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Wasatch Core Growth Institutional (WIGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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88.73+1.21 (+1.38%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.88%
5-year average return11.97%
Number of years up9
Number of years down2
Best 1-yr total return (30 May 2024)36.76%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return36.76%
Worst 3-yr total return3.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWIGRXCategory
YTD-4.35%12.40%
1-month-8.45%3.37%
3-month-1.23%4.88%
1-year20.17%55.69%
3-year-1.77%19.34%
5-year9.57%20.72%
10-year11.50%13.98%
Last bull market31.25%27.85%
Last bear market-18.10%-24.06%

Annual total return (%) history

Year
WIGRXCategory
2024
N/AN/A
2023
33.58%N/A
2022
-30.74%N/A
2021
21.17%N/A
2020
36.76%38.62%
2019
33.43%27.68%
2018
-3.46%-5.76%
2017
24.47%21.50%
2016
10.71%11.20%
2015
3.98%-2.41%
2014
6.18%2.44%
2013
30.27%40.91%
2012
N/A13.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.48%N/AN/AN/A
20238.91%6.51%-1.74%17.19%
2022-15.90%-18.10%-5.76%6.71%
20215.61%8.63%-0.12%5.74%
2020-23.91%33.17%6.65%26.53%
201915.41%7.64%-1.27%8.79%
20184.16%6.67%6.80%-18.64%
20174.24%4.86%5.72%7.72%
2016-3.16%2.10%8.86%2.87%
20157.31%2.43%-8.14%2.97%
2014-1.08%1.95%-4.17%9.87%
20137.60%5.04%7.81%6.90%
2012-1.84%5.15%4.10%N/A

Rank in category (by total return)

YTD92
1-month91
3-month91
1-year12
3-year24
5-year16

Load adjusted returns

1-year20.17%
3-year-1.77%
5-year9.57%
10-year11.50%