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Wasatch Small Cap Value Fund (WMCVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.90-0.25 (-2.24%)
As of 08:01PM EST. Market open.
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return12.42%
5-Year Average Return10.28%
Number of Years Up18
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)55.91%
Worst 1 Yr Total Return (Feb 3, 2019)-47.75%
Best 3-Yr Total Return55.91%
Worst 3-Yr Total Return-16.51%

Trailing Returns (%) Vs. Benchmarks

ReturnWMCVXCategory
YTD22.80%20.24%
1-Month-2.53%1.26%
3-Month0.72%7.80%
1-Year31.02%64.50%
3-Year14.65%11.53%
5-Year13.49%13.79%
10-Year14.41%10.96%
Last Bull Market23.40%27.99%
Last Bear Market-21.80%-24.07%

Annual Total Return (%) History

Year
WMCVXCategory
2021
N/AN/A
2020
12.52%10.99%
2019
23.62%23.75%
2018
-9.45%-12.72%
2017
19.55%12.28%
2016
19.85%20.78%
2015
0.00%-5.38%
2014
7.40%3.79%
2013
37.81%37.39%
2012
16.52%15.46%
2011
-5.22%-4.07%
2010
25.52%25.61%
2009
55.91%31.80%
2008
-47.75%-36.56%
2007
-3.00%-1.10%
2006
14.84%15.03%
2005
4.75%6.75%
2004
21.58%18.94%
2003
54.57%43.41%
2002
-16.34%-16.22%
2001
33.63%8.92%
2000
29.04%11.89%
1999
28.09%19.95%
1998
8.46%-3.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202115.42%N/AN/AN/A
2020-36.93%31.43%4.48%29.90%
201911.67%5.16%-1.81%7.22%
2018-2.26%6.95%2.65%-15.61%
20172.40%3.17%6.01%6.76%
2016-2.36%4.15%9.80%7.34%
20158.24%1.55%-10.40%1.54%
20144.87%6.02%-7.63%4.57%
201310.20%6.55%8.47%8.20%
201211.30%-4.95%4.38%5.51%
20117.42%-1.02%-19.38%10.58%
20105.86%-5.54%6.21%18.18%
2009-6.45%33.91%18.03%5.45%
2008-8.43%0.92%-14.29%-34.04%
20074.39%8.41%-7.94%-6.91%
200611.38%-2.69%-2.58%8.76%
2005-5.61%6.32%2.16%2.17%
200410.75%-2.90%-2.98%16.52%
2003-4.37%25.91%11.86%14.75%
200214.39%-4.90%-28.03%6.85%
20017.30%24.26%-10.48%11.95%
200014.50%4.55%9.01%-1.11%
1999-10.55%26.67%-1.62%14.91%
199815.92%-3.43%-20.00%21.11%

Rank In Category (By Total Return)

YTD37
1-Month55
3-Month24
1-Year29
3-Year22
5-Year8

Load Adjusted Returns

1-Year65.17%
3-Year13.61%
5-Year16.65%
10-Year12.94%
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