WCFOX
WCM Focused International Opportn-Inv
$9.79
-0.06 (-0.61%)
Currency in USD / Last Updated: 7/9/2024
| Category | Foreign-Small & Mid |
|---|---|
| Market Cap | 40.882M |
| 52 Week High | 10.16 |
| 52 Week Low | 7.631 |
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Key Data
| Symbol | WCFOX |
|---|---|
| Type | Mutual Fund |
| Category | Foreign-Small & Mid |
| Price | 9.79 |
| Price Yesterday | 9.85 |
| Market Cap | 40.88 |
| YTD Return | 2.51% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.015 |
Overview
| 52 Week High | 10.16 |
|---|---|
| 52 Week Low | 7.63 |
| Market Cap | 40.88M |
| Shares Outstanding | 4.18M |
| Income Dividend Yield | 0.23% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.23% |
Returns Annualized
| One Day | -78.59% |
|---|---|
| Five Days | 96.29% |
| One Months | -7.42% |
| Three Months | -9.38% |
| Six Months | 11.25% |
| Nine Months | 28.93% |
| One Year | 15.22% |
| Three Years | -6.13% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 4.93% |
| Since Inception | -0.53% |
Returns Total
| One Day | -0.61% |
|---|---|
| Five Days | 1.35% |
| One Month | -0.61% |
| Three Months | -2.39% |
| Six Months | 5.38% |
| Nine Months | 20.73% |
| One Year | 15.20% |
| Three Years | -17.22% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 2.51% |
| Since Inception | -1.73% |
Yearly Returns
| 2024 | 2.51% |
|---|---|
| 2023 | 25.64% |
| 2022 | -35.42% |
| 2021 | 18.15% |
| 2020 | 0.00% |
| 2019 | 0.00% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -14.40% |
|---|---|
| Beta | 1.04 |
| Correlation | 78.58% |
| Downside Deviation | 4.06% |
| Coefficient of determination | 61.76% |
| Standard Deviation | 4.25% |
| Sharpe Ratio | -0.92 |
| Sortino | -3.32 |
| Treynor | 9.47 |
| Ulcer Index | 5.51 |
| Ulcer Performance Index | -2.45 |