It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
WSCGX: SMALL COMPANY GROWTH FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info 36.28 1.12(2.99%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 04/03/2008 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 10.28% |
| Expenses | 0.94% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 6.8 | 19.6 | 11.0 | 3.4 | 10.5 | 10.0 | 10.3 | 8.4 | 8.2 | 18.3 | -24.2 | 15.1 | 28.7 | 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 | 0.96 | 1.15 | 0.48 | 0.06 | 0.4 | NA | 0.39 | 0.24 | 0.25 | 0.83 | -0.84 | 0.79 | 0.73 | 1.46 | -0.24 | 1.66 | 0.37 | -0.26 | 0.52 | 3.2 | 0.96 | -0.1 | 1.51 | 1.57 | -1.05 |
| Draw Down(%) | NA | 14.4 | 14.4 | 27.1 | 32.6 | 42.7 | NA | 50.7 | 25.9 | 10.2 | 16.9 | 30.0 | 10.4 | 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 | 21.6 | 19.1 | 20.2 | 22.2 | 22.8 | NA | 23.9 | 23.2 | 18.0 | 17.8 | 30.7 | 19.0 | 38.6 | 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 | 0.23 | 0.24 | 0.1 | 0.01 | 0.1 | NA | 0.1 | 0.06 | 0.05 | 0.16 | -0.28 | 0.17 | 0.34 | 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 | -0.06 | -0.02 | -0.02 | -0.01 | 0.0 | NA | 0.0 | 0.0 | -0.03 | 0.0 | 0.01 | 0.04 | 0.01 | -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 | 0.91 | 0.93 | 0.93 | 0.92 | 0.92 | NA | 0.93 | 0.94 | 0.94 | 0.89 | 0.92 | 0.87 | 0.82 | 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 | 0.88 | 0.89 | 0.94 | 0.95 | 0.86 | NA | 0.91 | 0.96 | 0.95 | 0.96 | 0.98 | 0.92 | 0.66 | 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 | N/A | N/A | N/A | N/A | N/A | N/A | 9.7 | 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 | N/A | N/A | N/A | N/A | N/A | N/A | -23.3 | 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 04/01/2008
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) (98%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) (97%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 1.89% (99%)
- IWO (iShares Russell 2000 Growth ETF) 4.34% (99%)
- RZG (Invesco S&P Smallcap 600 Pure Growth ETF) 1.56% (99%)
- VBK (Vanguard Small-Cap Growth ETF) 4.03% (98%)
- VTWG (Vanguard Russell 2000 Growth ETF) 4.27% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth ETF) 2.08% (25%)
- FYC (First Trust Small Cap Growth AlphaDEX Fund) 3.72% (23%)
Latest Articles Related to WSCGX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
