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Wasatch Global Opportunities Fund: (MF: WAGOX)
(NASDAQ Mutual Funds) As of Aug 6, 2025 08:00 PM ET
$4.28 USD
-0.05 (-1.16%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.02 | 96 |
| 3 months | 12.15 | 42 |
| 6 months | 3.02 | 96 |
| 1 Year | 10.95 | 76 |
| 3 Year | 11.63 | 74 |
| 5 Year | 9.00 | 79 |
| 10 Year | 9.49 | 35 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 771.15 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 10.95 |
| 5 Year | 9.00 |
| 10 Year | 9.49 |
| Since Inception | 13.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.13 | 12.15 | NA | NA |
| 2024 | -0.68 | -0.23 | 10.16 | -2.24 |
| 2023 | 6.32 | 7.56 | -6.03 | 16.84 |
| 2022 | -16.27 | -22.92 | -3.96 | 4.93 |
| 2021 | 2.66 | 9.78 | 6.00 | 1.64 |
| 2020 | -25.42 | 35.24 | 11.04 | 27.09 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.02 | 6.70 | 25.57 | -34.96 | 21.43 | 42.34 | 32.98 | -7.04 | 37.80 | -4.26 | 3.39 |
| % Total Return Rel to Index | -6.73 | -12.52 | 1.16 | -15.87 | 3.26 | 28.27 | 7.78 | 3.38 | 17.68 | -9.59 | 6.15 |
| % Total Return Rel to Peer | -7.57 | -5.67 | 6.93 | -15.40 | 5.22 | 25.67 | 8.24 | 2.98 | 15.57 | -9.84 | 5.66 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.00 | 0.00 | 0.00 | 0.00 | 0.14 | 0.24 |
| Capital Gains ($) | 0.00 | 0.38 | 0.00 | 0.08 | 0.43 | 0.10 | 0.30 | 0.54 | 0.41 | 0.27 | 0.45 |
| Expense Ratio | 1.47 | 1.50 | 1.50 | 1.50 | 1.46 | 1.53 | 1.56 | 1.55 | 1.59 | 1.62 | 1.81 |
* 1 = Top 20%, 5 = Bottom 20%