WMICX
Wasatch MicroCap
$7.31
-0.07 (-0.95%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 620.645M |
| 52 Week High | 7.58 |
| 52 Week Low | 5.44 |
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Key Data
| Symbol | WMICX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 7.31 |
| Price Yesterday | 7.38 |
| Market Cap | 620.65 |
| YTD Return | 6.87% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0166 |
Overview
| 52 Week High | 7.58 |
|---|---|
| 52 Week Low | 5.44 |
| Market Cap | 620.65M |
| Shares Outstanding | 84.90M |
| 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 | -90.96% |
|---|---|
| Five Days | 0.00% |
| One Months | -6.65% |
| Three Months | -11.36% |
| Six Months | 22.35% |
| Nine Months | 30.23% |
| One Year | 13.52% |
| Three Years | -10.16% |
| Five Years | 8.84% |
| Ten Years | 11.38% |
| YTD | 13.76% |
| Since Inception | 14.91% |
Returns Total
| One Day | -0.95% |
|---|---|
| Five Days | 0.00% |
| One Month | -0.54% |
| Three Months | -2.92% |
| Six Months | 10.42% |
| Nine Months | 21.63% |
| One Year | 13.51% |
| Three Years | -27.38% |
| Five Years | 52.55% |
| Ten Years | 192.99% |
| YTD | 6.87% |
| Since Inception | 5523.08% |
Yearly Returns
| 2024 | 6.87% |
|---|---|
| 2023 | 22.58% |
| 2022 | -40.64% |
| 2021 | 5.26% |
| 2020 | 64.70% |
| 2019 | 42.24% |
| 2018 | 2.58% |
| 2017 | 36.07% |
| 2016 | 7.77% |
| 2015 | -1.13% |
Risk against SP-DA
| Alpha | -24.01% |
|---|---|
| Beta | 1.38 |
| Correlation | 79.83% |
| Downside Deviation | 5.06% |
| Coefficient of determination | 63.72% |
| Standard Deviation | 5.55% |
| Sharpe Ratio | -0.79 |
| Sortino | -3 |
| Treynor | 5.91 |
| Ulcer Index | 7.59 |
| Ulcer Performance Index | -2 |