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WSMDWasatch Small/Mid Cap ETF

Grow my moneyNewRanked #2,966 of 3,052 in this goal

Seeks long-term growth of capital.

Launched 2026

Annual Cost

Fund Size

Return (1Y)

N/A

Track Record

2 months

#5,934 of 6,033 · young

Performance

Total-return NAV · USD
Growth of $10,000
$9,548-4.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Smid

Strategy

Active selection

Factor

Growth

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-8.7%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term growth of capital.
Strategy
Actively invests in small- and mid-capitalization growth companies.
Inception date
July 29, 2026

Next steps

Save WSMD to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-16