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WAAEX: Wasatch Small Cap Growth (MUTUAL FUND)
Basic Info 65.56 0.32(0.49%) September 24
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (76%) |
| Start Date: | 03/11/1996 |
| Last Dividend Date: | 12/17/2020 |
| 12-Mo. Yield | 5.42% |
| Expenses | 1.24% |
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Performance Analytics (As of 09/24/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.0 | 15.3 | 55.0 | 26.4 | 25.4 | 18.9 | 13.6 | 13.1 | 53.9 | 40.1 | 3.5 | 21.7 | 4.8 | -0.5 | 2.6 | 31.2 | 17.0 | -0.1 | 28.9 | 48.7 | -41.7 | 8.4 | 8.4 | 3.8 | 13.4 | 37.4 | -23.4 | 24.2 | 16.8 | 40.9 | 11.2 | 19.2 | 5.2 | 25.2 | -2.3 | 15.0 | 0.8 | 48.7 | 7.9 | 32.0 | -1.4 | -10.2 |
| SR | NA | 1.01 | 2.43 | 0.86 | 0.99 | 0.88 | NA | 0.53 | 1.24 | 2.26 | 0.11 | 1.84 | 0.25 | -0.04 | 0.18 | 2.59 | 1.19 | 0.0 | 1.42 | 1.69 | -1.12 | 0.31 | 0.35 | 0.08 | 0.79 | 1.93 | -0.92 | 0.88 | 0.42 | 2.36 | 0.34 | 1.03 | 0.12 | 1.88 | -0.37 | 0.95 | -0.12 | 2.42 | 0.12 | 1.99 | -0.49 | NA |
| DD(%) | NA | 11.2 | 11.2 | 39.6 | 39.6 | 39.6 | NA | 56.5 | 39.6 | 9.9 | 26.6 | 6.3 | 18.4 | 16.8 | 13.1 | 4.9 | 9.5 | 23.2 | 14.5 | 20.8 | 53.9 | 9.4 | 15.5 | 11.8 | 16.1 | 15.6 | 36.8 | 22.2 | 22.6 | 14.3 | 36.0 | 13.4 | 20.3 | 8.4 | 13.2 | 8.8 | 21.5 | 10.1 | 28.4 | 10.1 | 17.6 | 10.2 |
| SD(%) | NA | 21.4 | 22.6 | 30.1 | 24.8 | 21.1 | NA | 20.8 | 43.0 | 17.1 | 20.4 | 11.5 | 18.4 | 16.3 | 14.6 | 12.0 | 14.4 | 26.5 | 20.4 | 28.8 | 38.1 | 17.2 | 14.6 | 21.4 | 15.7 | 19.0 | 26.7 | 25.2 | 30.3 | 15.9 | 23.4 | 15.2 | 14.3 | 11.4 | 14.0 | 13.5 | 13.6 | 18.5 | 21.0 | 13.2 | 12.5 | 0.0 |
| TR | NA | 0.22 | 0.54 | 0.24 | 0.23 | 0.19 | NA | 0.12 | 0.49 | 0.37 | 0.02 | 0.21 | 0.05 | -0.01 | 0.03 | 0.4 | 0.21 | 0.0 | 0.35 | 0.56 | -0.49 | 0.06 | 0.06 | 0.02 | 0.15 | 0.41 | -0.24 | 0.24 | 0.16 | 0.48 | 0.09 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | 0.03 | 0.04 | 0.03 | 0.02 | 0.01 | NA | 0.03 | 0.05 | 0.02 | 0.04 | 0.0 | -0.02 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.04 | -0.04 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.04 | 0.09 | 0.07 | 0.08 | 0.05 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.99 | 1.01 | 1.07 | 1.06 | 0.98 | NA | 0.9 | 1.09 | 1.04 | 1.02 | 1.02 | 1.0 | 0.96 | 0.88 | 0.78 | 0.8 | 0.81 | 0.83 | 0.86 | 0.86 | 0.9 | 0.82 | 0.93 | 0.82 | 0.9 | 1.01 | 0.92 | 0.77 | 0.78 | 0.9 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.94 | 0.8 | 0.93 | 0.92 | 0.91 | NA | 0.73 | 0.93 | 0.92 | 0.94 | 0.83 | 0.91 | 0.88 | 0.89 | 0.88 | 0.91 | 0.97 | 0.94 | 0.96 | 0.96 | 0.91 | 0.9 | 0.42 | 0.92 | 0.84 | 0.89 | 0.84 | 0.82 | 0.58 | 0.71 | 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 03/11/1996
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Small Growth Asset Class Trend Rankings |
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