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Walden SMID Cap (WASMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.79+0.01 (+0.04%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.40%
5-year average return8.27%
Number of years up8
Number of years down3
Best 1-yr total return (2 Jul 2024)30.18%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return30.18%
Worst 3-yr total return6.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWASMXCategory
YTD1.06%17.04%
1-month-0.95%-0.01%
3-month-6.63%5.47%
1-year10.95%50.44%
3-year4.07%13.15%
5-year8.65%13.75%
10-year8.94%11.35%
Last bull market28.34%25.95%
Last bear market-13.03%-22.55%

Annual total return (%) history

Year
WASMXCategory
2024
N/AN/A
2023
16.40%N/A
2022
-14.59%N/A
2021
30.08%N/A
2020
9.13%12.39%
2019
26.12%26.21%
2018
-5.59%-11.15%
2017
16.94%15.93%
2016
20.11%14.14%
2015
-2.45%-4.75%
2014
3.66%7.80%
2013
30.18%34.10%
2012
N/A16.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.24%-6.63%N/AN/A
20233.77%2.16%-3.13%13.33%
2022-7.78%-13.03%-2.85%9.61%
202110.00%5.39%0.67%11.46%
2020-25.03%18.28%4.36%17.92%
201913.96%4.24%0.11%6.06%
20180.30%3.64%5.24%-13.71%
20174.38%2.62%1.21%7.86%
20164.69%1.34%5.01%7.81%
20154.70%-0.75%-9.05%3.21%
20140.87%1.50%-5.57%7.22%
20139.71%1.99%8.27%7.46%
20125.55%1.98%N/AN/A

Rank in category (by total return)

YTD94
1-month46
3-month98
1-year70
3-year46
5-year69

Load adjusted returns

1-year10.95%
3-year4.07%
5-year8.65%
10-year8.94%