WCMRX
WCM Focused International Growth-Inv
$24.87
-0.19 (-0.76%)
Currency in USD / Last Updated: 7/9/2024
Category | Foreign-Large Growth |
---|---|
Market Cap | 19106.03M |
52 Week High | 25.33 |
52 Week Low | 18.988 |
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Key Data
Symbol | WCMRX |
---|---|
Type | Mutual Fund |
Category | Foreign-Large Growth |
Price | 24.87 |
Price Yesterday | 25.06 |
Market Cap | 19,106.03 |
YTD Return | 10.78% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0.0025 |
Front Load | 0 |
Initial Purchase Amount | 1000 |
Redeption Fee | 0 |
Prospectus | 0.0129 |
Overview
52 Week High | 25.33 |
---|---|
52 Week Low | 18.99 |
Market Cap | 19,106.03M |
Shares Outstanding | 768.24M |
Income Dividend Yield | 0.00% |
Long Term Dividend Yield | 0.60% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.60% |
Returns Annualized
One Day | -85.34% |
---|---|
Five Days | 69.93% |
One Months | 3.62% |
Three Months | 3.68% |
Six Months | 26.80% |
Nine Months | 33.19% |
One Year | 16.34% |
Three Years | -1.47% |
Five Years | 8.97% |
Ten Years | 8.91% |
YTD | 21.97% |
Since Inception | 9.29% |
Returns Total
One Day | -0.76% |
---|---|
Five Days | 1.06% |
One Month | 0.28% |
Three Months | 0.89% |
Six Months | 12.38% |
Nine Months | 23.67% |
One Year | 16.32% |
Three Years | -4.33% |
Five Years | 53.49% |
Ten Years | 134.18% |
YTD | 10.78% |
Since Inception | 212.01% |
Yearly Returns
2024 | 10.78% |
---|---|
2023 | 16.29% |
2022 | -29.05% |
2021 | 16.72% |
2020 | 32.42% |
2019 | 35.03% |
2018 | -7.57% |
2017 | 30.89% |
2016 | 0.47% |
2015 | 5.51% |
Risk against SP-DA
Alpha | -12.18% |
---|---|
Beta | 0.99 |
Correlation | 82.11% |
Downside Deviation | 3.84% |
Coefficient of determination | 67.41% |
Standard Deviation | 3.88% |
Sharpe Ratio | -0.92 |
Sortino | -3.22 |
Treynor | 11.05 |
Ulcer Index | 5.66 |
Ulcer Performance Index | -2.19 |