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Wasatch World Innovators Institutional (WIGTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.870.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.02%
5-year average return-0.00%
Number of years up4
Number of years down3
Best 1-yr total return (23 Apr 2024)68.33%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return68.33%
Worst 3-yr total return-16.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWIGTXCategory
YTD-3.03%7.70%
1-month-0.45%0.28%
3-month-3.03%7.17%
1-year-3.10%42.00%
3-year-16.63%13.14%
5-year0.75%14.91%
10-year3.66%9.64%
Last bull market16.01%19.05%
Last bear market-24.23%-21.47%

Annual total return (%) history

Year
WIGTXCategory
2024
N/AN/A
2023
5.61%N/A
2022
-36.95%N/A
2021
-12.50%N/A
2020
68.33%28.40%
2019
20.60%27.78%
2018
-10.15%-18.34%
2017
33.35%36.19%
2016
N/A-2.98%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-3.03%N/AN/AN/A
20235.69%-4.42%-5.56%10.70%
2022-18.67%-24.23%-15.31%20.81%
2021-2.48%4.37%-6.95%-7.61%
2020-24.10%48.06%24.26%20.54%
201910.52%2.52%-3.11%9.86%
20181.91%-2.28%6.40%-15.20%
20176.45%9.09%5.78%8.56%
2016-1.26%7.32%-0.23%N/A

Rank in category (by total return)

YTD91
1-month98
3-month91
1-year99
3-year99
5-year99

Load adjusted returns

1-year-3.10%
3-year-16.63%
5-year0.75%
10-year3.66%