WFGGX
WCM Focused Global Growth-Inv
$24.80
-0.17 (-0.68%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Large Growth |
|---|---|
| Market Cap | 496.915M |
| 52 Week High | 24.98 |
| 52 Week Low | 17.93 |
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Key Data
| Symbol | WFGGX |
|---|---|
| Type | Mutual Fund |
| Category | World Large Growth |
| Price | 24.8 |
| Price Yesterday | 24.97 |
| Market Cap | 496.92 |
| YTD Return | 16.49% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 1000 |
| Redeption Fee | 0 |
| Prospectus | 0.013 |
Overview
| 52 Week High | 24.98 |
|---|---|
| 52 Week Low | 17.93 |
| Market Cap | 496.92M |
| Shares Outstanding | 20.04M |
| 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 | -82.15% |
|---|---|
| Five Days | 35.81% |
| One Months | 28.62% |
| Three Months | 12.93% |
| Six Months | 38.78% |
| Nine Months | 43.65% |
| One Year | 28.80% |
| Three Years | 2.18% |
| Five Years | 11.13% |
| Ten Years | 11.74% |
| YTD | 34.46% |
| Since Inception | 12.25% |
Returns Total
| One Day | -0.68% |
|---|---|
| Five Days | 0.61% |
| One Month | 2.02% |
| Three Months | 3.03% |
| Six Months | 17.48% |
| Nine Months | 30.80% |
| One Year | 28.76% |
| Three Years | 6.65% |
| Five Years | 69.26% |
| Ten Years | 202.59% |
| YTD | 16.49% |
| Since Inception | 256.48% |
Yearly Returns
| 2024 | 16.49% |
|---|---|
| 2023 | 26.13% |
| 2022 | -30.76% |
| 2021 | 14.57% |
| 2020 | 39.16% |
| 2019 | 33.44% |
| 2018 | -3.52% |
| 2017 | 27.30% |
| 2016 | 3.71% |
| 2015 | 10.59% |
Risk against SP-DA
| Alpha | -1.89% |
|---|---|
| Beta | 1.08 |
| Correlation | 91.62% |
| Downside Deviation | 3.07% |
| Coefficient of determination | 83.94% |
| Standard Deviation | 3.81% |
| Sharpe Ratio | 0.01 |
| Sortino | 0.03 |
| Treynor | 21.59 |
| Ulcer Index | 3.65 |
| Ulcer Performance Index | 0.02 |