Nasdaq - Delayed Quote USD
Macquarie Mid Cap Growth Y (WMGYX)
24.15
+2.34
+(10.73%)
At close: 8:09:21 AM 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 | 48.43% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 7 |
Performance & Risk
| YTD Return | -11.28% |
| 5y Average Return | 8.08% |
| Rank in Category (ytd) | 55 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.23 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WMGYX | Category Average | WMGYX | Category Average | WMGYX | Category Average | |
| Alpha | -12.24 | 0.01 | -9.75 | 0.01 | -4.87 | -0.02 |
| BETA | 1.23 | 0.01 | 1.24 | 0.01 | 1.18 | 0.01 |
| Mean Annual Return | -0.06 | 0.02 | 1.05 | 0.02 | 0.85 | 0.01 |
| R-squared | 85.64 | 0.82 | 81.62 | 0.79 | 82.35 | 0.8 |
| Standard Deviation | 22.92 | 0.23 | 23.19 | 0.19 | 19.98 | 0.17 |
| Sharpe Ratio | -0.23 | 0.01 | 0.42 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | -6.4 | 0.18 | 6.2 | 0.17 | 5.51 | 0.12 |
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