WCMLX
WCM SmallCap Growth-Inst
$12.33
-0.10 (-0.80%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 40.193M |
| 52 Week High | 13.26 |
| 52 Week Low | 10.19 |
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Key Data
| Symbol | WCMLX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 12.33 |
| Price Yesterday | 12.43 |
| Market Cap | 40.19 |
| YTD Return | 0.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0099 |
Overview
| 52 Week High | 13.26 |
|---|---|
| 52 Week Low | 10.19 |
| Market Cap | 40.19M |
| Shares Outstanding | 3.26M |
| 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 | -86.97% |
|---|---|
| Five Days | -4.01% |
| One Months | 8.56% |
| Three Months | -19.87% |
| Six Months | 3.21% |
| Nine Months | 16.08% |
| One Year | 4.67% |
| Three Years | -4.86% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 0.00% |
| Since Inception | 6.83% |
Returns Total
| One Day | -0.80% |
|---|---|
| Five Days | -0.08% |
| One Month | 0.65% |
| Three Months | -5.30% |
| Six Months | 1.57% |
| Nine Months | 11.68% |
| One Year | 4.67% |
| Three Years | -13.81% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 0.00% |
| Since Inception | 36.14% |
Yearly Returns
| 2024 | 0.00% |
|---|---|
| 2023 | 15.88% |
| 2022 | -23.27% |
| 2021 | 5.28% |
| 2020 | 39.14% |
| 2019 | 4.50% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -27.97% |
|---|---|
| Beta | 1.17 |
| Correlation | 72.85% |
| Downside Deviation | 4.24% |
| Coefficient of determination | 53.07% |
| Standard Deviation | 5.16% |
| Sharpe Ratio | -1.35 |
| Sortino | -5.67 |
| Treynor | -0.6 |
| Ulcer Index | 7.37 |
| Ulcer Performance Index | -3.26 |