Wasatch Global Select Fund (WAGSX)
The fund invests primarily in foreign and domestic companies of all market capitalizations. Under normal market conditions, it will invest the fund's assets primarily in equity securities, typically common stock, issued by foreign and domestic companies. The fund may invest a significant portion of its net assets in companies tied economically to foreign countries, which may include countries in developed, emerging or frontier markets. It is non-diversified.
Fund Info
US9367936450
936793645
Sep 30, 2019
$2,000
Large-Cap
Growth
Expense Ratio
WAGSX has a high expense ratio of 1.35%, 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 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.
Returns By Period
Wasatch Global Select Fund had a return of 9.11% year-to-date (YTD) and 13.24% in the last 12 months.
WAGSX
9.11%
6.90%
8.13%
13.24%
3.20%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of WAGSX, 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 | 7.29% | 9.11% | |||||||||||
| 2024 | -4.66% | 4.10% | 1.26% | -6.55% | 3.55% | -0.86% | 3.63% | 2.33% | 2.28% | -3.50% | 6.68% | -6.65% | 0.50% |
| 2023 | 10.74% | -1.34% | 0.39% | -2.13% | 0.79% | 7.08% | 1.84% | -3.43% | -4.20% | -4.48% | 13.98% | 7.52% | 27.77% |
| 2022 | -13.52% | -2.63% | -1.27% | -10.62% | -3.83% | -8.76% | 11.14% | -5.50% | -9.46% | 6.08% | 6.82% | -4.76% | -33.10% |
| 2021 | -5.23% | 0.22% | -0.57% | 6.55% | 2.30% | 2.05% | 3.17% | 4.27% | -4.75% | 4.55% | -3.93% | -11.64% | -4.49% |
| 2020 | 0.73% | -6.90% | -12.38% | 11.68% | 11.06% | 2.96% | 6.18% | 4.59% | -1.18% | -1.43% | 13.61% | 4.25% | 34.46% |
| 2019 | 3.60% | 4.34% | 1.20% | 9.40% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WAGSX is 43, 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 Select Fund (WAGSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 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 Global Select Fund was 50.12%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current Wasatch Global Select Fund drawdown is 23.34%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.12% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -31.48% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 3, 2020 | 73 |
| -8.83% | Feb 16, 2021 | 15 | Mar 8, 2021 | 34 | Apr 26, 2021 | 49 |
| -7.89% | Sep 24, 2021 | 7 | Oct 4, 2021 | 23 | Nov 4, 2021 | 30 |
| -7.59% | Oct 13, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
Volatility
Volatility Chart
The current Wasatch Global Select Fund volatility is 4.13%, 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.