Nasdaq - Delayed Quote USD
Macquarie Small Cap Growth C (WRGCX)
6.09
+0.14
+(2.35%)
At close: May 2 at 6:49:28 PM EDT
Fund Summary
The fund seeks to achieve its objective by investing, under normal circumstances, at least 80% of its net assets in common stocks of small-capitalization companies. For purposes of this fund, small-capitalization companies typically are companies with market capitalizations similar to those of issuers included in the Russell 2000® Growth Index over the last 13 months at the time of acquisition.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 39.91% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 24 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | -7.61% |
| 5y Average Return | 6.42% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WRGCX | Category Average | WRGCX | Category Average | WRGCX | Category Average | |
| Alpha | -12.22 | -0.02 | -10.15 | 0.01 | -6.86 | -0.02 |
| BETA | 1.16 | 0.01 | 1.13 | 0.01 | 1.13 | 0.01 |
| Mean Annual Return | -0.1 | 0.02 | 0.87 | 0.02 | 0.64 | 0.01 |
| R-squared | 77.45 | 0.78 | 73.54 | 0.73 | 74.04 | 0.73 |
| Standard Deviation | 22.76 | 0.26 | 22.23 | 0.21 | 20.24 | 0.19 |
| Sharpe Ratio | -0.25 | 0.01 | 0.34 | 0.01 | 0.28 | 0.01 |
| Treynor Ratio | -7.06 | 0.15 | 4.93 | 0.17 | 3.32 | 0.11 |
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