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Wasatch Micro Cap Value Institutional (WGMVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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3.9700+0.0600 (+1.53%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.11%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Oct 3, 2024)27.26%
Worst 1 Yr Total Return (Oct 3, 2024)N/A
Best 3-Yr Total Return27.26%
Worst 3-Yr Total Return0.82%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWGMVXCategory
YTD17.40%12.40%
1-Month0.51%3.37%
3-Month10.56%4.88%
1-Year33.11%55.69%
3-Year-1.40%19.34%
5-Year13.56%20.72%
10-Year12.53%13.98%
Last Bull Market28.72%27.85%
Last Bear Market-19.22%-24.06%

Annual Total Return (%) History

Year
WGMVXCategory
2024
N/AN/A
2023
13.38%N/A
2022
-28.98%N/A
2021
27.26%N/A
2020
N/A38.62%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.08%-0.83%10.56%N/A
20234.01%2.57%-6.27%13.38%
2022-14.73%-19.22%-3.10%6.41%
202114.95%8.74%0.39%1.41%
202040.17%11.59%26.11%N/A

Rank In Category (By Total Return)

YTD21
1-Month79
3-Month9
1-Year16
3-Year59
5-Year11

Load Adjusted Returns

1-Year33.11%
3-Year-1.40%
5-Year13.56%
10-Year12.53%