WISGX
Segall Bryant & Hamill SmallCap Gr-Inst
$19.63
-0.13 (-0.66%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 251.394M |
| 52 Week High | 19.76 |
| 52 Week Low | 15.52 |
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Key Data
| Symbol | WISGX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 19.63 |
| Price Yesterday | 19.76 |
| Market Cap | 251.39 |
| YTD Return | 4.47% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250000 |
| Redeption Fee | 0 |
| Prospectus | 0.0089 |
Overview
| 52 Week High | 19.76 |
|---|---|
| 52 Week Low | 15.52 |
| Market Cap | 251.39M |
| Shares Outstanding | 12.81M |
| 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 | -81.08% |
|---|---|
| Five Days | 26.09% |
| One Months | 30.50% |
| Three Months | 1.25% |
| Six Months | 17.03% |
| Nine Months | 22.78% |
| One Year | 11.93% |
| Three Years | -5.02% |
| Five Years | 8.88% |
| Ten Years | 10.51% |
| YTD | 8.86% |
| Since Inception | 10.01% |
Returns Total
| One Day | -0.66% |
|---|---|
| Five Days | 0.46% |
| One Month | 2.13% |
| Three Months | 0.31% |
| Six Months | 8.04% |
| Nine Months | 16.43% |
| One Year | 11.92% |
| Three Years | -14.24% |
| Five Years | 52.88% |
| Ten Years | 170.95% |
| YTD | 4.47% |
| Since Inception | 172.56% |
Yearly Returns
| 2024 | 4.47% |
|---|---|
| 2023 | 18.32% |
| 2022 | -32.48% |
| 2021 | 11.79% |
| 2020 | 57.84% |
| 2019 | 28.67% |
| 2018 | 3.56% |
| 2017 | 25.93% |
| 2016 | 9.23% |
| 2015 | -4.37% |
Risk against SP-DA
| Alpha | -21.60% |
|---|---|
| Beta | 1.21 |
| Correlation | 80.38% |
| Downside Deviation | 3.80% |
| Coefficient of determination | 64.61% |
| Standard Deviation | 4.83% |
| Sharpe Ratio | -1 |
| Sortino | -4.41 |
| Treynor | 5.43 |
| Ulcer Index | 5.34 |
| Ulcer Performance Index | -3.14 |