Find A Portfolio/Ticker
Comparison Box
WGROX: WASATCH CORE GROWTH FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 90.14 0.17(0.19%) March 28
Asset Class: | Small Growth |
MyPlanIQ Rating: | (77%) |
Start Date: | 12/30/1987 |
Last Dividend Date: | 12/15/2022 |
12-Mo. Yield | 0.00% |
Expenses | 1.17% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/21/1995 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.4 | 4.5 | 32.5 | 3.0 | 13.3 | 12.3 | 16.4 | 9.6 | 11.9 | 33.4 | -30.9 | 20.8 | 36.7 | 33.3 | -3.8 | 24.3 | 10.5 | 4.0 | 6.1 | 30.2 | 19.2 | 5.1 | 25.0 | 45.2 | -44.3 | 6.5 | 6.7 | -5.4 | 21.6 | 38.5 | -22.9 | 28.8 | 37.7 | 19.3 | 1.4 | 27.6 | 16.6 | 40.4 | -23.3 | 1.6 | 0.2 | 38.3 | 8.9 | 24.8 | 3.2 | -3.5 |
Sharpe Ratio | NA | 0.73 | 1.67 | 0.02 | 0.43 | 0.49 | NA | NA | 0.44 | 1.54 | -1.0 | 1.14 | 0.86 | 1.99 | -0.27 | 2.18 | 0.6 | 0.27 | 0.44 | 2.44 | 1.42 | 0.19 | 1.32 | 1.53 | -1.08 | 0.2 | 0.25 | -0.48 | 1.48 | 2.27 | -0.92 | 1.16 | 1.38 | 0.93 | -0.09 | 1.91 | 1.21 | 4.01 | -0.85 | -0.03 | -0.2 | 2.14 | 0.17 | 1.77 | -0.14 | NA |
Draw Down(%) | NA | 4.8 | 14.2 | 40.2 | 40.2 | 40.2 | NA | NA | 61.6 | 14.3 | 36.8 | 10.9 | 38.1 | 6.5 | 26.5 | 5.7 | 15.7 | 11.7 | 10.5 | 5.4 | 9.5 | 20.3 | 13.8 | 27.1 | 58.3 | 14.5 | 15.0 | 12.7 | 11.4 | 17.6 | 43.1 | 21.4 | 15.3 | 13.4 | 34.5 | 9.4 | 13.0 | 5.0 | 27.1 | 11.8 | 17.9 | 7.8 | 20.6 | 10.5 | 12.5 | 3.5 |
Standard Deviation(%) | NA | 18.0 | 17.5 | 23.8 | 27.6 | 22.3 | NA | NA | 20.6 | 19.2 | 32.2 | 18.3 | 42.5 | 16.0 | 18.8 | 10.9 | 17.2 | 14.5 | 13.9 | 12.3 | 13.6 | 26.0 | 18.8 | 29.4 | 41.8 | 17.6 | 13.5 | 15.8 | 14.0 | 16.6 | 26.2 | 23.1 | 24.3 | 17.3 | 21.2 | 12.6 | 10.7 | 9.1 | 30.9 | 13.5 | 10.8 | 16.1 | 20.6 | 10.8 | 10.5 | 0.0 |
Treynor Ratio | NA | 0.15 | 0.32 | 0.0 | 0.12 | 0.11 | NA | NA | 0.11 | 0.31 | -0.34 | 0.26 | 0.34 | 0.33 | -0.05 | 0.25 | 0.11 | 0.05 | 0.07 | 0.38 | 0.26 | 0.06 | 0.32 | 0.52 | -0.48 | 0.04 | 0.05 | -0.09 | 0.31 | 0.52 | -0.27 | 0.34 | 0.69 | 0.23 | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.02 | 0.03 | 0.02 | 0.02 | 0.02 | NA | NA | 0.02 | 0.04 | -0.02 | 0.06 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | 0.02 | 0.02 | 0.01 | 0.03 | -0.04 | -0.01 | -0.01 | -0.05 | 0.04 | 0.02 | -0.04 | 0.1 | 0.13 | 0.02 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 0.87 | 0.9 | 0.93 | 0.98 | 0.96 | NA | NA | 0.84 | 0.94 | 0.96 | 0.8 | 1.07 | 0.96 | 0.94 | 0.95 | 0.94 | 0.86 | 0.83 | 0.8 | 0.74 | 0.79 | 0.77 | 0.87 | 0.94 | 0.91 | 0.74 | 0.79 | 0.67 | 0.73 | 0.9 | 0.78 | 0.49 | 0.69 | 0.79 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.88 | 0.89 | 0.91 | 0.9 | 0.9 | NA | NA | 0.7 | 0.91 | 0.95 | 0.81 | 0.91 | 0.9 | 0.93 | 0.81 | 0.91 | 0.9 | 0.87 | 0.87 | 0.88 | 0.97 | 0.95 | 0.95 | 0.95 | 0.9 | 0.86 | 0.57 | 0.79 | 0.73 | 0.74 | 0.72 | 0.51 | 0.39 | 0.67 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/21/1995
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
Top Rated Funds in Small Growth
Best Mutual Funds
- PENNX (ROYCE PENNSYLVANIA MUTUAL FUND INVESTMENT CLASS) 0.41% (100%)
- VISGX (VANGUARD SMALL-CAP GROWTH INDEX FUND INVESTOR SHARES) 0.25% (100%)
- APHSX (ARTISAN SMALL CAP FUND INSTITUTIONAL SHARES) 0.36% (99%)
- RVPHX (ROYCE SMALLER-COMPANIES GROWTH FUND INVESTMENT CLASS) 0.28% (98%)
- RVPIX (ROYCE SMALLER-COMPANIES GROWTH FUND INSTITUTIONAL CLASS) 0.41% (98%)
- RYPCX (ROYCE PENNSYLVANIA MUTUAL FUND CONSULTANT CLASS) 0.40% (97%)
- RYPFX (ROYCE PENNSYLVANIA MUTUAL FUND SERVICE CLASS) 0.41% (97%)
- RYVPX (ROYCE SMALLER-COMPANIES GROWTH FUND SERVICE CLASS) 0.29% (97%)
- BCSIX (THE BROWN CAPITAL MANAGEMENT SMALL COMPANY FUND INVESTOR SHARES) 0.0% (97%)
- LADYX (LORD ABBETT DEVELOPING GROWTH FUND INC CLASS I) 0.07% (96%)
Best ETFs
- IJT (iShares S&P Small-Cap 600 Growth ETF) 0.67% (99%)
- IWO (iShares Russell 2000 Growth ETF) 0.01% (99%)
- JKK (iShares Morningstar Small-Cap Growth ETF) (99%)
- RZG (Invesco S&P SmallCap 600® Pure Growth ETF) 1.17% (98%)
- VBK (Vanguard Small-Cap Growth Index Fund ETF Shares) 0.24% (98%)
- VTWG (Vanguard Russell 2000 Growth Index Fund ETF Shares) 0.09% (26%)
- VIOG (Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares) 0.66% (26%)
- FYC (First Trust Small Cap Growth AlphaDEX® Fund) 0.34% (24%)