Nasdaq - Delayed Quote USD

Wasatch Global Opportunities Investor (WAGOX)

4.0200 -0.0300 (-0.74%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -7.32%
5y Average Return 7.54%
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return (Apr 18, 2024) 61.36%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 61.36%
Worst 3Y Total Return -0.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WAGOX
Category
YTD
-0.69%
12.99%
1-Month
-0.46%
1.30%
3-Month
-0.69%
6.38%
1-Year
17.30%
53.27%
3-Year
-1.36%
14.94%
5-Year
9.81%
15.72%
10-Year
9.11%
9.30%
Last Bull Market
47.48%
18.45%
Last Bear Market
-22.93%
-25.47%

Annual Total Return (%) History

Year
WAGOX
Category
2024
--
--
2023
25.57%
--
2022
-34.97%
--
2021
21.50%
--
2020
42.22%
24.89%
2019
33.07%
26.49%
2018
-7.13%
-14.25%
2017
37.63%
25.44%

2016
-4.40%
9.32%
2015
3.32%
-1.23%
2014
-0.49%
-0.42%
2013
25.27%
30.99%
2012
25.50%
18.46%
2011
-8.87%
-11.76%
2010
26.31%
20.56%
2009
61.36%
47.20%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.69% -- -- --
2023 6.32% 7.57% -6.03% 16.84%
2022 -16.27% -22.93% -3.97% 4.93%
2021 2.66% 9.78% 6.00% 1.71%
2020 -25.43% 35.25% 11.05% 26.98%
2019 16.78% 7.78% -3.89% 10.00%
2018 5.99% 1.54% 3.54% -16.67%
2017 11.82% 8.46% 4.74% 8.35%
2016 -5.33% 1.56% 8.31% -8.20%
2015 4.04% 1.55% -10.46% 9.20%

2014 -2.06% 2.34% -2.28% 1.60%
2013 8.25% -0.71% 9.83% 6.13%
2012 13.51% -2.03% 7.24% 5.24%
2011 5.83% 0.00% -18.94% 6.23%
2010 6.27% -6.17% 13.43% 11.67%
2009 -1.35% 32.73% 15.75% 6.46%

Rank in Category (By Total Return)

YTD 70
1-Month 97
3-Month 70
1-Year 28
3-Year 39
5-Year 26

Load Adjusted Returns

1-Year 17.30%
3-Year -1.36%
5-Year 9.81%
10-Year 9.11%

Performance & Risk

YTD Return -7.32%
5y Average Return 7.54%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category World Small/Mid Stock
Fund Family Wasatch
Net Assets 202.07M
YTD Return -0.69%
Yield 0.00%
Morningstar Rating
Inception Date Feb 01, 2016

Fund Summary

The fund invests primarily in small and micro cap foreign and domestic companies. It will invest its assets primarily in the equity securities, typically common stock, of foreign and domestic companies. The fund may invest a large percentage of its assets in a few sectors. These sectors were information technology, industrials, health care, consumer discretionary, and financials.

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