Wasatch Small Cap Value Institutional (WICVX)

10.72 -1.84 (-14.65%) USD  |  Dec 12 2024
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WICVX Beta (Since Inception)

Beta (Since Inception) Chart

View Beta (Since Inception) for WICVX.
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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Beta Definition

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Beta is a risk metric that measures the risk associated with a security in comparison to the risk associated with the market overall. A beta of 1 would signify that the beta is neutral with the market. A common use of beta is within the Capital Asset Pricing Model (CAPM), to find a security's expected return.

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Beta (Since Inception) Range, Past 5 Years

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Beta (Since Inception) Benchmarks

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DFA US Micro Cap I Upgrade
RBC Enterprise I Upgrade
DFA US Small Cap I Upgrade
T. Rowe Price Small-Cap Value I Upgrade
FullerThaler Behavioral Sm-Cp Eq Inst Upgrade

Beta (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Alpha (vs YCharts Benchmark) (Since Inception) Upgrade
Beta (vs YCharts Benchmark) (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Historical Sortino (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade

Beta (Since Inception) Excel Add-In Codes

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Metric Code: market_beta_all
Latest Data Point: =YCP("M:WICVX", "market_beta_all")
Last 5 Data Points: =YCS("M:WICVX", "market_beta_all", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.