Nasdaq - Delayed Quote
USD
Wasatch Emerging Markets Small Cap Inv (WAEMX)
1.8100
-0.0600
(-3.21%)
As of 8:07:43 AM EST. Market Open.
Fund Summary
The fund invests primarily in small companies tied economically to emerging markets. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of small-capitalization companies that are tied economically to emerging market countries. The fund may invest a large percentage of its assets in a few sectors. These sectors were information technology, financials, industrials, consumer discretionary, and consumer staples. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.20% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 6.47% |
| 5y Average Return | -3.68% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
WAEMX | Category Average | WAEMX | Category Average | WAEMX | Category Average |
|
Alpha
|
-8.58 | 0.02 | -9.31 | 0.01 | -1.6 | -0.01 |
|
BETA
|
1.08 | 0.01 | 1.01 | 0.01 | 1.03 | 0.01 |
|
Mean Annual Return
|
1.03 | 0.01 | 0.09 | 0.01 | 0.72 | 0 |
|
R-squared
|
56.44 | 0.82 | 60.95 | 0.79 | 62.33 | 0.8 |
|
Standard Deviation
|
19.12 | 0.2 | 20.11 | 0.17 | 19.45 | 0.18 |
|
Sharpe Ratio
|
0.41 | 0.01 | -0.14 | 0.01 | 0.31 | 0 |
|
Treynor Ratio
|
6.05 | 0.1 | -4.78 | 0.11 | 4.23 | 0.04 |
