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Wasatch Micro Cap Value Institutional (WGMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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3.5800+0.0300 (+0.85%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.72%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (30 Jun 2024)27.26%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return27.26%
Worst 3-yr total return0.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWGMVXCategory
YTD6.78%12.40%
1-month6.16%3.37%
3-month2.26%4.88%
1-year20.27%55.69%
3-year-4.15%19.34%
5-year11.43%20.72%
10-year11.07%13.98%
Last bull market28.72%27.85%
Last bear market-19.22%-24.06%

Annual total return (%) history

Year
WGMVXCategory
2024
N/AN/A
2023
13.38%N/A
2022
-28.98%N/A
2021
27.26%N/A
2020
N/A38.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.08%N/AN/AN/A
20234.01%2.57%-6.27%13.38%
2022-14.73%-19.22%-3.10%6.41%
202114.95%8.74%0.39%1.41%
202040.17%11.59%26.11%N/A

Rank in category (by total return)

YTD31
1-month17
3-month22
1-year37
3-year65
5-year19

Load adjusted returns

1-year20.27%
3-year-4.15%
5-year11.43%
10-year11.07%