# Wasatch Small Cap Value Institutional (WICVX)

> Source: Nexqual · https://nexqual.com/WICVX · data as of 2026-10-24 00:04 UTC · cite as "Nexqual, Wasatch Small Cap Value Institutional (WICVX), nexqual.com/WICVX" · informational, not investment advice.

**Price:** USD 9.94 (-1.00% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 10.04 · day 9.94–9.94 · 52w 8.94–10.9 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +4.7% vs S&P 500 +13.4%; 5Y +23.8% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +4.7% | +23.8% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +4.7% | +4.4% |
| Volatility (annualized) | 17.8% | 21.8% |
| Max drawdown | -11.8% (Feb 2026→Mar 2026) | -32.0% (Nov 2021→Sep 2022) |

## Peers
MRFIX (MFS Series Trust V  - MFS Resea) USD 63.39 +0.00% · AEPFX (EuroPacific Growth Fund, Class ) USD 59.85 +0.00% · EISMX (Eaton Vance Atlanta Capital SMI) USD 39.54 -0.00% · FRIRX (Fidelity Advisor Real Estate In) USD 12.02 -0.00% · OGMYX (Invesco Gold & Special Minerals) USD 56.3 +0.00%

## More
Full page: https://nexqual.com/WICVX · 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