What are the 1-year returns of The Wealth Company Small Cap Fund Direct-Growth?
The 1-year return for The Wealth Company Small Cap Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 3-year returns of The Wealth Company Small Cap Fund Direct-Growth?
The 3-year CAGR for The Wealth Company Small Cap Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of The Wealth Company Small Cap Fund Direct-Growth?
The 5-year CAGR for The Wealth Company Small Cap Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of The Wealth Company Small Cap Fund Direct-Growth since inception?
Since its launch on 29 Mar 2026, The Wealth Company Small Cap Fund Direct-Growth has delivered a CAGR of 14.70%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has The Wealth Company Small Cap Fund Direct-Growth performed vs its category over the long term?
Category rank for The Wealth Company Small Cap Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of The Wealth Company Small Cap Fund Direct-Growth?
The Sharpe ratio of The Wealth Company Small Cap Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of The Wealth Company Small Cap Fund Direct-Growth?
The alpha of The Wealth Company Small Cap Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of The Wealth Company Small Cap Fund Direct-Growth?
The beta of The Wealth Company Small Cap Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of The Wealth Company Small Cap Fund Direct-Growth?
Rolling returns for The Wealth Company Small Cap Fund Direct-Growth are shown in the Rolling Returns section above.
