Share Price Chart
Loading graphics...
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Wasatch International 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.
Loading graphics...
Returns By Period
Wasatch International Select Fund (WAISX) has returned -6.44% so far this year and -2.01% over the past 12 months.
Wasatch International Select Fund
- 1D
- -0.33%
- 1M
- -11.08%
- YTD
- -6.44%
- 6M
- -13.96%
- 1Y
- -2.01%
- 3Y*
- 4.08%
- 5Y*
- -1.68%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Oct 1, 2019, WAISX's average daily return is +0.02%, while the average monthly return is +0.44%. At this rate, your investment would double in approximately 13.2 years.
Historically, 56% of months were positive and 44% were negative. The best month was Nov 2023 with a return of +14.4%, while the worst month was Jan 2022 at -16.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 6 months.
On a daily basis, WAISX closed higher 50% of trading days. The best single day was Nov 10, 2022 with a return of +8.6%, while the worst single day was Mar 16, 2020 at -11.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.53% | 3.63% | -11.08% | -6.44% | |||||||||
| 2025 | 5.43% | 0.95% | -2.20% | 9.40% | 4.63% | 4.07% | -4.38% | 0.99% | -0.98% | -4.44% | -4.06% | 0.31% | 9.03% |
| 2024 | -4.40% | 1.86% | 1.65% | -7.44% | 4.99% | -1.14% | 5.60% | 4.13% | 1.54% | -4.86% | 4.77% | -4.40% | 1.18% |
| 2023 | 11.31% | -3.14% | 3.15% | 0.28% | 0.18% | 4.88% | 0.26% | -4.99% | -5.62% | -6.63% | 14.42% | 7.95% | 21.48% |
| 2022 | -16.33% | -2.32% | -1.47% | -9.73% | -2.67% | -7.57% | 12.59% | -8.27% | -11.79% | 7.87% | 9.17% | -7.16% | -34.87% |
| 2021 | -3.09% | -2.03% | -1.70% | 6.85% | 1.13% | 1.18% | 3.65% | 5.18% | -5.50% | 2.41% | -2.81% | 0.34% | 4.99% |
Benchmark Metrics
Wasatch International Select Fund has an annualized alpha of -5.99%, beta of 0.82, and R² of 0.63 versus S&P 500 Index. Calculated based on daily prices since October 02, 2019.
- This fund participated in 110.93% of S&P 500 Index downside but only 76.02% of its upside — more exposed to losses than it benefited from rallies.
- This fund had an annualized alpha of -5.99% versus S&P 500 Index — delivering less than market exposure alone would predict.
- Alpha
- -5.99%
- Beta
- 0.82
- R²
- 0.63
- Upside Capture
- 76.02%
- Downside Capture
- 110.93%
Expense Ratio
WAISX has a high expense ratio of 1.30%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WAISX ranks 3 for risk / return — in the bottom 3% 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Wasatch International Select Fund (WAISX) and compare them to a chosen benchmark (S&P 500 Index).
| WAISX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.19 | 0.90 | -1.08 |
Sortino ratioReturn per unit of downside risk | -0.16 | 1.39 | -1.54 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.21 | -0.23 |
Calmar ratioReturn relative to maximum drawdown | -0.22 | 1.40 | -1.62 |
Martin ratioReturn relative to average drawdown | -0.51 | 6.61 | -7.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore WAISX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
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.
Loading graphics...
Worst Drawdowns
The table below displays the maximum drawdowns of the Wasatch International 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 International Select Fund was 45.66%, occurring on Sep 26, 2022. The portfolio has not yet recovered.
The current Wasatch International Select Fund drawdown is 24.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -45.66% | Sep 13, 2021 | 262 | Sep 26, 2022 | — | — | — |
| -28.27% | Feb 20, 2020 | 23 | Mar 23, 2020 | 47 | May 29, 2020 | 70 |
| -10.49% | Feb 17, 2021 | 14 | Mar 8, 2021 | 68 | Jun 14, 2021 | 82 |
| -6.67% | Oct 13, 2020 | 14 | Oct 30, 2020 | 4 | Nov 5, 2020 | 18 |
| -5.26% | Sep 3, 2020 | 5 | Sep 10, 2020 | 21 | Oct 9, 2020 | 26 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading graphics...