WSMGX
Wilshire Small Company Growth-Inst
$19.37
-0.04 (-0.21%)
Currency in USD / Last Updated: 4/24/2024
Category | Small Cap Growth |
---|---|
Market Cap | 24.773M |
52 Week High | 20.7 |
52 Week Low | 16.02 |
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Key Data
Symbol | WSMGX |
---|---|
Type | Mutual Fund |
Category | Small Cap Growth |
Price | 19.37 |
Price Yesterday | 19.41 |
Market Cap | 24.77 |
YTD Return | -1.17% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250000 |
Redeption Fee | 0 |
Prospectus | 0.0109 |
Overview
52 Week High | 20.70 |
---|---|
52 Week Low | 16.02 |
Market Cap | 24.77M |
Shares Outstanding | 1.28M |
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 | -40.57% |
---|---|
Five Days | 157.66% |
One Months | -40.93% |
Three Months | 8.03% |
Six Months | 37.54% |
Nine Months | 0.83% |
One Year | 7.74% |
Three Years | -6.59% |
Five Years | 4.80% |
Ten Years | 7.73% |
YTD | -3.70% |
Since Inception | 7.36% |
Returns Total
One Day | -0.21% |
---|---|
Five Days | 1.89% |
One Month | -4.49% |
Three Months | 1.95% |
Six Months | 17.11% |
Nine Months | 0.62% |
One Year | 7.73% |
Three Years | -18.45% |
Five Years | 26.35% |
Ten Years | 110.16% |
YTD | -1.17% |
Since Inception | 596.26% |
Yearly Returns
2024 | -1.17% |
---|---|
2023 | 18.21% |
2022 | -31.42% |
2021 | 13.36% |
2020 | 29.29% |
2019 | 27.57% |
2018 | -7.64% |
2017 | 13.96% |
2016 | 20.79% |
2015 | 2.52% |
Risk against SP-DA
Alpha | -22.70% |
---|---|
Beta | 1.31 |
Correlation | 81.52% |
Downside Deviation | 4.33% |
Coefficient of determination | 66.46% |
Standard Deviation | 5.50% |
Sharpe Ratio | -0.88 |
Sortino | -3.88 |
Treynor | 1.8 |
Ulcer Index | 6.66 |
Ulcer Performance Index | -2.52 |