WALSX
Wasatch Long/Short Alpha-Inv
$13.99
-0.04 (-0.29%)
Currency in USD / Last Updated: 7/9/2024
| Category | Long-Short Equity |
|---|---|
| Market Cap | 67.37M |
| 52 Week High | 14.53 |
| 52 Week Low | 10.77 |
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Key Data
| Symbol | WALSX |
|---|---|
| Type | Mutual Fund |
| Category | Long-Short Equity |
| Price | 13.99 |
| Price Yesterday | 14.03 |
| Market Cap | 67.37 |
| YTD Return | 6.63% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0267 |
Overview
| 52 Week High | 14.53 |
|---|---|
| 52 Week Low | 10.77 |
| Market Cap | 67.37M |
| Shares Outstanding | 4.82M |
| 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 | -51.33% |
|---|---|
| Five Days | -19.42% |
| One Months | -1.79% |
| Three Months | -11.34% |
| Six Months | 17.75% |
| Nine Months | 28.75% |
| One Year | 28.74% |
| Three Years | -999 |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 13.27% |
| Since Inception | 13.04% |
Returns Total
| One Day | -0.29% |
|---|---|
| Five Days | -0.43% |
| One Month | -0.14% |
| Three Months | -2.91% |
| Six Months | 8.37% |
| Nine Months | 20.60% |
| One Year | 28.70% |
| Three Years | -999 |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 6.63% |
| Since Inception | 40.04% |
Yearly Returns
| 2024 | 6.63% |
|---|---|
| 2023 | 27.75% |
| 2022 | -8.38% |
| 2021 | 12.20% |
| 2020 | 0.00% |
| 2019 | 0.00% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | 5.19% |
|---|---|
| Beta | 0.78 |
| Correlation | 70.42% |
| Downside Deviation | 2.72% |
| Coefficient of determination | 49.59% |
| Standard Deviation | 3.56% |
| Sharpe Ratio | 0 |
| Sortino | 0.01 |
| Treynor | 30 |
| Ulcer Index | 2.89 |
| Ulcer Performance Index | 0.01 |