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Wasatch Core Growth Fund: (MF: WGROX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$89.94 USD
+1.18 (1.33%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.99 | 69 |
| 3 months | -3.31 | 50 |
| 6 months | 0.99 | 69 |
| 1 Year | 16.23 | 10 |
| 3 Year | -0.54 | 54 |
| 5 Year | 10.58 | 11 |
| 10 Year | 11.51 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 116.60 |
| Bear Market (10/07 - 2/09) | -55.09 |
| Bull Market (2/09 - 3/21) | 949.90 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 16.23 |
| 5 Year | 10.58 |
| 10 Year | 11.51 |
| Since Inception | 12.06 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 4.46 | -3.31 | NA | NA |
| 2023 | 8.89 | 6.47 | -1.76 | 17.14 |
| 2022 | -15.92 | -18.13 | -5.81 | 6.68 |
| 2021 | 5.58 | 8.60 | -0.15 | 5.72 |
| 2020 | -23.92 | 33.11 | 6.60 | 26.50 |
| 2019 | 15.37 | 7.60 | -1.30 | 8.76 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.99 | 33.43 | -30.83 | 21.04 | 36.57 | 33.25 | -3.57 | 24.29 | 10.54 | 3.91 | 6.10 |
| % Total Return Rel to Index | -14.30 | 7.18 | -12.63 | -7.64 | 18.16 | 1.76 | 0.81 | 2.50 | -1.39 | 2.52 | -7.54 |
| % Total Return Rel to Peer | -2.22 | 17.35 | -11.32 | 1.72 | 17.57 | 7.82 | 7.19 | 8.70 | -5.40 | 8.63 | 3.42 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 3.00 | 2.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.46 | 15.84 | 6.60 | 7.71 | 6.06 | 4.27 | 0.09 | 6.72 | 1.44 |
| Expense Ratio | 1.17 | 1.17 | 1.19 | 1.17 | 1.19 | 1.19 | 1.18 | 1.21 | 1.21 | 1.17 | 1.18 |
* 1 = Top 20%, 5 = Bottom 20%