WGROX
Wasatch Core Growth
$90.14
0.17 (0.19%)
Currency in USD / Last Updated: 3/28/2024
Category | Small Cap Growth |
---|---|
Market Cap | 4330.271M |
52 Week High | 90.46 |
52 Week Low | 66.7 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | WGROX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 90.14 |
Price Yesterday | 89.97 |
Market Cap | 4,330.27 |
YTD Return | 4.46% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 2000 |
Redeption Fee | 0.02 |
Prospectus | 0.0117 |
Overview
52 Week High | 90.46 |
---|---|
52 Week Low | 66.70 |
Market Cap | 4,330.27M |
Shares Outstanding | 48.04M |
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 | 60.99% |
---|---|
Five Days | -16.37% |
One Months | 11.43% |
Three Months | 19.78% |
Six Months | 50.79% |
Nine Months | 28.20% |
One Year | 28.42% |
Three Years | 3.40% |
Five Years | 13.01% |
Ten Years | 12.14% |
YTD | 19.78% |
Since Inception | 13.15% |
Returns Total
One Day | 0.19% |
---|---|
Five Days | -0.35% |
One Month | 0.86% |
Three Months | 4.46% |
Six Months | 22.37% |
Nine Months | 20.22% |
One Year | 28.00% |
Three Years | 10.50% |
Five Years | 84.03% |
Ten Years | 213.59% |
YTD | 4.46% |
Since Inception | 7,962.61% |
Yearly Returns
2024 | 4.46% |
---|---|
2023 | 33.43% |
2022 | -30.84% |
2021 | 21.03% |
2020 | 36.57% |
2019 | 33.26% |
2018 | -3.58% |
2017 | 24.29% |
2016 | 10.54% |
2015 | 3.92% |
Risk against SP-DA
Alpha | -9.69% |
---|---|
Beta | 1.27 |
Correlation | 83.37% |
Downside Deviation | 3.51% |
Coefficient of determination | 69.51% |
Standard Deviation | 5.10% |
Sharpe Ratio | -0.11 |
Sortino | -0.54 |
Treynor | 21.54 |
Ulcer Index | 4.47 |
Ulcer Performance Index | -0.43 |