Nasdaq - Delayed Quote USD
Wasatch Emerging Markets Select Instl (WIESX)
17.58
+0.05
+(0.29%)
As of 8:07:22 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 48.71% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 5 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WIESX | Category Average | WIESX | Category Average | WIESX | Category Average | |
| Alpha | -5.81 | 0.02 | -0.53 | 0.01 | 0.97 | -0.01 |
| BETA | 0.96 | 0.01 | 1.1 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.25 | 0.01 | 0.92 | 0.01 | 0.59 | 0 |
| R-squared | 71.92 | 0.82 | 67.42 | 0.79 | 69.33 | 0.8 |
| Standard Deviation | 17.82 | 0.2 | 20.24 | 0.17 | 19.28 | 0.18 |
| Sharpe Ratio | -0.09 | 0.01 | 0.4 | 0.01 | 0.26 | 0 |
| Treynor Ratio | -3.41 | 0.1 | 5.94 | 0.11 | 3.1 | 0.04 |
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