.89% |
One Year | 24.59% |
Three Years | 7.33% |
Five Years | -999 |
Ten Years | -999 |
YTD | 8.62% |
Since Inception | 47.36% |
Yearly Returns
2024 | 8.62% |
---|---|
2023 | 18.43% |
2022 | -26.21% |
2021 | 17.70% |
2020 | 31.89% |
2019 | 0.00% |
2018 | 0.00% |
2017 | 0.00% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -9.49% |
---|---|
Beta | 1.1 |
Correlation | 94.38% |
Downside Deviation | 3.03% |
Coefficient of determination | 89.08% |
Standard Deviation | 3.91% |
Sharpe Ratio | -0.48 |
Sortino | -2.17 |
Treynor | 20.56 |
Ulcer Index | 3.57 |
Ulcer Performance Index | -1.84 |