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Wasatch Ultra Growth Institutional (WGMCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
36.86+0.79 (+2.19%)
As of 08:06AM EST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.66%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Nov 20, 2024)19.41%
Worst 1 Yr Total Return (Nov 20, 2024)N/A
Best 3-Yr Total Return19.41%
Worst 3-Yr Total Return-8.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWGMCXCategory
YTD8.88%12.40%
1-Month1.43%3.37%
3-Month4.17%4.88%
1-Year44.70%55.69%
3-Year-9.97%19.34%
5-Year10.05%20.72%
10-Year12.64%13.98%
Last Bull Market41.08%27.85%
Last Bear Market-25.54%-24.06%

Annual Total Return (%) History

Year
WGMCXCategory
2024
N/AN/A
2023
19.41%N/A
2022
-39.60%N/A
2021
5.68%N/A
2020
N/A38.62%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.15%-6.27%7.88%N/A
20236.89%5.61%-11.62%19.68%
2022-16.66%-25.54%-3.97%1.36%
20214.73%6.05%-2.87%-2.04%
202051.34%11.15%23.18%N/A

Rank In Category (By Total Return)

YTD64
1-Month4
3-Month9
1-Year10
3-Year89
5-Year36

Load Adjusted Returns

1-Year44.70%
3-Year-9.97%
5-Year10.05%
10-Year12.64%