WRGCX
Nomura Small Cap Growth Fund Class C
Mutual fund
$21.62+0.16 (+0.75%)Close Oct 2, 2026
Dec 16, 2021 – Oct 2, 2026, Dividends reinvested
- Final balance
- $71,526
- CAGR
- +50.74%
- Max drawdown
- −32.06%
- Sharpe ratio
- 0.67
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.40%
- 3M
- −6.73%
- 6M
- +12.90%
- YTD
- +11.67%
- 1Y
- +14.81%
- 3Y
- +94.02%
- Since 2021
- +50.74%
Metrics
Since 2021| Volatility | 99.00% |
|---|---|
| Sortino ratio | 3.68 |
| Calmar ratio | 1.58 |
| Best year, 2025 | +236.69% |
| Worst year, 2022 | −12.13% |
| Positive years | 3 of 4 |
| Longest drawdown | 11 months |
Worst drawdowns
Since 2021| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −32.1% | Jan 2022 | Jun 2022 | Dec 2022 | 11 months |
| −23.3% | Dec 2024 | Apr 2025 | Aug 2025 | 8 months |
| −19.8% | Jul 2023 | Oct 2023 | Dec 2023 | 5 months |
| −15.7% | Dec 2022 | Dec 2022 | Jul 2023 | 7 months |
| −12.2% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
Annual returns
2021 from Dec 16 · 2026 through Oct 2