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Wasatch Global Select Investor (WAGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.65+0.07 (+0.60%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.00%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (2 Jul 2024)34.68%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return34.68%
Worst 3-yr total return-2.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWAGSXCategory
YTD-3.58%9.95%
1-month-0.86%2.98%
3-month-4.06%8.22%
1-year6.34%40.81%
3-year-5.35%19.17%
5-year0.00%18.49%
10-year0.00%11.83%
Last bull market23.16%21.12%
Last bear market-21.58%-20.34%

Annual total return (%) history

Year
WAGSXCategory
2024
N/AN/A
2023
27.77%N/A
2022
-33.10%N/A
2021
8.04%N/A
2020
34.68%32.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.50%-4.06%N/AN/A
20239.68%5.63%-5.79%17.06%
2022-16.87%-21.58%-4.91%7.92%
2021-5.57%11.23%2.46%0.40%
2020-17.82%27.70%9.76%16.93%

Rank in category (by total return)

YTD98
1-month92
3-month95
1-year90
3-year90
5-yearN/A

Load adjusted returns

1-year6.34%
3-year-5.35%
5-yearN/A
10-yearN/A