WCMNX
WCM SmallCap Growth-Inv
$12.18
-0.10 (-0.81%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 40.192M |
| 52 Week High | 13.12 |
| 52 Week Low | 10.09 |
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Key Data
| Symbol | WCMNX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 12.18 |
| Price Yesterday | 12.28 |
| Market Cap | 40.19 |
| YTD Return | -0.16% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.0124 |
Overview
| 52 Week High | 13.12 |
|---|---|
| 52 Week Low | 10.09 |
| Market Cap | 40.19M |
| Shares Outstanding | 3.30M |
| 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 | -87.29% |
|---|---|
| Five Days | -7.94% |
| One Months | 8.67% |
| Three Months | -20.08% |
| Six Months | 2.73% |
| Nine Months | 15.73% |
| One Year | 4.37% |
| Three Years | -5.11% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | -0.32% |
| Since Inception | 6.56% |
Returns Total
| One Day | -0.81% |
|---|---|
| Five Days | -0.16% |
| One Month | 0.66% |
| Three Months | -5.36% |
| Six Months | 1.33% |
| Nine Months | 11.44% |
| One Year | 4.37% |
| Three Years | -14.49% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | -0.16% |
| Since Inception | 34.56% |
Yearly Returns
| 2024 | -0.16% |
|---|---|
| 2023 | 15.64% |
| 2022 | -23.47% |
| 2021 | 4.95% |
| 2020 | 38.86% |
| 2019 | 4.51% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -28.10% |
|---|---|
| Beta | 1.16 |
| Correlation | 72.34% |
| Downside Deviation | 4.26% |
| Coefficient of determination | 52.33% |
| Standard Deviation | 5.16% |
| Sharpe Ratio | -1.36 |
| Sortino | -5.72 |
| Treynor | -0.87 |
| Ulcer Index | 7.41 |
| Ulcer Performance Index | -3.29 |