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WMCR: Wilshire Micro-Cap ETF (ETF)
Basic Info
Asset Class: | SMALL BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/22/2006 |
Last Dividend Date: | 12/24/2018 |
12-Mo. Yield | 2.12% |
Expenses | 0.51% |
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Performance Analytics (As of 09/10/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/22/2006 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 2.4 | 5.6 | 10.1 | 4.4 | 17.7 | -23.5 | 26.5 | 18.6 | -3.9 | 3.5 | 47.9 | 22.5 | -17.0 | 24.3 | 20.0 | -40.7 | -16.2 | 13.7 |
Sharpe Ratio | NA | -0.03 | 0.67 | 0.23 | 0.69 | 0.16 | 12.82 | -0.92 | 1.48 | 1.16 | -0.27 | 0.22 | 3.48 | 1.52 | -0.62 | 1.08 | 0.56 | -0.89 | -0.96 | 3.67 |
Draw Down(%) | NA | 29.6 | 29.6 | 29.6 | 33.4 | 69.8 | 1.1 | 29.6 | 6.8 | 16.0 | 15.9 | 15.8 | 5.4 | 12.7 | 33.4 | 20.4 | 39.7 | 54.2 | 23.9 | 5.5 |
Standard Deviation(%) | NA | 23.0 | 20.3 | 18.6 | 20.9 | 24.3 | 15.1 | 26.8 | 17.6 | 15.7 | 14.7 | 15.8 | 13.8 | 14.9 | 27.3 | 22.3 | 35.4 | 46.7 | 20.1 | 15.6 |
Treynor Ratio | NA | -0.01 | 0.21 | 0.06 | 0.21 | 0.05 | 3.22 | -0.5 | 0.34 | 0.23 | -0.05 | 0.04 | 0.58 | 0.33 | -0.23 | 0.41 | 0.37 | -0.56 | -0.2 | 0.5 |
Alpha | NA | 0.0 | 0.02 | 0.0 | 0.01 | 0.0 | 0.18 | -0.08 | 0.05 | 0.02 | 0.0 | -0.01 | 0.05 | 0.04 | -0.07 | 0.03 | 0.02 | -0.06 | -0.07 | 0.04 |
Beta | NA | 0.62 | 0.64 | 0.72 | 0.68 | 0.71 | 0.6 | 0.5 | 0.76 | 0.78 | 0.77 | 0.94 | 0.83 | 0.68 | 0.75 | 0.6 | 0.54 | 0.75 | 0.98 | 1.16 |
RSquared | NA | 0.2 | 0.2 | 0.34 | 0.44 | 0.46 | 0.34 | 0.1 | 0.2 | 0.69 | 0.65 | 0.72 | 0.67 | 0.55 | 0.75 | 0.41 | 0.3 | 0.5 | 0.81 | 0.79 |
Yield(%) | N/A | 1.3 | 2.3 | 2.1 | 4.4 | N/A | 0.0 | 1.2 | 2.3 | 2.0 | 1.6 | 3.6 | 1.8 | 1.3 | 3.4 | 0.4 | 1.1 | 2.4 | 1.6 | 0.3 |
Dividend Growth(%) | N/A | -36.8 | -6.9 | 116.5 | N/A | N/A | -100.0 | -36.8 | 36.0 | 16.3 | -55.7 | 193.9 | 65.0 | -69.2 | 983.3 | -60.0 | -72.7 | 25.0 | 528.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/22/2006
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