Nasdaq - Delayed Quote USD

Wasatch Emerging Markets Select Investor (WAESX)

17.25 +0.01 (+0.06%)
As of 8:06 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.55%
5y Average Return 7.91%
Number of Years Up 6
Number of Years Down 5
Best 1Y Total Return (Nov 21, 2024) 48.36%
Worst 1Y Total Return (Nov 21, 2024) --
Best 3Y Total Return 48.36%
Worst 3Y Total Return -6.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WAESX
Category
YTD
7.88%
8.73%
1-Month
-2.04%
1.20%
3-Month
8.40%
5.47%
1-Year
26.33%
41.79%
3-Year
-8.13%
11.48%
5-Year
8.57%
12.18%
10-Year
5.38%
4.39%
Last Bull Market
14.48%
17.73%
Last Bear Market
-24.80%
-25.55%

Annual Total Return (%) History

Year
WAESX
Category
2024
--
--
2023
17.52%
--
2022
-37.38%
--
2021
21.33%
--
2020
48.36%
17.90%
2019
28.05%
19.25%
2018
-11.50%
-16.07%
2017
37.66%
34.17%

2016
-5.09%
8.47%
2015
-17.16%
-13.79%
2014
4.01%
-3.01%
2013
-3.27%
-0.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -2.24% 4.22% 8.09% --
2023 9.19% 0.52% -4.41% 12.02%
2022 -16.37% -24.80% -5.39% 5.25%
2021 0.32% 12.78% 7.19% 0.04%
2020 -23.42% 34.97% 11.29% 28.98%
2019 13.20% 2.98% -0.61% 10.51%
2018 1.81% -1.16% -6.39% -6.06%
2017 14.71% 10.11% 3.26% 5.54%
2016 2.13% 3.36% 3.48% -13.11%
2015 -0.59% -2.96% -15.14% 1.20%

2014 0.10% 4.37% 0.39% -0.82%
2013 2.06% -6.54% -1.54% 3.00%

Rank in Category (By Total Return)

YTD 67
1-Month 7
3-Month 3
1-Year 23
3-Year 94
5-Year 7

Load Adjusted Returns

1-Year 26.33%
3-Year -8.13%
5-Year 8.57%
10-Year 5.38%

Performance & Risk

YTD Return 4.55%
5y Average Return 7.91%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Diversified Emerging Mkts
Fund Family Wasatch
Net Assets 440.2M
YTD Return 7.88%
Yield 0.00%
Morningstar Rating
Inception Date Dec 13, 2012

Fund Summary

The fund invests primarily in companies of all market capitalizations that are tied economically to emerging market countries. It will invest at least 80% of its net assets (plus borrowings for investment purposes) in the equity securities of companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors. These sectors were health care, industrials, consumer discretionary, information technology, and financials. It is non-diversified.

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