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Walden Small Cap Fund (WASOX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.54-0.35 (-2.35%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return10.85%
5-Year Average Return8.33%
Number of Years Up7
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)31.77%
Worst 1 Yr Total Return (Feb 3, 2019)-6.05%
Best 3-Yr Total Return31.77%
Worst 3-Yr Total Return5.75%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWASOXCategory
YTD-26.16%20.19%
1-Month-15.00%0.02%
3-Month-26.16%4.36%
1-Year-17.00%60.18%
3-Year-0.62%11.32%
5-Year2.93%13.88%
10-Year7.39%11.19%
Last Bull Market25.37%27.98%
Last Bear Market-21.60%-24.08%

Annual Total Return (%) History

Year
WASOXCategory
2020
N/A10.99%
2019
29.15%23.75%
2018
-6.05%-12.72%
2017
11.50%12.28%
2016
23.96%20.78%
2015
-3.83%-5.38%
2014
-0.81%3.79%
2013
31.54%37.39%
2012
13.01%15.46%
2011
-0.79%-4.07%
2010
25.65%25.61%
2009
31.77%31.80%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-26.16%N/AN/AN/A
201914.91%4.44%1.30%6.23%
2018-1.55%6.44%5.60%-15.10%
20171.79%1.44%2.57%5.28%
20166.33%2.25%4.40%9.20%
20153.09%-1.17%-8.96%3.68%
2014-1.54%0.98%-7.80%8.22%
20139.22%1.62%8.84%8.89%
201210.16%-4.14%4.56%2.35%
20116.84%0.51%-19.74%15.10%
20107.29%-6.18%7.46%16.16%
2009-12.43%21.55%16.83%5.97%

Rank In Category (By Total Return)

YTD6
1-Month4
3-Month6
1-Year5
3-Year3
5-Year2

Load Adjusted Returns

1-Year-17.00%
3-Year-0.62%
5-Year2.93%
10-Year7.39%