Canada markets closed

(WASMX)

. Currency in USD
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.37%
5-Year Average Return9.02%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 20, 2024)30.18%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return30.18%
Worst 3-Yr Total Return6.63%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWASMXCategory
YTD2.03%17.04%
1-Month1.09%-0.01%
3-Month-1.28%5.47%
1-Year20.79%50.44%
3-Year4.53%13.15%
5-Year10.52%13.75%
10-Year9.60%11.35%
Last Bull Market28.34%25.95%
Last Bear Market-13.03%-22.55%

Annual Total Return (%) History

Year
WASMXCategory
2024
N/AN/A
2023
16.40%N/A
2022
-14.59%N/A
2021
30.08%N/A
2020
9.13%12.39%
2019
26.12%26.21%
2018
-5.59%-11.15%
2017
16.94%15.93%
2016
20.11%14.14%
2015
-2.45%-4.75%
2014
3.66%7.80%
2013
30.18%34.10%
2012
N/A16.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.24%N/AN/AN/A
20233.77%2.16%-3.13%13.33%
2022-7.78%-13.03%-2.85%9.61%
202110.00%5.39%0.67%11.46%
2020-25.03%18.28%4.36%17.92%
201913.96%4.24%0.11%6.06%
20180.30%3.64%5.24%-13.71%
20174.38%2.62%1.21%7.86%
20164.69%1.34%5.01%7.81%
20154.70%-0.75%-9.05%3.21%
20140.87%1.50%-5.57%7.22%
20139.71%1.99%8.27%7.46%
20125.55%1.98%N/AN/A

Rank In Category (By Total Return)

YTD93
1-Month98
3-Month96
1-Year73
3-Year42
5-Year65

Load Adjusted Returns

1-Year20.79%
3-Year4.53%
5-Year10.52%
10-Year9.60%