WCMGX
WCM Focused Global Growth-Inst
$25.49
-0.17 (-0.66%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 497.078M |
| 52 Week High | 25.67 |
| 52 Week Low | 18.39 |
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Key Data
| Symbol | WCMGX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 25.49 |
| Price Yesterday | 25.66 |
| Market Cap | 497.08 |
| YTD Return | 16.66% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0105 |
Overview
| 52 Week High | 25.67 |
|---|---|
| 52 Week Low | 18.39 |
| Market Cap | 497.08M |
| Shares Outstanding | 19.50M |
| 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 | -81.30% |
|---|---|
| Five Days | 37.39% |
| One Months | 29.69% |
| Three Months | 13.29% |
| Six Months | 39.14% |
| Nine Months | 44.02% |
| One Year | 29.16% |
| Three Years | 2.45% |
| Five Years | 11.41% |
| Ten Years | 11.99% |
| YTD | 34.85% |
| Since Inception | 12.49% |
Returns Total
| One Day | -0.66% |
|---|---|
| Five Days | 0.63% |
| One Month | 2.08% |
| Three Months | 3.11% |
| Six Months | 17.63% |
| Nine Months | 31.05% |
| One Year | 29.13% |
| Three Years | 7.51% |
| Five Years | 71.43% |
| Ten Years | 209.27% |
| YTD | 16.66% |
| Since Inception | 264.98% |
Yearly Returns
| 2024 | 16.66% |
|---|---|
| 2023 | 26.45% |
| 2022 | -30.57% |
| 2021 | 14.83% |
| 2020 | 39.53% |
| 2019 | 33.75% |
| 2018 | -3.15% |
| 2017 | 27.52% |
| 2016 | 3.79% |
| 2015 | 10.84% |
Risk against SP-DA
| Alpha | -1.59% |
|---|---|
| Beta | 1.09 |
| Correlation | 91.72% |
| Downside Deviation | 3.05% |
| Coefficient of determination | 84.13% |
| Standard Deviation | 3.81% |
| Sharpe Ratio | 0.03 |
| Sortino | 0.15 |
| Treynor | 21.87 |
| Ulcer Index | 3.62 |
| Ulcer Performance Index | 0.12 |