WSMVX
Wilshire Small Company Value-Inst
$25.78
-0.12 (-0.46%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Value |
|---|---|
| Market Cap | 24.277M |
| 52 Week High | 27.29 |
| 52 Week Low | 21.349 |
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Key Data
| Symbol | WSMVX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Value |
| Price | 25.78 |
| Price Yesterday | 25.9 |
| Market Cap | 24.28 |
| YTD Return | -2.09% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250000 |
| Redeption Fee | 0 |
| Prospectus | 0.011 |
Overview
| 52 Week High | 27.29 |
|---|---|
| 52 Week Low | 21.35 |
| Market Cap | 24.28M |
| Shares Outstanding | 0.94M |
| Income Dividend Yield | 0.38% |
| Long Term Dividend Yield | 3.73% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.11% |
Returns Annualized
| One Day | -69.01% |
|---|---|
| Five Days | -32.29% |
| One Months | -7.96% |
| Three Months | -15.51% |
| Six Months | 2.57% |
| Nine Months | 19.11% |
| One Year | 9.76% |
| Three Years | 3.19% |
| Five Years | 8.12% |
| Ten Years | 6.75% |
| YTD | -4.01% |
| Since Inception | 8.36% |
Returns Total
| One Day | -0.46% |
|---|---|
| Five Days | -0.77% |
| One Month | -0.66% |
| Three Months | -4.06% |
| Six Months | 1.26% |
| Nine Months | 13.84% |
| One Year | 9.75% |
| Three Years | 9.81% |
| Five Years | 47.62% |
| Ten Years | 91.84% |
| YTD | -2.09% |
| Since Inception | 811.60% |
Yearly Returns
| 2024 | -2.09% |
|---|---|
| 2023 | 17.62% |
| 2022 | -10.13% |
| 2021 | 32.40% |
| 2020 | 0.73% |
| 2019 | 21.60% |
| 2018 | -16.17% |
| 2017 | 8.97% |
| 2016 | 25.17% |
| 2015 | -3.52% |
Risk against SP-DA
| Alpha | -16.11% |
|---|---|
| Beta | 0.88 |
| Correlation | 54.10% |
| Downside Deviation | 3.63% |
| Coefficient of determination | 29.27% |
| Standard Deviation | 5.22% |
| Sharpe Ratio | -1.05 |
| Sortino | -5.22 |
| Treynor | 4.99 |
| Ulcer Index | 5.89 |
| Ulcer Performance Index | -3.22 |