Wasatch International Select Fund (WAISX)
The investment seeks long-term growth of capital. The fund invests primarily in foreign companies of all market capitalizations. Under normal market conditions, it will invest the fund's assets primarily in the equity securities, typically common stock, issued by companies tied economically to foreign developed markets, which are those countries included in the MSCI EAFE Index at the time of purchase, excluding the United States. The fund may invest a large percentage of its assets in a particular region or market, including Asia, India, Japan, Europe, and the United Kingdom. It is non-diversified.
Fund Info
US9367936294
936793629
Sep 30, 2019
$2,000
Large-Cap
Growth
Expense Ratio
WAISX has a high expense ratio of 1.30%, 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 International Select Fund (WAISX) returned 19.06% year-to-date (YTD) and 27.71% over the past 12 months.
WAISX
19.06%
5.25%
15.12%
27.71%
10.31%
4.42%
N/A
^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 WAISX, 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 | 5.43% | 0.95% | -2.20% | 9.40% | 4.55% | 19.06% | |||||||
| 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% |
| 2020 | -1.61% | -6.08% | -8.50% | 8.66% | 11.47% | 2.35% | 3.32% | 4.95% | -0.94% | -2.38% | 11.29% | 3.87% | 27.05% |
| 2019 | 5.00% | 4.38% | 2.19% | 12.00% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 84, WAISX is among the top 16% of 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 Select Fund (WAISX) 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
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 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 12.37%.
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.
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