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Wasatch Small Cap Growth Investor (WAAEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.61+0.10 (+0.28%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.60%
5-year average return5.52%
Number of years up30
Number of years down7
Best 1-yr total return (28 Apr 2024)54.48%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return54.48%
Worst 3-yr total return-7.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWAAEXCategory
YTD4.03%12.40%
1-month1.24%3.37%
3-month4.03%4.88%
1-year17.36%55.69%
3-year-7.78%19.34%
5-year7.96%20.72%
10-year8.97%13.98%
Last bull market43.94%27.85%
Last bear market-25.07%-24.06%

Annual total return (%) history

Year
WAAEXCategory
2024
N/AN/A
2023
21.24%N/A
2022
-40.26%N/A
2021
8.32%N/A
2020
54.48%38.62%
2019
40.15%27.68%
2018
3.50%-5.76%
2017
21.73%21.50%
2016
4.82%11.20%
2015
-0.55%-2.41%
2014
2.61%2.44%
2013
31.17%40.91%
2012
16.95%13.15%
2011
-0.06%-3.55%
2010
28.92%26.98%
2009
48.74%35.46%
2008
-41.66%-41.55%
2007
8.36%7.59%
2006
8.40%10.81%
2005
5.14%6.02%
2004
13.36%12.41%
2003
37.43%45.54%
2002
-23.39%-27.88%
2001
24.17%-8.91%
2000
16.80%-3.85%
1999
40.87%64.77%
1998
11.17%5.23%
1997
19.23%17.41%
1996
5.20%18.67%
1995
28.12%36.15%
1994
5.50%-0.52%
1993
22.49%17.36%
1992
4.73%10.95%
1991
50.42%57.25%
1990
7.88%-9.84%
1989
32.04%26.27%
1988
-1.45%18.22%
1987
-4.88%-3.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.03%N/AN/AN/A
20237.47%6.08%-5.11%12.08%
2022-18.17%-25.07%-4.73%2.26%
20214.08%6.32%-0.70%-1.42%
2020-23.55%40.46%10.94%29.67%
201920.49%8.81%-4.44%11.86%
20187.86%6.97%10.53%-18.85%
20175.35%4.25%4.65%5.92%
2016-4.36%1.44%8.64%-0.55%
20157.58%-0.53%-12.44%6.14%
20140.88%-0.96%-4.14%7.14%
20139.11%3.93%9.59%5.56%
201214.20%-2.66%4.31%0.87%
20116.53%1.16%-16.91%11.61%
20105.25%-7.94%15.33%15.36%
2009-3.06%25.04%14.50%7.17%
2008-16.18%-2.96%-7.99%-22.04%
20071.30%5.30%1.93%-0.34%
20068.80%-8.01%0.71%7.55%
2005-2.69%6.74%0.60%0.60%
20041.40%2.27%-5.39%15.53%
2003-5.88%25.79%5.19%10.35%
2002-4.03%-12.63%-16.42%9.32%
2001-10.89%24.93%-15.47%31.95%
20001.52%9.75%7.95%-2.89%
1999-4.75%13.80%4.46%24.40%
199811.67%-0.73%-23.76%31.55%
1997-6.96%20.32%11.31%-4.31%
19963.23%2.44%-4.24%3.89%
19955.04%11.04%12.46%-2.32%
1994-2.15%-4.98%10.09%3.07%
19933.72%3.34%9.48%4.39%
19923.69%-11.98%-0.78%15.67%
199130.56%-2.67%9.69%7.92%
19907.23%11.96%-25.48%20.57%
19897.86%9.75%11.54%0.00%
198810.78%3.10%-5.91%-8.29%
198720.32%1.00%-3.13%-19.20%

Rank in category (by total return)

YTD86
1-month86
3-month86
1-year54
3-year87
5-year63

Load adjusted returns

1-year17.36%
3-year-7.78%
5-year7.96%
10-year8.97%