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Wasatch Frontier Emerg Sm Countrs Inv (WAFMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.4400+0.0300 (+0.88%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.55%
5-year average return4.29%
Number of years up7
Number of years down4
Best 1-yr total return (24 Jun 2024)28.24%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return28.24%
Worst 3-yr total return-7.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWAFMXCategory
YTD7.96%8.73%
1-month3.67%1.20%
3-month3.35%5.47%
1-year21.51%41.79%
3-year-5.98%11.48%
5-year5.13%12.18%
10-year0.53%4.39%
Last bull market21.69%17.73%
Last bear market-26.10%-25.55%

Annual total return (%) history

Year
WAFMXCategory
2024
N/AN/A
2023
28.16%N/A
2022
-41.11%N/A
2021
8.60%N/A
2020
28.24%17.90%
2019
26.47%19.25%
2018
-18.49%-16.07%
2017
21.16%34.17%
2016
-11.40%8.47%
2015
-12.10%-13.79%
2014
1.69%-3.01%
2013
18.00%-0.14%
2012
N/A18.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.41%N/AN/AN/A
202312.65%4.71%-1.04%9.79%
2022-18.03%-26.10%-2.78%0.00%
20211.55%9.18%2.80%-4.73%
2020-31.23%34.30%8.27%28.24%
20199.66%8.43%-3.18%9.85%
20181.71%-13.80%-1.95%-5.18%
20173.73%8.00%1.85%6.18%
2016-2.57%-1.13%0.38%-8.37%
2015-4.52%0.68%-7.05%-1.63%
20141.93%3.79%0.91%-4.74%
20138.33%1.75%2.06%4.89%
20121.46%16.35%9.23%N/A

Rank in category (by total return)

YTD12
1-month6
3-month57
1-year14
3-year57
5-year39

Load adjusted returns

1-year21.51%
3-year-5.98%
5-year5.13%
10-year0.53%