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Wasatch International Opps Inv (WAIOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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2.9600+0.0300 (+1.02%)
At close: 06:26PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-6.09%
5-year average return0.96%
Number of years up13
Number of years down5
Best 1-yr total return (21 Apr 2024)75.04%
Worst 1-yr total return (21 Apr 2024)N/A
Best 3-yr total return75.04%
Worst 3-yr total return-11.58%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWAIOXCategory
YTD-0.96%7.70%
1-month0.00%0.28%
3-month-0.96%7.17%
1-year7.67%42.00%
3-year-11.24%13.14%
5-year2.47%14.91%
10-year4.80%9.64%
Last bull market21.18%19.05%
Last bear market-22.25%-21.47%

Annual total return (%) history

Year
WAIOXCategory
2024
N/AN/A
2023
10.64%N/A
2022
-36.63%N/A
2021
-1.42%N/A
2020
41.71%28.40%
2019
32.18%27.78%
2018
-14.66%-18.34%
2017
27.59%36.19%
2016
4.29%-2.98%
2015
9.45%7.05%
2014
3.07%-5.40%
2013
19.33%26.61%
2012
31.79%22.20%
2011
-16.01%-14.72%
2010
26.10%23.04%
2009
75.04%49.24%
2008
-54.74%-49.02%
2007
15.17%12.03%
2006
31.50%26.79%
2005
N/A24.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.96%N/AN/AN/A
20231.77%-1.05%-4.23%14.71%
2022-22.25%-22.25%-6.69%12.35%
2021-2.12%4.34%-0.57%-2.92%
2020-18.77%32.67%15.42%13.92%
201913.49%8.23%-0.28%7.91%
20181.72%0.28%0.85%-17.04%
20177.19%7.99%2.66%7.36%
20162.14%1.40%10.69%-9.03%
20155.22%3.19%-5.84%7.05%
20142.77%4.04%0.00%-3.60%
201311.28%-2.80%5.76%4.31%
201216.92%-3.07%9.05%6.64%
20112.27%-1.11%-16.10%-1.02%
20106.05%-6.14%20.09%5.49%
2009-7.26%44.35%18.67%10.18%
2008-16.00%-4.33%-27.60%-22.20%
200712.46%13.17%-3.70%-6.03%
200615.42%-2.17%0.00%16.46%
20050.00%11.17%9.59%N/A

Rank in category (by total return)

YTD79
1-month90
3-month79
1-year48
3-year98
5-year88

Load adjusted returns

1-year7.67%
3-year-11.24%
5-year2.47%
10-year4.80%