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Wasatch Emerging Markets Select Instl (WIESX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.33+0.06 (+0.35%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.30%
5-Year Average Return8.95%
Number of Years Up6
Number of Years Down5
Best 1 Yr Total Return (Jun 24, 2024)48.71%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return48.71%
Worst 3-Yr Total Return-6.25%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWIESXCategory
YTD-0.30%8.73%
1-Month3.24%1.20%
3-Month4.00%5.47%
1-Year10.10%41.79%
3-Year-6.48%11.48%
5-Year9.17%12.18%
10-Year5.26%4.39%
Last Bull Market14.52%17.73%
Last Bear Market-24.73%-25.55%

Annual Total Return (%) History

Year
WIESXCategory
2024
N/AN/A
2023
17.80%N/A
2022
-37.26%N/A
2021
21.41%N/A
2020
48.71%17.90%
2019
28.40%19.25%
2018
-11.26%-16.07%
2017
37.98%34.17%
2016
-4.81%8.47%
2015
-16.96%-13.79%
2014
4.24%-3.01%
2013
-2.64%-0.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-2.24%N/AN/AN/A
20239.25%0.57%-4.37%12.11%
2022-16.36%-24.73%-5.34%5.27%
20210.37%12.82%7.22%-0.01%
2020-23.37%35.11%11.29%29.07%
201913.29%3.02%-0.52%10.58%
20181.88%-1.05%-6.38%-5.97%
201714.67%10.22%3.41%5.57%
20162.23%3.33%3.56%-12.98%
2015-0.49%-3.04%-15.05%1.31%
20140.20%4.34%0.48%-0.77%
20132.16%-6.54%-1.13%3.13%

Rank In Category (By Total Return)

YTD90
1-Month9
3-Month42
1-Year77
3-Year63
5-Year7

Load Adjusted Returns

1-Year10.10%
3-Year-6.48%
5-Year9.17%
10-Year5.26%