# Wasatch Small Cap Growth Investor (WAAEX)

> Source: Nexqual · https://nexqual.com/WAAEX · data as of 2026-10-24 00:08 UTC · cite as "Nexqual, Wasatch Small Cap Growth Investor (WAAEX), nexqual.com/WAAEX" · informational, not investment advice.

**Price:** USD 37.96 (-0.45% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 37.96 · day 37.96–37.96 · 52w 33.45–41.17 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -2.8% vs S&P 500 +13.4%; 5Y -28.7% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -2.8% | -28.7% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -2.8% | -6.6% |
| Volatility (annualized) | 19.0% | 24.3% |
| Max drawdown | -16.6% (Jan 2026→Mar 2026) | -50.3% (Nov 2021→Oct 2022) |

## Peers
WGROX (Wasatch Core Growth Fund) USD 77.24 +0.00% · WMCVX (Wasatch Small Cap Value Fund) USD 9.8 -0.00% · WMICX (Wasatch Micro Cap Fund) USD 8.94 +0.00% · WAMCX (Wasatch Ultra Growth Fund) USD 36.06 -0.00% · WAIGX (Wasatch International Growth Fu) USD 15.24 +0.00%

## More
Full page: https://nexqual.com/WAAEX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt