WCMVX
WCM Focused International Value-Inst
$14.66
-0.04 (-0.27%)
Currency in USD / Last Updated: 7/9/2024
| Category | Foreign-Large |
|---|---|
| Market Cap | 9.159M |
| 52 Week High | 14.74 |
| 52 Week Low | 10.996 |
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Key Data
| Symbol | WCMVX |
|---|---|
| Type | Mutual Fund |
| Category | Foreign-Large |
| Price | 14.66 |
| Price Yesterday | 14.7 |
| Market Cap | 9.16 |
| YTD Return | 9.90% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0 |
| Prospectus | 0.0126 |
Overview
| 52 Week High | 14.74 |
|---|---|
| 52 Week Low | 11.00 |
| Market Cap | 9.16M |
| Shares Outstanding | 0.62M |
| Income Dividend Yield | 0.88% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.88% |
Returns Annualized
| One Day | -49.71% |
|---|---|
| Five Days | 122.06% |
| One Months | 24.23% |
| Three Months | 6.65% |
| Six Months | 26.11% |
| Nine Months | 36.82% |
| One Year | 23.86% |
| Three Years | 0.87% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 20.09% |
| Since Inception | 10.47% |
Returns Total
| One Day | -0.27% |
|---|---|
| Five Days | 1.59% |
| One Month | 1.73% |
| Three Months | 1.59% |
| Six Months | 12.08% |
| Nine Months | 26.16% |
| One Year | 23.84% |
| Three Years | 2.61% |
| Five Years | -999 |
| Ten Years | -999 |
| YTD | 9.90% |
| Since Inception | 49.10% |
Yearly Returns
| 2024 | 9.90% |
|---|---|
| 2023 | 18.43% |
| 2022 | -26.21% |
| 2021 | 17.70% |
| 2020 | 31.91% |
| 2019 | 0.00% |
| 2018 | 0.00% |
| 2017 | 0.00% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -5.37% |
|---|---|
| Beta | 1.02 |
| Correlation | 86.51% |
| Downside Deviation | 3.19% |
| Coefficient of determination | 74.83% |
| Standard Deviation | 3.80% |
| Sharpe Ratio | -0.37 |
| Sortino | -1.52 |
| Treynor | 18.08 |
| Ulcer Index | 3.66 |
| Ulcer Performance Index | -1.32 |