Wasatch International Opportunities Fund (WAIOX)
The investment seeks long-term growth of capital. The fund invests primarily in foreign micro-cap companies. It will invest its assets primarily in the equity securities of foreign micro-capitalization companies. The fund may invest a significant amount of its total assets at the time of purchase in securities issued by companies domiciled in emerging markets and frontier markets. It may invest a large percentage of its assets in a few sectors, including communication services, consumer staples, financials, health care, industrials, and information technology.
Fund Info
US9367937029
936793702
Jan 26, 2005
$2,000
Small-Cap
Growth
Expense Ratio
WAIOX has a high expense ratio of 1.96%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wasatch International 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 International Opportunities Fund had a return of 4.70% year-to-date (YTD) and 1.63% in the last 12 months. Over the past 10 years, Wasatch International Opportunities Fund had an annualized return of 1.13%, while the S&P 500 had an annualized return of 11.31%, indicating that Wasatch International Opportunities Fund did not perform as well as the benchmark.
WAIOX
4.70%
6.12%
-2.19%
1.63%
-3.93%
1.13%
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of WAIOX, 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 | 1.34% | 4.70% | |||||||||||
| 2024 | -1.92% | 0.98% | 0.00% | -4.21% | 4.73% | -2.26% | 4.62% | 0.95% | 2.19% | -7.34% | 2.97% | -4.49% | -4.49% |
| 2023 | 5.67% | -5.03% | 1.41% | -0.70% | -3.16% | 2.90% | 2.46% | -1.37% | -5.23% | -5.15% | 12.40% | 7.59% | 10.64% |
| 2022 | -15.28% | -6.37% | -1.98% | -9.54% | -0.32% | -13.78% | 11.15% | -5.35% | -11.31% | 3.59% | 12.69% | -3.75% | -36.63% |
| 2021 | -0.39% | 0.58% | -2.31% | 5.33% | -1.69% | 0.76% | 0.19% | 3.96% | -4.54% | -0.57% | -3.44% | -11.88% | -14.09% |
| 2020 | -0.54% | -5.12% | -13.92% | 14.85% | 12.64% | 2.55% | 5.47% | 7.78% | 1.53% | 0.00% | 6.90% | 4.44% | 38.87% |
| 2019 | 7.61% | 3.86% | 1.55% | 3.96% | 0.59% | 3.50% | -0.85% | 0.57% | -0.00% | 3.95% | 1.90% | -0.53% | 29.07% |
| 2018 | 3.74% | -2.77% | 0.85% | -1.69% | 1.44% | 0.57% | -1.13% | 2.85% | -0.83% | -13.41% | 4.19% | -10.53% | -16.95% |
| 2017 | 3.08% | 0.33% | 3.64% | 2.88% | 4.35% | 0.60% | 2.37% | 0.29% | 0.00% | 0.58% | 2.87% | -3.06% | 19.18% |
| 2016 | -4.29% | -2.24% | 9.16% | 0.35% | 1.05% | -0.00% | 3.45% | 2.67% | 4.22% | -3.12% | -6.43% | 0.34% | 4.29% |
| 2015 | 2.61% | 2.18% | 0.36% | 3.55% | -0.68% | 0.34% | 0.69% | -6.48% | -0.00% | 2.19% | 3.57% | -3.45% | 4.48% |
| 2014 | -2.42% | 3.19% | 2.06% | 0.34% | 2.01% | 1.64% | -0.00% | 1.94% | -1.90% | 0.00% | -0.97% | -12.42% | -7.27% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WAIOX is 8, meaning it’s performing worse than 92% 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 International Opportunities Fund (WAIOX) 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 International 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 International Opportunities Fund was 73.30%, occurring on Mar 3, 2009. Recovery took 2696 trading sessions.
The current Wasatch International Opportunities Fund drawdown is 44.78%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -73.3% | Jul 13, 2007 | 412 | Mar 3, 2009 | 2696 | Nov 15, 2019 | 3108 |
| -56.64% | Sep 13, 2021 | 276 | Oct 14, 2022 | — | — | — |
| -31.52% | Jan 23, 2020 | 42 | Mar 23, 2020 | 44 | May 26, 2020 | 86 |
| -19.68% | May 12, 2006 | 22 | Jun 13, 2006 | 136 | Dec 27, 2006 | 158 |
| -9.65% | Feb 17, 2021 | 14 | Mar 8, 2021 | 123 | Aug 31, 2021 | 137 |
Volatility
Volatility Chart
The current Wasatch International Opportunities Fund volatility is 4.26%, 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.