Nasdaq - Delayed Quote USD
Macquarie Mid Cap Growth R (WMGRX)
19.91
-0.87
(-4.19%)
At close: 8:04:26 PM EDT
Fund Summary
The fund seeks to achieve its objective by investing primarily in common stocks of mid-capitalization companies that the manager believes are high quality and/or offer above-average growth potential. Under normal circumstances, it invests at least 80% of its net assets in the securities of mid-capitalization companies, which, for purposes of this fund typically are companies with market capitalizations similar to those of issuers included in the Russell Midcap® Growth Index over the last 13 months at the time of acquisition.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 47.87% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | -11.31% |
| 5y Average Return | 7.73% |
| Rank in Category (ytd) | 57 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.23 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WMGRX | Category Average | WMGRX | Category Average | WMGRX | Category Average | |
| Alpha | -12.51 | 0.01 | -10.08 | 0.01 | -5.21 | -0.02 |
| BETA | 1.23 | 0.01 | 1.24 | 0.01 | 1.18 | 0.01 |
| Mean Annual Return | -0.09 | 0.02 | 1.03 | 0.02 | 0.82 | 0.01 |
| R-squared | 85.72 | 0.82 | 81.66 | 0.79 | 82.4 | 0.8 |
| Standard Deviation | 22.92 | 0.23 | 23.19 | 0.19 | 19.98 | 0.17 |
| Sharpe Ratio | -0.24 | 0.01 | 0.41 | 0.01 | 0.39 | 0.01 |
| Treynor Ratio | -6.61 | 0.18 | 5.92 | 0.17 | 5.2 | 0.12 |
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