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Wasatch Micro Cap (WMICX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.16+0.02 (+0.28%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.68%
5-year average return8.16%
Number of years up23
Number of years down5
Best 1-yr total return (2 May 2024)64.71%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return64.71%
Worst 3-yr total return-8.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWMICXCategory
YTD3.65%12.40%
1-month-6.46%3.37%
3-month5.66%4.88%
1-year19.97%55.69%
3-year-11.40%19.34%
5-year8.27%20.72%
10-year11.59%13.98%
Last bull market37.32%27.85%
Last bear market-21.71%-24.06%

Annual total return (%) history

Year
WMICXCategory
2024
N/AN/A
2023
22.58%N/A
2022
-40.64%N/A
2021
5.26%N/A
2020
64.71%38.62%
2019
42.23%27.68%
2018
2.57%-5.76%
2017
36.06%21.50%
2016
7.79%11.20%
2015
-1.12%-2.41%
2014
0.17%2.44%
2013
44.70%40.91%
2012
11.85%13.15%
2011
-6.39%-3.55%
2010
29.76%26.98%
2009
44.37%35.46%
2008
-49.29%-41.55%
2007
2.23%7.59%
2006
17.05%10.81%
2005
11.02%6.02%
2004
12.70%12.41%
2003
49.84%45.54%
2002
-14.17%-27.88%
2001
49.99%-8.91%
2000
37.53%-3.85%
1999
32.86%64.77%
1998
18.98%5.23%
1997
35.32%17.41%
1996
13.66%18.67%
1995
N/A36.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.82%N/AN/AN/A
202310.93%6.46%-7.89%12.69%
2022-19.15%-21.71%-3.87%-2.45%
202110.95%3.11%-7.58%-0.44%
2020-24.80%48.69%12.21%31.29%
201918.86%7.16%-2.36%14.36%
20185.37%13.17%8.23%-20.52%
20177.26%8.93%8.86%6.96%
2016-5.03%6.42%8.45%-1.66%
20156.87%-0.48%-12.18%5.87%
20140.25%-0.37%-8.57%9.70%
201311.13%6.62%12.42%8.63%
201213.86%-2.12%2.88%-2.45%
20116.58%-2.12%-20.72%13.18%
20107.32%-8.64%10.45%19.82%
2009-7.39%27.00%16.47%5.40%
2008-16.55%-1.28%-10.58%-31.16%
20073.01%7.89%-2.57%-5.59%
200612.42%-5.31%0.30%9.63%
2005-2.45%7.69%3.98%1.64%
20045.25%1.44%-8.80%15.73%
2003-4.37%27.44%8.89%12.92%
20021.82%-7.73%-19.32%13.25%
20010.82%25.10%-8.58%30.08%
200012.94%11.83%7.93%0.88%
1999-8.52%17.81%2.56%20.21%
199817.55%2.94%-21.10%24.61%
1997-6.60%27.56%18.84%-4.43%
19964.95%9.09%-2.78%2.12%
199525.93%4.04%N/AN/A

Rank in category (by total return)

YTD18
1-month49
3-month14
1-year13
3-year87
5-year29

Load adjusted returns

1-year19.97%
3-year-11.40%
5-year8.27%
10-year11.59%