WCMFX
WCM SMID Quality Value-Inst
$13.15
-0.10 (-0.75%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Value |
|---|---|
| Market Cap | 71.217M |
| 52 Week High | 13.62 |
| 52 Week Low | 10.173 |
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Key Data
| Symbol | WCMFX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Value |
| Price | 13.15 |
| Price Yesterday | 13.25 |
| Market Cap | 71.22 |
| YTD Return | 7.52% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0085 |
Overview
| 52 Week High | 13.62 |
|---|---|
| 52 Week Low | 10.17 |
| Market Cap | 71.22M |
| Shares Outstanding | 5.42M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.74% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.74% |
Returns Annualized
| One Day | -85.21% |
|---|---|
| Five Days | 65.07% |
| One Months | 5.94% |
| Three Months | -9.59% |
| Six Months | 24.87% |
| Nine Months | 29.98% |
| One Year | 14.54% |
| Three Years | 6.64% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 15.11% |
| Since Inception | 8.11% |
Returns Total
| One Day | -0.75% |
|---|---|
| Five Days | 1.00% |
| One Month | 0.46% |
| Three Months | -2.45% |
| Six Months | 11.54% |
| Nine Months | 21.46% |
| One Year | 14.53% |
| Three Years | 21.16% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 7.52% |
| Since Inception | 43.95% |
Yearly Returns
| 2024 | 7.52% |
|---|---|
| 2023 | 24.09% |
| 2022 | -13.64% |
| 2021 | 19.32% |
| 2020 | -0.57% |
| 2019 | 5.31% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -16.20% |
|---|---|
| Beta | 1.09 |
| Correlation | 77.48% |
| Downside Deviation | 3.96% |
| Coefficient of determination | 60.03% |
| Standard Deviation | 4.51% |
| Sharpe Ratio | -0.91 |
| Sortino | -3.58 |
| Treynor | 8.43 |
| Ulcer Index | 5.72 |
| Ulcer Performance Index | -2.48 |