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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.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
4.72%
5-year average return
0.00%
Number of years up
2
Number of years down
1
Best 1-yr total return (30 Jun 2024)
27.26%
Worst 1-yr total return (30 Jun 2024)
N/A
Best 3-yr total return
27.26%
Worst 3-yr total return
0.82%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
WGMVX
Category
YTD
6.78%
12.40%
1-month
6.16%
3.37%
3-month
2.26%
4.88%
1-year
20.27%
55.69%
3-year
-4.15%
19.34%
5-year
11.43%
20.72%
10-year
11.07%
13.98%
Last bull market
28.72%
27.85%
Last bear market
-19.22%
-24.06%
Annual total return (%) history
Year
WGMVX
Category
2024
N/A
N/A
2023
13.38%
N/A
2022
-28.98%
N/A
2021
27.26%
N/A
2020
N/A
38.62%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.08%
N/A
N/A
N/A
2023
4.01%
2.57%
-6.27%
13.38%
2022
-14.73%
-19.22%
-3.10%
6.41%
2021
14.95%
8.74%
0.39%
1.41%
2020
40.17%
11.59%
26.11%
N/A
Rank in category (by total return)
YTD
31
1-month
17
3-month
22
1-year
37
3-year
65
5-year
19
Load adjusted returns
1-year
20.27%
3-year
-4.15%
5-year
11.43%
10-year
11.07%
Data disclaimer
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