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Wasatch Emerging Markets Small Cap Inv (WAEMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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3.0400+0.0100 (+0.33%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.33%
5-Year Average Return8.66%
Number of Years Up9
Number of Years Down7
Best 1 Yr Total Return (May 27, 2024)117.72%
Worst 1 Yr Total Return (May 27, 2024)N/A
Best 3-Yr Total Return117.72%
Worst 3-Yr Total Return-4.15%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWAEMXCategory
YTD-2.97%8.73%
1-Month0.00%1.20%
3-Month1.73%5.47%
1-Year11.36%41.79%
3-Year-4.30%11.48%
5-Year7.01%12.18%
10-Year4.73%4.39%
Last Bull Market16.67%17.73%
Last Bear Market-23.55%-25.55%

Annual Total Return (%) History

Year
WAEMXCategory
2024
N/AN/A
2023
21.20%N/A
2022
-38.72%N/A
2021
30.10%N/A
2020
32.72%17.90%
2019
27.42%19.25%
2018
-18.95%-16.07%
2017
38.20%34.17%
2016
-3.72%8.47%
2015
-9.35%-13.79%
2014
0.89%-3.01%
2013
-3.60%-0.14%
2012
27.75%18.15%
2011
-14.01%-19.86%
2010
41.22%19.26%
2009
117.72%73.81%
2008
-57.08%-54.44%
2007
N/A36.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-2.97%N/AN/AN/A
20237.60%3.35%-3.24%12.64%
2022-18.29%-23.55%-6.08%4.45%
20213.20%13.24%5.22%5.80%
2020-23.74%31.60%8.24%22.17%
201910.39%2.75%0.76%11.50%
20180.31%-7.12%-7.33%-6.12%
201710.30%8.95%6.79%7.69%
20160.00%2.07%8.10%-12.73%
20150.37%2.61%-13.09%1.27%
2014-3.02%6.23%0.37%-2.42%
20134.63%-6.80%-2.55%1.45%
201219.00%-5.32%6.83%6.14%
2011-3.50%4.44%-16.60%2.31%
20107.69%-1.53%22.80%8.45%
2009-2.38%56.10%22.66%16.49%
2008-14.29%1.19%-27.06%-32.16%
2007-1.81%N/AN/AN/A

Rank In Category (By Total Return)

YTD96
1-Month42
3-Month97
1-Year41
3-Year46
5-Year10

Load Adjusted Returns

1-Year11.36%
3-Year-4.30%
5-Year7.01%
10-Year4.73%