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The Best Small Cap Growth Equities Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Small Cap Growth Equities mutual funds.


Category is Small Cap Growth Equities
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
VALIC Company I Small Cap Growth FundSmall Cap Growth EquitiesAug 31, 20060.88%
-2.39%
2.55%
24
Voya MI Dynamic Small Cap Fund Class ISmall Cap Growth EquitiesJan 4, 19940.86%
-3.01%
7.73%
12.57%
10
Wasatch Small Cap Growth FundSmall Cap Growth EquitiesDec 8, 19861.12%
-6.85%
8.49%
2.12%
3
Wasatch Ultra Growth FundSmall Cap Growth EquitiesAug 17, 19921.16%
-7.40%
11.36%
0.00%
8
Wasatch Micro Cap Value FundSmall Cap Growth EquitiesJul 28, 20031.66%
-1.70%
12.66%
11.40%
36
William Blair Small Cap Growth FundSmall Cap Growth EquitiesDec 27, 19991.25%
-0.86%
13.58%
7.55%
21
WCM Small Cap Growth FundSmall Cap Growth EquitiesOct 30, 20191.24%
-3.32%
1.02%
21
Wasatch Core Growth FundSmall Cap Growth EquitiesDec 8, 19861.17%
-4.82%
10.29%
8.98%
2
Segall Bryant & Hamill Small Cap Growth FundSmall Cap Growth EquitiesDec 20, 20130.87%
3.10%
13.22%
0.00%
46
Wasatch Micro Cap FundSmall Cap Growth EquitiesJun 19, 19951.63%
-2.19%
13.21%
0.00%
44
WesMark Small Company FundSmall Cap Growth EquitiesDec 31, 19931.24%
4.25%
12.27%
21.97%
68
Delaware Ivy Small Cap Growth FundSmall Cap Growth EquitiesSep 21, 19921.89%
-1.14%
10.08%
12.64%
47
Yorktown Small-Cap FundSmall Cap Growth EquitiesMay 9, 20161.38%
-6.26%
0.00%
9

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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