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Wasatch Small Cap Growth Institutional (WIAEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.73+0.04 (+0.11%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.35%
5-Year Average Return5.69%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Jun 17, 2024)54.66%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return54.66%
Worst 3-Yr Total Return-7.69%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWIAEXCategory
YTD-0.41%12.40%
1-Month2.97%3.37%
3-Month-3.11%4.88%
1-Year16.99%55.69%
3-Year-9.66%19.34%
5-Year6.55%20.72%
10-Year9.28%13.98%
Last Bull Market28.12%27.85%
Last Bear Market-25.04%-24.06%

Annual Total Return (%) History

Year
WIAEXCategory
2024
N/AN/A
2023
21.33%N/A
2022
-40.19%N/A
2021
8.40%N/A
2020
54.66%38.62%
2019
40.32%27.68%
2018
3.61%-5.76%
2017
21.96%21.50%
2016
N/A11.20%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.07%N/AN/AN/A
20237.50%6.09%-5.11%12.10%
2022-18.13%-25.04%-4.72%2.29%
20214.10%6.34%-0.67%-1.42%
2020-23.50%40.47%10.96%29.71%
201920.57%8.84%-4.43%11.87%
20187.92%7.00%10.56%-18.84%
20175.42%4.28%4.70%5.96%
20161.52%8.71%-0.49%N/A

Rank In Category (By Total Return)

YTD92
1-Month78
3-Month85
1-Year61
3-Year88
5-Year83

Load Adjusted Returns

1-Year16.99%
3-Year-9.66%
5-Year6.55%
10-Year9.28%