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Wasatch Micro Cap Value Institutional (WGMVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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3.5800
+0.0300
(+0.85%)
As of 08:06AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★
Number of years up
2
Number of years down
1
Best 1-yr total return (30 Jun 2024)
27.26%
Worst 1-yr total return (30 Jun 2024)
N/A
Risk statistics
3 years
WGMVX
Category average
5 years
WGMVX
Category average
10 years
WGMVX
Category average
Alpha
-12.72
-0.02
-4.62
0.01
-1.43
-0.02
BETA
0.99
0.01
1.14
0.01
1.06
0.01
Mean annual return
-0.17
0.02
1.15
0.02
1.04
0.01
R-squared
69.91
0.78
73
0.73
68.81
0.73
Standard deviation
21.14
0.26
24.37
0.21
19.53
0.19
Sharpe ratio
-0.25
0.01
0.48
0.01
0.56
0.01
Treynor ratio
-7.49
0.15
8.02
0.17
8.95
0.11
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