Canada markets closed

Wasatch Global Value Fund (FMIEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
9.16+0.01 (+0.11%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.47%
5-Year Average Return8.01%
Number of Years Up22
Number of Years Down5
Best 1 Yr Total Return (Apr 23, 2024)25.78%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return25.78%
Worst 3-Yr Total Return4.17%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFMIEXCategory
YTD4.37%14.38%
1-Month4.49%-1.21%
3-Month4.37%5.03%
1-Year9.89%39.50%
3-Year6.29%9.11%
5-Year8.52%10.10%
10-Year7.43%7.90%
Last Bull Market48.99%15.53%
Last Bear Market-8.07%-17.52%

Annual Total Return (%) History

Year
FMIEXCategory
2024
N/AN/A
2023
5.65%N/A
2022
0.02%N/A
2021
25.10%N/A
2020
2.02%2.50%
2019
17.25%20.73%
2018
-5.52%-10.41%
2017
11.21%18.90%
2016
16.65%9.24%
2015
-3.13%-3.06%
2014
5.85%3.61%
2013
25.78%25.36%
2012
10.55%14.28%
2011
-3.92%-3.44%
2010
11.11%11.90%
2009
24.37%29.76%
2008
-31.14%-36.88%
2007
12.36%7.10%
2006
20.02%19.86%
2005
9.93%9.79%
2004
17.01%16.15%
2003
29.84%35.24%
2002
-11.22%-14.35%
2001
3.34%-6.11%
2000
16.74%2.36%
1999
12.37%28.41%
1998
4.80%9.10%
1997
27.51%20.15%
1996
N/A18.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.37%N/AN/AN/A
20230.34%0.70%-1.77%6.44%
20222.37%-8.07%-9.18%17.03%
202114.91%4.07%-2.24%7.01%
2020-27.86%11.79%2.18%23.81%
20199.64%1.39%0.03%5.44%
2018-1.64%1.15%6.03%-10.43%
20173.10%0.90%3.71%3.08%
20161.95%3.96%2.27%7.62%
2015-0.31%1.40%-8.83%5.10%
20141.29%5.40%-2.15%1.33%
201310.97%2.11%3.73%7.01%
20129.37%-4.94%5.55%0.73%
20116.24%-2.11%-17.23%11.62%
20104.34%-13.04%11.06%10.26%
2009-10.30%14.66%13.81%6.25%
2008-5.45%-0.59%-9.12%-19.38%
20072.93%7.98%1.83%-0.72%
20068.65%-0.77%3.48%7.57%
20051.47%1.09%5.27%1.80%
20041.33%4.07%0.20%10.74%
2003-6.34%15.78%3.89%15.25%
20024.80%-5.12%-18.98%10.20%
2001-3.28%5.57%-7.84%9.82%
20001.26%-3.50%9.45%9.15%
19992.20%13.80%-9.45%6.70%
19989.08%-1.85%-10.94%9.92%
19971.48%13.89%10.00%0.29%
19967.90%N/AN/AN/A

Rank In Category (By Total Return)

YTD83
1-Month44
3-Month83
1-Year90
3-Year68
5-Year56

Load Adjusted Returns

1-Year9.89%
3-Year6.29%
5-Year8.52%
10-Year7.43%