WIGOX
Wasatch Global Opportunities-Inst
$4.34
-0.02 (-0.46%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Small & Mid |
|---|---|
| Market Cap | 195.15M |
| 52 Week High | 4.45 |
| 52 Week Low | 3.43 |
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Key Data
| Symbol | WIGOX |
|---|---|
| Type | Mutual Fund |
| Category | World Small & Mid |
| Price | 4.34 |
| Price Yesterday | 4.36 |
| Market Cap | 195.15 |
| YTD Return | -1.81% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 100000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0136 |
Overview
| 52 Week High | 4.45 |
|---|---|
| 52 Week Low | 3.43 |
| Market Cap | 195.15M |
| Shares Outstanding | 44.97M |
| 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 | -68.64% |
|---|---|
| Five Days | 0.00% |
| One Months | 9.14% |
| Three Months | 0.94% |
| Six Months | 4.36% |
| Nine Months | 21.35% |
| One Year | 9.88% |
| Three Years | -4.98% |
| Five Years | 8.19% |
| Ten Years | -999 |
| YTD | -3.48% |
| Since Inception | 11.49% |
Returns Total
| One Day | -0.46% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.70% |
| Three Months | 0.23% |
| Six Months | 2.12% |
| Nine Months | 15.43% |
| One Year | 9.87% |
| Three Years | -14.14% |
| Five Years | 48.07% |
| Ten Years | -999 |
| YTD | -1.81% |
| Since Inception | 149.71% |
Yearly Returns
| 2024 | -1.81% |
|---|---|
| 2023 | 25.93% |
| 2022 | -34.90% |
| 2021 | 21.41% |
| 2020 | 42.57% |
| 2019 | 33.35% |
| 2018 | -6.86% |
| 2017 | 38.11% |
| 2016 | 4.49% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -17.99% |
|---|---|
| Beta | 0.96 |
| Correlation | 71.05% |
| Downside Deviation | 4.10% |
| Coefficient of determination | 50.48% |
| Standard Deviation | 4.36% |
| Sharpe Ratio | -1.25 |
| Sortino | -4.6 |
| Treynor | 4.67 |
| Ulcer Index | 6.01 |
| Ulcer Performance Index | -3.13 |