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 higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wasatch Global Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Wasatch Global Opportunities Fund had a return of 3.95% year-to-date (YTD) and 4.68% in the last 12 months. Over the past 10 years, Wasatch Global Opportunities Fund had an annualized return of 1.45%, while the S&P 500 had an annualized return of 11.26%, indicating that Wasatch Global Opportunities Fund did not perform as well as the benchmark.
WAGOX
3.95%
-0.67%
-1.54%
4.68%
4.33%
1.45%
^GSPC (Benchmark)
4.01%
1.13%
9.82%
22.80%
12.93%
11.26%
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% | 3.95% | |||||||||||
| 2024 | -5.49% | 5.57% | -0.46% | -7.14% | 4.22% | 3.10% | 3.46% | 3.12% | 3.25% | -2.52% | 6.67% | -13.31% | -1.60% |
| 2023 | 11.21% | -2.58% | -1.86% | -0.54% | -0.00% | 8.15% | 1.76% | -2.96% | -4.83% | -8.29% | 14.29% | 11.48% | 25.57% |
| 2022 | -14.26% | -2.35% | 0.00% | -11.14% | -4.42% | -9.25% | 9.63% | -2.33% | -10.32% | 4.13% | 7.37% | -8.18% | -36.38% |
| 2021 | 0.00% | 4.71% | -1.96% | 5.19% | 0.38% | 3.97% | 1.64% | 5.01% | -0.68% | 4.29% | -3.29% | -6.92% | 12.15% |
| 2020 | 0.57% | -7.10% | -20.18% | 16.09% | 12.54% | 3.52% | 5.38% | 5.38% | -0.00% | 3.57% | 13.55% | 5.86% | 39.43% |
| 2019 | 9.09% | 6.41% | 0.60% | 5.99% | -3.11% | 4.96% | -0.56% | -2.79% | -0.58% | 2.60% | 4.51% | -5.66% | 22.38% |
| 2018 | 5.45% | -1.03% | 1.56% | -2.31% | 3.16% | 0.77% | 1.77% | 4.23% | -2.39% | -11.73% | 4.99% | -24.54% | -22.07% |
| 2017 | 6.42% | 1.91% | 3.12% | 3.93% | 2.61% | 1.70% | 2.23% | -1.09% | 3.58% | 1.60% | 4.97% | -8.48% | 23.99% |
| 2016 | -9.47% | -2.94% | 7.74% | 0.31% | 2.49% | -1.22% | 6.15% | -0.29% | 2.32% | -4.26% | -2.37% | -9.89% | -12.29% |
| 2015 | 0.00% | 5.39% | -1.28% | -2.07% | 0.27% | 3.43% | 0.26% | -7.38% | -3.57% | 5.70% | 2.97% | -11.29% | -8.66% |
| 2014 | -3.43% | 3.79% | -2.28% | -3.27% | 2.66% | 3.06% | -1.83% | 3.72% | -4.04% | 2.80% | 0.23% | -15.66% | -14.89% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WAGOX is 10, meaning it’s performing worse than 90% of other mutual funds on our website when it comes to balancing risk and reward. Below is 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.
Dividends
Dividend History
Wasatch Global Opportunities Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 | $0.01 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% | 0.30% | 0.30% |
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 | ||||||||||
| 2024 | $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 |
| 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 | $0.00 | $0.00 |
| 2021 | $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 |
| 2020 | $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 |
| 2019 | $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 |
| 2018 | $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 |
| 2017 | $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 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.01 |
| 2014 | $0.01 | $0.01 |
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.
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 51.72%, occurring on Mar 23, 2020. Recovery took 186 trading sessions.
The current Wasatch Global Opportunities Fund drawdown is 29.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -51.72% | Dec 27, 2013 | 1569 | Mar 23, 2020 | 186 | Dec 15, 2020 | 1755 |
| -48.32% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -26.91% | May 2, 2011 | 168 | Dec 28, 2011 | 453 | Oct 18, 2013 | 621 |
| -17.75% | Jan 7, 2009 | 42 | Mar 9, 2009 | 18 | Apr 2, 2009 | 60 |
| -13.16% | Apr 27, 2010 | 21 | May 25, 2010 | 88 | Sep 29, 2010 | 109 |
Volatility
Volatility Chart
The current Wasatch Global Opportunities Fund volatility is 4.39%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.