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Wasatch Global Opportunities Fund Instl Cl: (MF: WIGOX)
(NASDAQ Mutual Funds) As of Aug 11, 2025 08:00 PM ET
$4.33 USD
-0.02 (-0.46%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.21 | 96 |
| 3 months | 12.21 | 41 |
| 6 months | 3.21 | 96 |
| 1 Year | 11.30 | 73 |
| 3 Year | 11.86 | 73 |
| 5 Year | 9.19 | 77 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 11.30 |
| 5 Year | 9.19 |
| 10 Year | NA |
| Since Inception | 12.15 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -8.02 | 12.21 | NA | NA |
| 2024 | -0.67 | -0.22 | 10.27 | -2.20 |
| 2023 | 6.55 | 7.48 | -5.97 | 16.93 |
| 2022 | -16.15 | -22.94 | -3.93 | 4.88 |
| 2021 | 2.43 | 9.92 | 6.13 | 1.52 |
| 2020 | -25.56 | 35.49 | 10.98 | 27.46 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.21 | 6.86 | 25.92 | -34.89 | 21.33 | 42.67 | 33.25 | -6.85 | 38.09 |
| % Total Return Rel to Index | -6.54 | -12.36 | 1.51 | -15.80 | 3.17 | 28.60 | 8.04 | 3.56 | 17.98 |
| % Total Return Rel to Peer | -7.38 | -5.51 | 7.28 | -15.33 | 5.13 | 26.00 | 8.50 | 3.17 | 15.86 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 1.00 | 1.00 | 1.00 | 2.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.38 | 0.00 | 0.08 | 0.43 | 0.10 | 0.30 | 0.53 | 0.40 |
| Expense Ratio | 1.35 | 1.35 | 1.36 | 1.35 | 1.35 | 1.35 | 1.35 | 1.36 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%