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WSCGX: SMALL COMPANY GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 35.02 0.12(0.34%) July 10
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 04/03/2008 |
| Last Dividend Date: | 12/16/2024 |
| 12-Mo. Yield | 11.65% |
| Expenses | 0.94% |
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Performance Analytics (As of 07/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 1.7 | 5.4 | 8.9 | 9.0 | 7.4 | 11.9 | 9.9 | -3.6 | 12.2 | -30.6 | -26.0 | 11.8 | 26.6 | -3.6 | 20.6 | 7.7 | -4.4 | 8.6 | 46.3 | 16.7 | -3.0 | 35.4 | 47.2 | -35.6 |
| Sharpe Ratio | NA | 0.01 | 0.06 | 0.27 | 0.32 | 0.26 | NA | 0.38 | -0.49 | 0.45 | -1.02 | -0.53 | 0.28 | 1.46 | -0.24 | 1.66 | 0.38 | -0.26 | 0.52 | 3.2 | 0.96 | -0.1 | 1.51 | 1.57 | -1.05 |
| Draw Down(%) | NA | 25.9 | 27.1 | 27.1 | 32.6 | 42.7 | NA | 50.7 | 17.1 | 16.9 | 32.6 | 41.7 | 42.7 | 10.4 | 28.0 | 6.1 | 21.5 | 17.3 | 13.0 | 6.2 | 15.7 | 30.6 | 19.0 | 24.1 | 50.6 |
| Standard Deviation(%) | NA | 27.6 | 24.2 | 21.6 | 22.4 | 23.0 | NA | 24.1 | 21.0 | 17.8 | 31.5 | 49.2 | 41.3 | 17.2 | 20.8 | 12.1 | 20.0 | 17.1 | 16.7 | 14.5 | 17.5 | 31.6 | 23.4 | 30.0 | 43.2 |
| Treynor Ratio | NA | 0.0 | 0.02 | 0.06 | 0.08 | 0.06 | NA | 0.1 | -0.11 | 0.09 | -0.35 | -0.27 | 0.14 | 0.24 | -0.05 | 0.18 | 0.07 | -0.04 | 0.08 | 0.48 | 0.17 | -0.03 | 0.37 | 0.52 | -0.5 |
| Alpha | NA | 0.01 | -0.03 | -0.01 | 0.01 | 0.0 | NA | 0.0 | -0.07 | -0.02 | -0.02 | -0.11 | -0.05 | -0.02 | 0.01 | -0.01 | -0.01 | -0.01 | 0.02 | 0.03 | 0.0 | -0.01 | 0.02 | 0.03 | -0.03 |
| Beta | NA | 0.94 | 0.95 | 0.92 | 0.92 | 0.93 | NA | 0.93 | 0.92 | 0.85 | 0.91 | 0.98 | 0.83 | 1.05 | 1.06 | 1.12 | 1.11 | 1.04 | 1.04 | 0.97 | 1.0 | 0.96 | 0.94 | 0.9 | 0.9 |
| RSquared | NA | 0.97 | 0.96 | 0.96 | 0.95 | 0.86 | NA | 0.91 | 0.68 | 0.88 | 0.91 | 0.24 | 0.59 | 0.92 | 0.96 | 0.9 | 0.95 | 0.94 | 0.95 | 0.92 | 0.96 | 0.98 | 0.93 | 0.97 | 0.98 |
| Yield(%) | N/A | 0.0 | 11.6 | 8.7 | 16.3 | 11.0 | 19.2 | N/A | 12.4 | 5.7 | 6.6 | 40.2 | 16.1 | 9.5 | 7.6 | 0.0 | 0.0 | 0.6 | 4.7 | 7.8 | 0.5 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 142.2 | -75.8 | 380.4 | N/A | N/A | N/A | 142.2 | -40.3 | -87.7 | 172.9 | 99.0 | 9.8 | N/A | N/A | -100.0 | -86.0 | -20.2 | 1568.8 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2008
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