WSMVX
Wilshire Small Company Value-Inst
$27.00
0.61 (2.31%)
Currency in USD / Last Updated: 3/27/2024
Category | Small Cap Value |
---|---|
Market Cap | 26.467M |
52 Week High | 27 |
52 Week Low | 21.263 |
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Key Data
Symbol | WSMVX |
---|---|
Type | Mutual Fund |
Category | Small Cap Value |
Price | 27 |
Price Yesterday | 26.39 |
Market Cap | 26.47 |
YTD Return | 2.54% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250000 |
Redeption Fee | 0 |
Prospectus | 0.011 |
Overview
52 Week High | 27.00 |
---|---|
52 Week Low | 21.26 |
Market Cap | 26.47M |
Shares Outstanding | 0.98M |
Income Dividend Yield | 0.36% |
Long Term Dividend Yield | 3.56% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.93% |
Returns Annualized
One Day | 9,999.99% |
---|---|
Five Days | 166.74% |
One Months | 66.35% |
Three Months | 4.49% |
Six Months | 39.61% |
Nine Months | 22.29% |
One Year | 22.10% |
Three Years | 5.31% |
Five Years | 9.74% |
Ten Years | 7.64% |
YTD | 11.14% |
Since Inception | 8.63% |
Returns Total
One Day | 2.31% |
---|---|
Five Days | 1.96% |
One Month | 4.33% |
Three Months | 1.09% |
Six Months | 17.98% |
Nine Months | 16.27% |
One Year | 22.08% |
Three Years | 16.76% |
Five Years | 59.06% |
Ten Years | 108.43% |
YTD | 2.54% |
Since Inception | 854.74% |
Yearly Returns
2024 | 2.54% |
---|---|
2023 | 17.62% |
2022 | -10.13% |
2021 | 32.40% |
2020 | 0.73% |
2019 | 21.60% |
2018 | -16.17% |
2017 | 8.97% |
2016 | 25.17% |
2015 | -3.52% |
Risk against SP-DA
Alpha | -21.30% |
---|---|
Beta | 1.32 |
Correlation | 79.95% |
Downside Deviation | 4.18% |
Coefficient of determination | 63.93% |
Standard Deviation | 5.56% |
Sharpe Ratio | -0.62 |
Sortino | -2.87 |
Treynor | 12.73 |
Ulcer Index | 5.66 |
Ulcer Performance Index | -2.12 |