WLCGX
Wilshire LargeCap Growth-Inst
$54.35
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Growth |
|---|---|
| Market Cap | 262.084M |
| 52 Week High | 54.35 |
| 52 Week Low | 35.893 |
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Key Data
| Symbol | WLCGX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Growth |
| Price | 54.35 |
| Price Yesterday | 54.35 |
| Market Cap | 262.08 |
| YTD Return | 27.73% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250000 |
| Redeption Fee | 0 |
| Prospectus | 0.01 |
Overview
| 52 Week High | 54.35 |
|---|---|
| 52 Week Low | 35.89 |
| Market Cap | 262.08M |
| Shares Outstanding | 4.82M |
| Income Dividend Yield | 0.23% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.23% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 259.11% |
| One Months | 128.11% |
| Three Months | 61.36% |
| Six Months | 64.92% |
| Nine Months | 61.09% |
| One Year | 42.75% |
| Three Years | 9.39% |
| Five Years | 17.25% |
| Ten Years | 14.77% |
| YTD | 60.79% |
| Since Inception | 10.18% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 2.57% |
| One Month | 6.76% |
| Three Months | 12.48% |
| Six Months | 27.88% |
| Nine Months | 42.40% |
| One Year | 42.70% |
| Three Years | 30.71% |
| Five Years | 121.10% |
| Ten Years | 295.24% |
| YTD | 27.73% |
| Since Inception | 1340.12% |
Yearly Returns
| 2024 | 27.73% |
|---|---|
| 2023 | 40.24% |
| 2022 | -31.53% |
| 2021 | 23.42% |
| 2020 | 39.25% |
| 2019 | 29.02% |
| 2018 | -1.58% |
| 2017 | 27.35% |
| 2016 | 3.61% |
| 2015 | 6.52% |
Risk against SP-DA
| Alpha | 6.49% |
|---|---|
| Beta | 1.32 |
| Correlation | 95.51% |
| Downside Deviation | 3.26% |
| Coefficient of determination | 91.22% |
| Standard Deviation | 4.46% |
| Sharpe Ratio | 0.91 |
| Sortino | 4.31 |
| Treynor | 28.24 |
| Ulcer Index | 3.26 |
| Ulcer Performance Index | 4.3 |