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Wasatch Small Cap Value Institutional (WICVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.78-0.10 (-0.92%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.05%
5-Year Average Return10.68%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jun 24, 2024)38.21%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return38.21%
Worst 3-Yr Total Return3.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWICVXCategory
YTD5.89%20.19%
1-Month7.23%0.02%
3-Month1.76%4.36%
1-Year38.54%60.18%
3-Year4.19%11.32%
5-Year11.85%13.88%
10-Year9.67%11.19%
Last Bull Market32.57%27.98%
Last Bear Market-16.39%-24.08%

Annual Total Return (%) History

Year
WICVXCategory
2024
N/AN/A
2023
31.80%N/A
2022
-21.47%N/A
2021
25.53%N/A
2020
12.68%10.99%
2019
23.81%23.75%
2018
-9.40%-12.72%
2017
19.80%12.28%
2016
19.94%20.78%
2015
0.23%-5.38%
2014
7.18%3.79%
2013
38.21%37.39%
2012
N/A15.46%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.76%N/AN/AN/A
20235.64%7.08%0.22%16.25%
2022-9.79%-16.39%-5.62%10.32%
202115.52%5.49%-3.32%6.55%
2020-36.82%31.38%4.60%29.79%
201911.75%5.12%-1.67%7.19%
2018-2.25%6.91%2.75%-15.63%
20172.39%3.16%6.12%6.89%
2016-2.35%4.13%9.92%7.31%
20158.38%1.55%-10.35%1.59%
20144.85%5.99%-7.59%4.37%
201310.17%6.76%8.44%8.37%
2012-4.94%4.37%5.50%N/A

Rank In Category (By Total Return)

YTD24
1-Month3
3-Month59
1-Year1
3-Year19
5-Year21

Load Adjusted Returns

1-Year38.54%
3-Year4.19%
5-Year11.85%
10-Year9.67%