Wasatch Emerging Markets Select Fund (WAESX)

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The chart shows the growth of an initial investment of $10,000 in Wasatch Emerging Markets Select Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Wasatch Emerging Markets Select Fund (WAESX) has returned -8.40% so far this year and 3.86% over the past 12 months. Over the last ten years, WAESX has returned 6.88% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 2013, WAESX's average daily return is +0.02%, while the average monthly return is +0.45%. At this rate, your investment would double in approximately 12.9 years.

Historically, 55% of months were positive and 45% were negative. The best month was Apr 2020 with a return of +12.2%, while the worst month was Mar 2020 at -21.5%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, WAESX closed higher 51% of trading days. The best single day was Mar 24, 2020 with a return of +6.4%, while the worst single day was Mar 16, 2020 at -11.0%.

Wasatch Emerging Markets Select Fund has an annualized alpha of -3.98%, beta of 0.76, and R² of 0.49 versus S&P 500 Index. Calculated based on daily prices since January 03, 2013.

• This fund participated in 104.78% of S&P 500 Index downside but only 70.91% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.49 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

WAESX has a high expense ratio of 1.32%, indicating above-average management fees.

WAESX ranks 7 for risk / return — in the bottom 7% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.

The table below present risk-adjusted performance metrics for Wasatch Emerging Markets Select Fund (WAESX) and compare them to a chosen benchmark (S&P 500 Index).

Wasatch Emerging Markets Select Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Wasatch Emerging Markets Select Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Wasatch Emerging Markets Select Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Wasatch Emerging Markets Select Fund was 45.85%, occurring on Oct 14, 2022. The portfolio has not yet recovered.

The current Wasatch Emerging Markets Select Fund drawdown is 30.21%.

The chart below shows the rolling one-month volatility.