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Wasatch Global Opportunities Fund: (MF: WAGOX)
(NASDAQ Mutual Funds) As of Oct 1, 2024 08:00 PM ET
$4.75 USD
-0.02 (-0.42%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.72 | 92 |
| 3 months | 10.00 | 1 |
| 6 months | 5.96 | 82 |
| 1 Year | 17.56 | 67 |
| 3 Year | -4.48 | 93 |
| 5 Year | 10.28 | 51 |
| 10 Year | 9.40 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 737.77 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 8.79 |
| 5 Year | 8.12 |
| 10 Year | 8.88 |
| Since Inception | 13.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | -0.68 | -0.23 | NA | NA |
| 2023 | 6.32 | 7.56 | -6.03 | 16.84 |
| 2022 | -16.27 | -22.92 | -3.96 | 4.93 |
| 2021 | 2.66 | 9.78 | 6.00 | 1.64 |
| 2020 | -25.42 | 35.24 | 11.04 | 27.09 |
| 2019 | 16.78 | 7.78 | -3.88 | 9.92 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.72 | 25.57 | -34.96 | 21.43 | 42.34 | 32.98 | -7.04 | 37.80 | -4.26 | 3.39 | -0.43 |
| % Total Return Rel to Index | -11.38 | 1.16 | -15.87 | 3.26 | 28.27 | 7.78 | 3.38 | 17.68 | -9.59 | 6.15 | -3.36 |
| % Total Return Rel to Peer | -7.44 | 6.93 | -15.40 | 5.22 | 25.67 | 8.24 | 2.98 | 15.57 | -9.84 | 5.66 | -2.31 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 1.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.24 | 0.24 |
| Capital Gains ($) | 0.00 | 0.00 | 0.08 | 0.43 | 0.10 | 0.30 | 0.54 | 0.41 | 0.27 | 0.45 | 0.63 |
| Expense Ratio | 1.51 | 1.50 | 1.50 | 1.46 | 1.53 | 1.56 | 1.55 | 1.59 | 1.62 | 1.81 | 1.78 |
* 1 = Top 20%, 5 = Bottom 20%