Nasdaq - Delayed Quote USD
Wasatch Global Value Investor (FMIEX)
10.08
-0.02
(-0.20%)
At close: 4:36:34 PM EDT
Fund Summary
Under normal market conditions, the fund will invest its net assets primarily in the equity securities of foreign and domestic companies of all market capitalizations. It will typically invest in securities issued by companies domiciled in at least three countries, including the United States. The fund will invest a significant portion of its total assets in companies domiciled in foreign countries.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 25.78% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 23 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 12.99% |
| 5y Average Return | 16.39% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FMIEX | Category Average | FMIEX | Category Average | FMIEX | Category Average | |
| Alpha | 0.57 | -0.05 | 4.37 | -0.04 | 0.56 | -0.01 |
| BETA | 0.75 | 0.01 | 0.82 | 0.01 | 0.89 | 0.01 |
| Mean Annual Return | 0.83 | 0.01 | 1.33 | 0.01 | 0.76 | 0.01 |
| R-squared | 63.68 | 0.9 | 62.77 | 0.88 | 74.22 | 0.87 |
| Standard Deviation | 14.49 | 0.2 | 15.74 | 0.16 | 15.32 | 0.15 |
| Sharpe Ratio | 0.37 | 0 | 0.83 | 0.01 | 0.47 | 0.01 |
| Treynor Ratio | 6.13 | 0.08 | 15.76 | 0.09 | 7.04 | 0.08 |
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