Wasatch Global Opportunities Fund (WAGOX)
The investment seeks long-term growth of capital. The fund invests primarily in small and micro-cap foreign and domestic companies. It will invest its assets in the equity securities of foreign and domestic companies with market capitalizations of less than US$5 billion at the time of purchase. The fund may invest a large percentage of its assets in a few sectors, including consumer discretionary, consumer staples, financials, health care, industrials, and information technology.
Fund Info
US9367938688
936793868
Nov 16, 2008
$2,000
Mid-Cap
Growth
Expense Ratio
WAGOX has a high expense ratio of 1.50%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Wasatch Global Opportunities Fund (WAGOX) returned -1.86% year-to-date (YTD) and 9.91% over the past 12 months. Over the past 10 years, WAGOX returned 9.20% annually, underperforming the S&P 500 benchmark at 10.84%.
WAGOX
-1.86%
4.71%
-7.63%
9.91%
6.01%
8.65%
9.20%
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of WAGOX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.81% | -6.37% | -7.28% | 1.52% | 5.24% | -1.86% | |||||||
| 2024 | -5.49% | 5.57% | -0.46% | -7.14% | 4.22% | 3.09% | 3.47% | 3.12% | 3.25% | -2.51% | 6.67% | -6.07% | 6.62% |
| 2023 | 11.21% | -2.58% | -1.86% | -0.54% | 0.00% | 8.15% | 1.76% | -2.96% | -4.84% | -8.29% | 14.28% | 11.48% | 25.57% |
| 2022 | -14.26% | -2.35% | 0.00% | -11.14% | -4.42% | -9.26% | 9.63% | -2.33% | -10.32% | 4.13% | 7.36% | -6.21% | -35.02% |
| 2021 | 0.00% | 4.71% | -1.96% | 5.19% | 0.38% | 3.97% | 1.64% | 5.01% | -0.68% | 4.29% | -3.29% | 0.76% | 21.41% |
| 2020 | 0.57% | -7.10% | -20.18% | 16.09% | 12.54% | 3.52% | 5.38% | 5.38% | 0.00% | 3.57% | 13.55% | 8.02% | 42.28% |
| 2019 | 9.09% | 6.41% | 0.61% | 5.99% | -3.11% | 4.96% | -0.56% | -2.79% | -0.57% | 2.60% | 4.51% | 2.60% | 33.09% |
| 2018 | 5.45% | -1.03% | 1.57% | -2.31% | 3.16% | 0.76% | 1.77% | 4.23% | -2.39% | -11.73% | 4.98% | -10.33% | -7.40% |
| 2017 | 6.42% | 1.91% | 3.11% | 3.93% | 2.61% | 1.70% | 2.23% | -1.09% | 3.58% | 1.60% | 4.97% | 1.66% | 37.73% |
| 2016 | -9.46% | -2.94% | 7.74% | 0.32% | 2.49% | -1.22% | 6.15% | -0.29% | 2.33% | -4.26% | -2.38% | -1.85% | -4.47% |
| 2015 | 0.00% | 5.39% | -1.28% | -2.07% | 0.26% | 3.43% | 0.26% | -7.38% | -3.57% | 5.70% | 2.96% | 0.51% | 3.48% |
| 2014 | -3.43% | 3.79% | -2.29% | -3.27% | 2.66% | 3.06% | -1.83% | 3.72% | -4.04% | 2.81% | 0.23% | -1.41% | -0.51% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WAGOX is 31, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wasatch Global Opportunities Fund (WAGOX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Wasatch Global Opportunities Fund provided a 9.00% dividend yield over the last twelve months, with an annual payout of $0.38 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.38 | $0.38 | $0.00 | $0.08 | $0.44 | $0.10 | $0.30 | $0.54 | $0.41 | $0.27 | $0.46 | $0.64 |
Dividend yield | 9.00% | 8.84% | 0.00% | 2.30% | 7.97% | 1.97% | 8.63% | 18.78% | 11.04% | 9.12% | 13.52% | 17.20% |
Monthly Dividends
The table displays the monthly dividend distributions for Wasatch Global Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.38 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.54 | $0.54 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.41 | $0.41 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2014 | $0.64 | $0.64 |
Drawdowns
Drawdowns Chart
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Wasatch Global Opportunities 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 Global Opportunities Fund was 44.06%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current Wasatch Global Opportunities Fund drawdown is 20.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -44.06% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -37.5% | Feb 18, 2020 | 25 | Mar 23, 2020 | 82 | Jul 20, 2020 | 107 |
| -24.36% | May 2, 2011 | 108 | Oct 3, 2011 | 290 | Nov 29, 2012 | 398 |
| -23.8% | Sep 5, 2018 | 77 | Dec 24, 2018 | 85 | Apr 29, 2019 | 162 |
| -20.97% | Jun 24, 2015 | 161 | Feb 11, 2016 | 144 | Sep 7, 2016 | 305 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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