Nasdaq - Delayed Quote • USD
Walthausen Funds - Walthausen Focused Small Cap Value Fund (WSVIX)
At close: December 22 at 8:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -10.58% |
| 5y Average Return | 5.51% |
| Number of Years Up | 7 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Nov 21, 2022) | 42.57% |
| Worst 1Y Total Return (Nov 21, 2022) | -- |
| Best 3Y Total Return | 42.57% |
| Worst 3Y Total Return | 2.74% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WSVIX
Category
- YTD
- -10.58%
- 26.79%
- 1-Month
- 0.30%
- -1.77%
- 3-Month
- -6.49%
- 4.45%
- 1-Year
- -10.92%
- 71.02%
- 3-Year
- 5.60%
- 9.35%
- 5-Year
- 5.51%
- 12.17%
- 10-Year
- 9.36%
- 9.95%
- Last Bull Market
- 49.99%
- 28.07%
- Last Bear Market
- -14.73%
- -24.24%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
| YTD | 64 |
| 1-Month | 99 |
| 3-Month | 87 |
| 1-Year | 64 |
| 3-Year | 81 |
| 5-Year | 47 |
Load Adjusted Returns
| 1-Year | -8.78% |
| 3-Year | 6.95% |
| 5-Year | 5.50% |
| 10-Year | 9.26% |
Performance & Risk
| YTD Return | -10.58% |
| 5y Average Return | 5.51% |
| Rank in Category (ytd) | 64 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Value |
| Fund Family | Walthausen Funds |
| Net Assets | 5.95M |
| YTD Return | -10.58% |
| Yield | 2.30% |
| Morningstar Rating | |
| Inception Date | Dec 27, 2010 |
Fund Summary
The fund invests primarily in common stocks of small capitalization companies that the Advisor believes have the potential for capital appreciation. The Advisor invests in small capitalization companies with market capitalizations below that of the largest member of the Russell 2000 Index at the time of purchase. It typically invests in 30 to 50 companies. Under normal circumstances, the fund will invest at least 80% of its net assets in U.S. common stocks of small capitalization companies.
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