Nasdaq - Delayed Quote USD
Wasatch Frontier Emerg Sm Countrs Instl (WIFMX)
3.7400
-0.0100
(-0.27%)
At close: 8:02:21 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.25% |
| 5y Average Return | 10.42% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 5, 2025) | 28.71% |
| Worst 1Y Total Return (May 5, 2025) | -- |
| Best 3Y Total Return | 28.71% |
| Worst 3Y Total Return | -6.10% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WIFMX
Category
- YTD
- 0.28%
- 8.73%
- 1-Month
- -2.75%
- 1.20%
- 3-Month
- 0.28%
- 5.47%
- 1-Year
- 5.70%
- 41.79%
- 3-Year
- 0.97%
- 11.48%
- 5-Year
- 11.45%
- 12.18%
- 10-Year
- 1.94%
- 4.39%
- Last Bull Market
- 9.28%
- 17.73%
- Last Bear Market
- -26.30%
- -25.55%
Annual Total Return (%) History
Year
WIFMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.28% | -- | -- | -- |
| 2024 | 5.31% | 4.15% | 9.12% | -7.26% |
| 2023 | 12.85% | 4.63% | -1.02% | 9.97% |
| 2022 | -17.81% | -26.30% | -2.75% | 0.40% |
| 2021 | 1.54% | 9.34% | 3.00% | -4.76% |
| 2020 | -31.02% | 34.45% | 8.54% | 27.87% |
| 2019 | 10.04% | 8.37% | -3.16% | 9.78% |
| 2018 | 1.70% | -13.71% | -1.94% | -5.53% |
| 2017 | 3.72% | 7.97% | 1.85% | 6.52% |
| 2016 | -1.50% | 0.76% | -8.33% | -- |
Rank in Category (By Total Return)
| YTD | 74 |
| 1-Month | 99 |
| 3-Month | 74 |
| 1-Year | 52 |
| 3-Year | 65 |
| 5-Year | 21 |
Load Adjusted Returns
| 1-Year | 5.70% |
| 3-Year | 0.97% |
| 5-Year | 11.45% |
| 10-Year | 1.94% |
Performance & Risk
| YTD Return | 6.25% |
| 5y Average Return | 10.42% |
| Rank in Category (ytd) | 74 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.89 |
| Morningstar Risk Rating |
Fund Overview
| Category | Diversified Emerging Mkts |
| Fund Family | Wasatch |
| Net Assets | 34.8M |
| YTD Return | 0.28% |
| Yield | 0.94% |
| Morningstar Rating | |
| Inception Date | Feb 01, 2016 |
Fund Summary
The fund invests primarily in the equity securities of companies of all market capitalizations that are tied economically to frontier markets and small emerging market countries. It will invest at least 80% of its assets in the equity securities of companies that are tied economically to frontier markets and small emerging market countries. The fund may invest a large percentage of its assets in a few sectors. These sectors were financials, information technology, industrials, consumer discretionary, and consumer staples. It is non-diversified.
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