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Wasatch Micro Cap Institutional (WGICX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.40+0.03 (+0.41%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.03%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (27 Jun 2024)22.54%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return22.54%
Worst 3-yr total return-8.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWGICXCategory
YTD9.05%12.40%
1-month5.36%3.37%
3-month1.22%4.88%
1-year22.26%55.69%
3-year-8.86%19.34%
5-year10.19%20.72%
10-year12.15%13.98%
Last bull market37.25%27.85%
Last bear market-21.71%-24.06%

Annual total return (%) history

Year
WGICXCategory
2024
N/AN/A
2023
22.54%N/A
2022
-40.47%N/A
2021
5.27%N/A
2020
N/A38.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.80%N/AN/AN/A
202310.73%6.46%-7.89%12.85%
2022-19.06%-21.71%-3.87%-2.27%
202110.96%3.12%-7.52%-0.52%
202048.52%12.22%31.32%N/A

Rank in category (by total return)

YTD17
1-month30
3-month33
1-year27
3-year86
5-year32

Load adjusted returns

1-year22.26%
3-year-8.86%
5-year10.19%
10-year12.15%