WAIGX Performance — Wasatch International Growth Fund, Investor Class Shares
Data updated: 2026-08-26
WAIGX returned +8.26% year to date and −0.77% over one year to Jun 2026. Annualised returns are +7.84% over 3 years and −2.33% over 5 years. The fund trailed its International Multi-Cap Growth category average: $100 invested three years ago grew to $125, against $147 for the category, and to $99 over one year, against $116. Volatility over the past three years was 19.02% a year. In the 12 months to Jun 2026 the fund took in a net $13.5M, and assets reached $171.19M.
WAIGX Growth of $100
What $100 invested in Wasatch International Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the International Multi-Cap Growth category average over the same months.
| Period | WAIGX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $99 | $116 |
| 3 years (Jul 2023 – Jun 2026) | $125 | $147 |
| 5 years (Jul 2021 – Jun 2026) | $89 | $130 |
| Since data start (Jul 2019 – Jun 2026) | $127 | $182 |
WAIGX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.26% |
| 1 year | −0.77% |
| 3 years (annualised) | +7.84% |
| 5 years (annualised) | −2.33% |
WAIGX Annual Returns
Calendar-year total returns of Wasatch International Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +8.26% |
| 2025 | +11.30% |
| 2024 | −0.42% |
| 2023 | +11.64% |
| 2022 | −36.64% |
| 2021 | +10.82% |
| 2020 | +24.44% |
| 2019 (Jul–Dec) | +8.87% |
WAIGX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.0% | +1.6% | −8.5% | +13.3% | +5.0% | −1.2% | — | — | — | — | — | — |
| 2025 | +4.4% | −2.4% | −2.8% | +9.6% | +6.1% | +5.5% | −2.9% | −0.6% | −1.1% | −2.5% | −1.2% | −0.3% |
| 2024 | −5.0% | 0.0% | +1.1% | −4.6% | +3.6% | +1.0% | +5.4% | +3.0% | +3.0% | −6.7% | +3.1% | −3.6% |
| 2023 | +9.0% | −3.8% | +1.2% | −1.5% | −0.6% | +2.8% | +0.1% | −4.7% | −4.0% | −8.5% | +15.5% | +7.9% |
| 2022 | −14.1% | −2.9% | −0.4% | −11.1% | −4.0% | −9.5% | +8.9% | −4.8% | −13.6% | +4.1% | +12.6% | −6.0% |
| 2021 | −1.3% | +1.1% | −1.4% | +4.3% | +0.8% | +2.3% | +1.4% | +6.6% | −2.4% | +2.0% | −3.5% | +0.9% |
| 2020 | −2.0% | −8.6% | −13.1% | +13.3% | +11.4% | −0.4% | +5.9% | +4.8% | +1.2% | +0.2% | +7.1% | +5.6% |
| 2019 | — | — | — | — | — | — | −1.9% | −3.1% | +1.7% | +5.0% | +5.1% | +2.1% |
WAIGX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 19.02%
- 3-year Sharpe ratio: 0.18 (vs 4.5% risk-free rate)
- Best month: +15.53% (Nov 2023)
- Worst month: −8.49% (Mar 2026)
WAIGX Fund Flows
Monthly money in and out of Wasatch International Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $13.5M
- 12-month gross sales (incl. reinvestments): $71.6M
- Sales ÷ redemptions: 1.23×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $420K | $2.4M | −$1.9M |
| May 2026 | $403K | $2.1M | −$1.7M |
| Apr 2026 | $658K | $2.0M | −$1.3M |
| Mar 2026 | $298K | $3.7M | −$3.4M |
| Feb 2026 | $219K | $5.3M | −$5.1M |
| Jan 2026 | $1.2M | $6.3M | −$5.1M |
| Dec 2025 | $64.2M | $14.6M | $49.7M |
| Nov 2025 | $487K | $2.4M | −$1.9M |
| Oct 2025 | $501K | $5.6M | −$5.1M |
| Sep 2025 | $635K | $6.0M | −$5.3M |
| Aug 2025 | $1.9M | $3.7M | −$1.8M |
| Jul 2025 | $671K | $4.1M | −$3.5M |
WAIGX Assets Under Management
Net assets of Wasatch International Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $171.19M |
| 2026-03-31 | $149.93M |
| 2025-12-31 | $176.57M |
| 2025-09-30 | $206.89M |
| 2025-06-30 | $227.62M |
| 2025-03-31 | $197.89M |
| 2024-12-31 | $229.73M |
| 2024-09-30 | $298.20M |
| 2024-06-30 | $304.55M |
| 2024-03-31 | $383.36M |
| 2023-12-31 | $435.65M |
| 2023-09-30 | $455.75M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.