WIAEX
Wasatch SmallCap Growth-Inst
$36.40
-0.39 (-1.06%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 2100.768M |
| 52 Week High | 38.94 |
| 52 Week Low | 29.47 |
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Key Data
| Symbol | WIAEX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 36.4 |
| Price Yesterday | 36.79 |
| Market Cap | 2,100.77 |
| YTD Return | -1.25% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0106 |
Overview
| 52 Week High | 38.94 |
|---|---|
| 52 Week Low | 29.47 |
| Market Cap | 2,100.77M |
| Shares Outstanding | 57.71M |
| 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 | -93.20% |
|---|---|
| Five Days | -22.03% |
| One Months | 4.62% |
| Three Months | -14.23% |
| Six Months | 4.86% |
| Nine Months | 17.34% |
| One Year | 6.35% |
| Three Years | -11.30% |
| Five Years | 5.14% |
| Ten Years | -999 |
| YTD | -2.41% |
| Since Inception | 11.29% |
Returns Total
| One Day | -1.06% |
|---|---|
| Five Days | -0.49% |
| One Month | 0.36% |
| Three Months | -3.70% |
| Six Months | 2.36% |
| Nine Months | 12.59% |
| One Year | 6.34% |
| Three Years | -30.09% |
| Five Years | 28.40% |
| Ten Years | -999 |
| YTD | -1.25% |
| Since Inception | 145.86% |
Yearly Returns
| 2024 | -1.25% |
|---|---|
| 2023 | 21.33% |
| 2022 | -40.19% |
| 2021 | 8.40% |
| 2020 | 54.66% |
| 2019 | 40.32% |
| 2018 | 3.62% |
| 2017 | 21.95% |
| 2016 | 15.41% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -27.82% |
|---|---|
| Beta | 1.23 |
| Correlation | 74.32% |
| Downside Deviation | 4.55% |
| Coefficient of determination | 55.24% |
| Standard Deviation | 5.34% |
| Sharpe Ratio | -1.21 |
| Sortino | -4.92 |
| Treynor | 0.78 |
| Ulcer Index | 7.46 |
| Ulcer Performance Index | -3 |