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WAHGX: Wasatch Heritage Growth (MUTUAL FUND)
Basic Info
Asset Class: | Mid-Cap Growth |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/23/2004 |
Last Dividend Date: | 03/17/2015 |
12-Mo. Yield | 70.83% |
Expenses | 0.95% |
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Performance Analytics (As of 05/05/2015)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/23/2004 |
2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 11.1 | 14.5 | 13.4 | 8.0 | 7.8 | 6.0 | 4.5 | 31.8 | 9.5 | 2.4 | 21.7 | 43.1 | -37.6 | 3.9 | 6.0 | 4.6 | 10.4 |
Sharpe Ratio | NA | 1.01 | 1.16 | 0.8 | 0.34 | 0.33 | 1.93 | 0.36 | 2.61 | 0.69 | 0.1 | 1.18 | 1.6 | -0.91 | 0.05 | 0.22 | 0.2 | 1.72 |
Draw Down(%) | NA | 11.0 | 11.0 | 20.4 | 52.8 | 52.8 | 3.3 | 11.0 | 5.6 | 10.4 | 20.4 | 12.0 | 18.6 | 49.6 | 13.0 | 12.6 | 9.4 | 10.6 |
Standard Deviation(%) | NA | 11.0 | 12.5 | 16.6 | 21.2 | 20.6 | 9.7 | 12.4 | 12.2 | 13.7 | 24.5 | 18.3 | 26.8 | 42.0 | 16.6 | 12.6 | 11.9 | 11.4 |
Treynor Ratio | NA | 0.16 | 0.18 | 0.16 | 0.08 | 0.08 | 0.38 | 0.05 | 0.37 | 0.12 | 0.03 | 0.27 | 0.49 | -0.44 | 0.01 | 0.03 | 0.0 | 0.0 |
Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.04 | -0.03 | 0.01 | -0.01 | 0.02 | 0.0 | 0.02 | 0.03 | -0.04 | 0.0 | NA | NA |
Beta | NA | 0.72 | 0.81 | 0.82 | 0.86 | 0.86 | 0.49 | 0.86 | 0.87 | 0.79 | 0.83 | 0.79 | 0.88 | 0.88 | 0.92 | 0.87 | NA | NA |
RSquared | NA | 0.73 | 0.85 | 0.89 | 0.89 | 0.86 | 0.46 | 0.9 | 0.89 | 0.86 | 0.94 | 0.9 | 0.96 | 0.95 | 0.92 | 0.21 | 0.0 | 0.0 |
Yield(%) | N/A | 70.8 | 32.7 | 24.2 | 13.6 | N/A | 66.0 | 5.5 | 3.0 | 4.6 | 1.3 | 0.9 | 0.8 | 0.4 | 9.1 | 3.1 | 2.8 | 0.0 |
Dividend Growth(%) | N/A | 2856.9 | 3829.2 | 582.4 | N/A | N/A | 1087.5 | 131.6 | -30.9 | 243.8 | 77.8 | 50.0 | 50.0 | -96.2 | 202.9 | 12.9 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/23/2004
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