WAGOX
Wasatch Global Opportunities-Inv
$4.29
-0.01 (-0.23%)
Currency in USD / Last Updated: 7/9/2024
| Category | World Small & Mid |
|---|---|
| Market Cap | 195.594M |
| 52 Week High | 4.4 |
| 52 Week Low | 3.39 |
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Key Data
| Symbol | WAGOX |
|---|---|
| Type | Mutual Fund |
| Category | World Small & Mid |
| Price | 4.29 |
| Price Yesterday | 4.3 |
| Market Cap | 195.59 |
| YTD Return | -1.83% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.015 |
Overview
| 52 Week High | 4.40 |
|---|---|
| 52 Week Low | 3.39 |
| Market Cap | 195.59M |
| Shares Outstanding | 45.59M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -44.42% |
|---|---|
| Five Days | 0.00% |
| One Months | 9.25% |
| Three Months | 0.95% |
| Six Months | 4.41% |
| Nine Months | 21.20% |
| One Year | 9.73% |
| Three Years | -5.12% |
| Five Years | 8.07% |
| Ten Years | 8.86% |
| YTD | -3.52% |
| Since Inception | 14.59% |
Returns Total
| One Day | -0.23% |
|---|---|
| Five Days | 0.00% |
| One Month | 0.70% |
| Three Months | 0.23% |
| Six Months | 2.14% |
| Nine Months | 15.32% |
| One Year | 9.72% |
| Three Years | -14.51% |
| Five Years | 47.27% |
| Ten Years | 133.15% |
| YTD | -1.83% |
| Since Inception | 734.63% |
Yearly Returns
| 2024 | -1.83% |
|---|---|
| 2023 | 25.57% |
| 2022 | -34.98% |
| 2021 | 21.53% |
| 2020 | 42.20% |
| 2019 | 33.09% |
| 2018 | -7.14% |
| 2017 | 37.62% |
| 2016 | -4.36% |
| 2015 | 3.31% |
Risk against SP-DA
| Alpha | -18.11% |
|---|---|
| Beta | 0.96 |
| Correlation | 70.75% |
| Downside Deviation | 4.10% |
| Coefficient of determination | 50.06% |
| Standard Deviation | 4.38% |
| Sharpe Ratio | -1.25 |
| Sortino | -4.63 |
| Treynor | 4.52 |
| Ulcer Index | 6.08 |
| Ulcer Performance Index | -3.12 |