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Wasatch Global Opportunities Investor (WAGOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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4.0700-0.0200 (-0.49%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-6.86%
5-Year Average Return7.34%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (Apr 24, 2024)61.36%
Worst 1 Yr Total Return (Apr 24, 2024)N/A
Best 3-Yr Total Return61.36%
Worst 3-Yr Total Return-0.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWAGOXCategory
YTD-0.69%12.99%
1-Month-0.46%1.30%
3-Month-0.69%6.38%
1-Year17.30%53.27%
3-Year-1.36%14.94%
5-Year9.81%15.72%
10-Year9.11%9.30%
Last Bull Market47.48%18.45%
Last Bear Market-22.93%-25.47%

Annual Total Return (%) History

Year
WAGOXCategory
2024
N/AN/A
2023
25.57%N/A
2022
-34.97%N/A
2021
21.50%N/A
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%N/AN/AN/A
20236.32%7.57%-6.03%16.84%
2022-16.27%-22.93%-3.97%4.93%
20212.66%9.78%6.00%1.71%
2020-25.43%35.25%11.05%26.98%
201916.78%7.78%-3.89%10.00%
20185.99%1.54%3.54%-16.67%
201711.82%8.46%4.74%8.35%
2016-5.33%1.56%8.31%-8.20%
20154.04%1.55%-10.46%9.20%
2014-2.06%2.34%-2.28%1.60%
20138.25%-0.71%9.83%6.13%
201213.51%-2.03%7.24%5.24%
20115.83%0.00%-18.94%6.23%
20106.27%-6.17%13.43%11.67%
2009-1.35%32.73%15.75%6.46%

Rank In Category (By Total Return)

YTD70
1-Month97
3-Month70
1-Year28
3-Year39
5-Year26

Load Adjusted Returns

1-Year17.30%
3-Year-1.36%
5-Year9.81%
10-Year9.11%