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Wasatch Core Growth Fund Institutional Class Shares: (MF: WIGRX)
(NASDAQ Mutual Funds) As of Aug 7, 2024 08:00 PM ET
$87.86 USD
-1.57 (-1.76%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.04 | 69 |
| 3 months | -3.28 | 49 |
| 6 months | 1.04 | 69 |
| 1 Year | 16.35 | 9 |
| 3 Year | -0.42 | 52 |
| 5 Year | 10.72 | 10 |
| 10 Year | 11.65 | 1 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 16.35 |
| 5 Year | 10.72 |
| 10 Year | 11.65 |
| Since Inception | 12.66 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 4.47 | -3.28 | NA | NA |
| 2023 | 8.91 | 6.51 | -1.74 | 17.18 |
| 2022 | -15.90 | -18.09 | -5.76 | 6.71 |
| 2021 | 5.61 | 8.63 | -0.12 | 5.74 |
| 2020 | -23.90 | 33.17 | 6.65 | 26.53 |
| 2019 | 15.41 | 7.64 | -1.27 | 8.78 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.04 | 33.57 | -30.73 | 21.17 | 36.76 | 33.42 | -3.45 | 24.48 | 10.70 | 3.97 | 6.18 |
| % Total Return Rel to Index | -14.25 | 7.33 | -12.52 | -7.51 | 18.35 | 1.93 | 0.94 | 2.68 | -1.22 | 2.58 | -7.46 |
| % Total Return Rel to Peer | -2.17 | 17.49 | -11.21 | 1.85 | 17.76 | 7.99 | 7.32 | 8.88 | -5.24 | 8.69 | 3.50 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 3.00 | 2.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.46 | 15.84 | 6.60 | 7.71 | 6.06 | 4.27 | 0.09 | 6.72 | 1.44 |
| Expense Ratio | 1.05 | 1.06 | 1.05 | 1.05 | 1.05 | 1.05 | 1.06 | 1.05 | 1.07 | 1.12 | 1.13 |
* 1 = Top 20%, 5 = Bottom 20%