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Wasatch Emerging Markets Select Instl (WIESX)
17.58
+0.05
+(0.29%)
As of 8:07:22 AM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.66% |
| 5y Average Return | 10.66% |
| Number of Years Up | 7 |
| Number of Years Down | 5 |
| Best 1Y Total Return (May 5, 2025) | 48.71% |
| Worst 1Y Total Return (May 5, 2025) | -- |
| Best 3Y Total Return | 48.71% |
| Worst 3Y Total Return | -9.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WIESX
Category
- YTD
- 0.94%
- 8.73%
- 1-Month
- 3.51%
- 1.20%
- 3-Month
- -2.06%
- 5.47%
- 1-Year
- 4.65%
- 41.79%
- 3-Year
- 1.44%
- 11.48%
- 5-Year
- 9.40%
- 12.18%
- 10-Year
- 5.35%
- 4.39%
- Last Bull Market
- 8.13%
- 17.73%
- Last Bear Market
- -24.73%
- -25.55%
Annual Total Return (%) History
Year
WIESX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -2.48% | -- | -- | -- |
| 2024 | -2.24% | 4.29% | 8.22% | -9.26% |
| 2023 | 9.25% | 0.57% | -4.37% | 12.11% |
| 2022 | -16.36% | -24.73% | -5.34% | 5.27% |
| 2021 | 0.37% | 12.82% | 7.22% | -0.01% |
| 2020 | -23.37% | 35.11% | 11.29% | 29.07% |
| 2019 | 13.29% | 3.02% | -0.52% | 10.58% |
| 2018 | 1.88% | -1.05% | -6.38% | -5.97% |
| 2017 | 14.67% | 10.22% | 3.41% | 5.57% |
| 2016 | 2.23% | 3.33% | 3.56% | -12.98% |
| 2015 | -0.49% | -3.04% | -15.05% | 1.31% |
| 2014 | 0.20% | 4.34% | 0.48% | -0.77% |
| 2013 | 2.16% | -6.54% | -1.13% | 3.13% |
Rank in Category (By Total Return)
| YTD | 84 |
| 1-Month | 10 |
| 3-Month | 96 |
| 1-Year | 70 |
| 3-Year | 89 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 4.65% |
| 3-Year | 1.44% |
| 5-Year | 9.40% |
| 10-Year | 5.35% |
Performance & Risk
| YTD Return | 3.66% |
| 5y Average Return | 10.66% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Diversified Emerging Mkts |
| Fund Family | Wasatch |
| Net Assets | 386.6M |
| YTD Return | 0.94% |
| 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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