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Wasatch World Innovators Investor (WAGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.30-0.26 (-2.07%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-6.82%
5-year average return-0.48%
Number of years up16
Number of years down7
Best 1-yr total return (18 Apr 2024)67.92%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return67.92%
Worst 3-yr total return-16.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWAGTXCategory
YTD-2.95%7.70%
1-month-0.31%0.28%
3-month-2.95%7.17%
1-year-3.17%42.00%
3-year-16.75%13.14%
5-year0.58%14.91%
10-year3.49%9.64%
Last bull market15.81%19.05%
Last bear market-24.30%-21.47%

Annual total return (%) history

Year
WAGTXCategory
2024
N/AN/A
2023
5.43%N/A
2022
-37.05%N/A
2021
-12.72%N/A
2020
67.92%28.40%
2019
20.42%27.78%
2018
-10.35%-18.34%
2017
32.96%36.19%
2016
2.31%-2.98%
2015
6.20%7.05%
2014
-3.68%-5.40%
2013
33.70%26.61%
2012
18.04%22.20%
2011
4.53%-14.72%
2010
24.46%23.04%
2009
67.48%49.24%
2008
-52.75%-49.02%
2007
13.17%12.03%
2006
15.95%26.79%
2005
16.43%24.86%
2004
-4.05%24.38%
2003
48.04%54.17%
2002
-27.80%-15.43%
2001
12.35%-24.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-2.95%N/AN/AN/A
20235.67%-4.54%-5.54%10.65%
2022-18.70%-24.30%-15.28%20.73%
2021-2.56%4.34%-7.00%-7.68%
2020-24.18%48.00%24.21%20.49%
201910.43%2.49%-3.15%9.87%
20181.87%-2.34%6.36%-15.27%
20176.36%9.02%5.72%8.47%
2016-3.03%-1.31%7.21%-0.28%
20152.93%3.28%-5.92%6.20%
20140.64%-0.55%-4.07%0.32%
20138.42%5.73%9.04%6.96%
201215.17%-3.32%6.18%-0.16%
20116.60%3.75%-11.39%6.66%
20106.47%-6.70%13.94%9.96%
20093.74%27.41%16.68%8.59%
2008-22.74%3.65%-15.63%-30.07%
20072.64%12.45%3.63%-5.38%
200613.20%-7.93%1.09%10.05%
2005-3.18%4.98%9.91%4.23%
2004-0.74%-1.33%-14.42%14.48%
2003-10.88%28.94%14.26%12.76%
2002-4.68%-24.91%-21.33%28.21%
2001-22.35%36.80%-26.62%44.15%

Rank in category (by total return)

YTD90
1-month96
3-month90
1-year100
3-year100
5-year100

Load adjusted returns

1-year-3.17%
3-year-16.75%
5-year0.58%
10-year3.49%