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FMEQX: WASATCH-1ST SOURCE INCOME FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 10/02/1996 |
| Last Dividend Date: | 06/29/2018 |
| 12-Mo. Yield | 1.92% |
| Expenses | 0.72% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/02/1996 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.2 | 0.6 | 1.2 | 2.3 | 3.3 | 3.6 | -0.4 | 2.2 | 1.6 | 0.7 | 2.7 | -1.5 | 2.8 | 3.9 | 4.0 | 6.0 | 3.6 | 5.6 | 3.7 | 0.9 | -0.2 | 2.4 | 8.7 | 8.0 | 9.2 | -1.2 | 6.8 | 7.8 | 2.1 |
| Sharpe Ratio | NA | -0.89 | 0.46 | 0.62 | 0.97 | NA | NA | 0.79 | -1.74 | 1.11 | 0.75 | 0.33 | 1.45 | -0.67 | 1.82 | 1.75 | 1.59 | 1.89 | 0.64 | 0.96 | 0.19 | -0.54 | -0.35 | 0.49 | 2.08 | 1.54 | 1.9 | -1.37 | 1.05 | 1.51 | 1.53 |
| Draw Down(%) | NA | 1.1 | 2.2 | 2.2 | 3.6 | NA | NA | 4.4 | 0.8 | 0.7 | 2.2 | 1.3 | 0.8 | 3.6 | 0.8 | 1.1 | 2.6 | 1.7 | 3.5 | 1.5 | 1.3 | 1.8 | 4.3 | 3.5 | 2.0 | 2.9 | 1.9 | 3.2 | 3.1 | 1.8 | 1.3 |
| Standard Deviation(%) | NA | 1.2 | 1.6 | 1.8 | 2.3 | NA | NA | 2.8 | 1.2 | 1.4 | 1.8 | 2.2 | 1.8 | 2.3 | 1.5 | 2.2 | 2.5 | 3.1 | 4.1 | 2.7 | 2.2 | 2.3 | 3.2 | 3.5 | 3.6 | 3.7 | 2.7 | 3.2 | 3.4 | 2.8 | 3.5 |
| Treynor Ratio | NA | -0.02 | 0.01 | 0.01 | 0.03 | NA | NA | 0.03 | -0.05 | 0.02 | 0.02 | 0.01 | 0.03 | -0.01 | 0.04 | 0.04 | 0.04 | 0.07 | 0.04 | 0.03 | 0.01 | -0.01 | -0.01 | 0.01 | 0.08 | 0.07 | 0.08 | -0.05 | 0.05 | 0.07 | 0.06 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.03 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.01 | -0.02 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.45 | 0.76 | 0.86 | 0.79 | NA | NA | 0.84 | 0.41 | 0.68 | 0.82 | 1.05 | 0.87 | 1.22 | 0.72 | 0.88 | 0.95 | 0.84 | 0.74 | 0.82 | 0.68 | 0.96 | 1.16 | 1.21 | 0.95 | 0.85 | 0.62 | 0.85 | 0.76 | 0.66 | 0.84 |
| RSquared | NA | 0.23 | 0.47 | 0.49 | 0.47 | NA | NA | 0.47 | 0.24 | 0.39 | 0.55 | 0.65 | 0.43 | 0.54 | 0.33 | 0.39 | 0.57 | 0.58 | 0.52 | 0.55 | 0.34 | 0.45 | 0.55 | 0.57 | 0.51 | 0.54 | 0.34 | 0.45 | 0.41 | 0.33 | 0.37 |
| Yield(%) | N/A | 1.9 | 1.9 | 1.8 | 2.3 | 2.6 | 3.3 | N/A | 0.9 | 1.9 | 2.0 | 1.6 | 1.7 | 1.6 | 1.9 | 2.4 | 2.5 | 3.3 | 4.0 | 4.3 | 4.2 | 3.8 | 1.9 | 4.1 | 4.9 | 5.3 | 6.0 | 5.4 | 7.9 | 5.9 | 1.6 |
| Dividend Growth(%) | N/A | 1.2 | 13.0 | -29.7 | -52.9 | N/A | N/A | N/A | -50.2 | -4.4 | 20.5 | -1.8 | 1.2 | -16.5 | -19.4 | -0.4 | -21.2 | -19.2 | -7.1 | 2.2 | 7.6 | 98.4 | -54.0 | -13.9 | -7.6 | -7.0 | 3.8 | -32.9 | 35.6 | 280.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/1996
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