WSMGX
Wilshire Small Company Growth-Inst
$19.23
-0.09 (-0.47%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 24.094M |
| 52 Week High | 20.7 |
| 52 Week Low | 16.02 |
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Key Data
| Symbol | WSMGX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 19.23 |
| Price Yesterday | 19.32 |
| Market Cap | 24.09 |
| YTD Return | -1.89% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250000 |
| Redeption Fee | 0 |
| Prospectus | 0.011 |
Overview
| 52 Week High | 20.70 |
|---|---|
| 52 Week Low | 16.02 |
| Market Cap | 24.09M |
| Shares Outstanding | 1.25M |
| 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 | -69.21% |
|---|---|
| Five Days | 2.66% |
| One Months | -6.94% |
| Three Months | -21.36% |
| Six Months | 2.92% |
| Nine Months | 14.98% |
| One Year | 3.56% |
| Three Years | -7.19% |
| Five Years | 4.31% |
| Ten Years | 7.29% |
| YTD | -3.63% |
| Since Inception | 7.27% |
Returns Total
| One Day | -0.47% |
|---|---|
| Five Days | 0.05% |
| One Month | -0.57% |
| Three Months | -5.74% |
| Six Months | 1.42% |
| Nine Months | 10.90% |
| One Year | 3.55% |
| Three Years | -19.96% |
| Five Years | 23.45% |
| Ten Years | 101.74% |
| YTD | -1.89% |
| Since Inception | 591.48% |
Yearly Returns
| 2024 | -1.89% |
|---|---|
| 2023 | 18.21% |
| 2022 | -31.42% |
| 2021 | 13.36% |
| 2020 | 29.29% |
| 2019 | 27.57% |
| 2018 | -7.64% |
| 2017 | 13.96% |
| 2016 | 20.79% |
| 2015 | 2.52% |
Risk against SP-DA
| Alpha | -28.84% |
|---|---|
| Beta | 1.16 |
| Correlation | 69.21% |
| Downside Deviation | 4.33% |
| Coefficient of determination | 47.89% |
| Standard Deviation | 5.38% |
| Sharpe Ratio | -1.35 |
| Sortino | -5.81 |
| Treynor | -1.57 |
| Ulcer Index | 7.12 |
| Ulcer Performance Index | -3.53 |