WGROX
Wasatch Core Growth
$86.22
-0.77 (-0.89%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 4320.993M |
| 52 Week High | 90.46 |
| 52 Week Low | 67.47 |
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Key Data
| Symbol | WGROX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 86.22 |
| Price Yesterday | 86.99 |
| Market Cap | 4,320.99 |
| YTD Return | -0.08% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0117 |
Overview
| 52 Week High | 90.46 |
|---|---|
| 52 Week Low | 67.47 |
| Market Cap | 4,320.99M |
| Shares Outstanding | 50.12M |
| 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 | -89.38% |
|---|---|
| Five Days | 0.00% |
| One Months | -4.70% |
| Three Months | -12.39% |
| Six Months | 8.37% |
| Nine Months | 24.60% |
| One Year | 17.12% |
| Three Years | -1.04% |
| Five Years | 10.38% |
| Ten Years | 11.56% |
| YTD | -0.16% |
| Since Inception | 12.91% |
Returns Total
| One Day | -0.89% |
|---|---|
| Five Days | 0.00% |
| One Month | -0.38% |
| Three Months | -3.20% |
| Six Months | 4.03% |
| Nine Months | 17.71% |
| One Year | 17.10% |
| Three Years | -3.06% |
| Five Years | 63.61% |
| Ten Years | 197.82% |
| YTD | -0.08% |
| Since Inception | 7618.89% |
Yearly Returns
| 2024 | -0.08% |
|---|---|
| 2023 | 33.43% |
| 2022 | -30.84% |
| 2021 | 21.03% |
| 2020 | 36.57% |
| 2019 | 33.26% |
| 2018 | -3.58% |
| 2017 | 24.29% |
| 2016 | 10.54% |
| 2015 | 3.92% |
Risk against SP-DA
| Alpha | -14.88% |
|---|---|
| Beta | 1.14 |
| Correlation | 74.92% |
| Downside Deviation | 3.70% |
| Coefficient of determination | 56.13% |
| Standard Deviation | 4.90% |
| Sharpe Ratio | -0.68 |
| Sortino | -3.13 |
| Treynor | 10.29 |
| Ulcer Index | 4.99 |
| Ulcer Performance Index | -2.32 |