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WAGTX: WASATCH WORLD INNOVATORS FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 12.81 0.31(2.48%) April 26
Asset Class: | WORLD STOCK |
MyPlanIQ Rating: | (85%) |
Start Date: | 01/19/2001 |
Last Dividend Date: | 12/30/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.77% |
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Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/22/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.0 | -2.9 | 2.2 | -19.0 | 0.2 | 3.7 | 10.1 | 6.3 | 5.7 | 5.4 | -36.7 | -13.2 | 68.1 | 20.4 | -10.5 | 33.1 | 2.3 | 6.3 | -3.7 | 33.7 | 18.0 | 4.5 | 24.5 | 67.5 | -52.8 | 13.2 | 15.9 | 16.4 | -4.0 | 48.0 | -27.8 | 1.0 |
Sharpe Ratio | NA | -1.03 | -0.13 | -1.12 | -0.07 | 0.17 | NA | NA | 0.23 | 0.08 | -1.44 | -0.94 | 2.53 | 2.29 | -1.03 | 5.64 | 0.19 | 0.52 | -0.33 | 3.22 | 1.39 | 0.21 | 1.43 | 2.88 | -1.41 | 0.58 | 0.82 | 1.11 | -0.26 | 2.12 | -0.88 | -0.04 |
Draw Down(%) | NA | 6.5 | 16.7 | 57.7 | 57.7 | 57.7 | NA | NA | 63.1 | 20.4 | 48.4 | 21.8 | 37.0 | 4.6 | 19.3 | 2.2 | 12.2 | 9.9 | 12.5 | 4.4 | 10.5 | 16.2 | 11.0 | 14.3 | 59.8 | 13.6 | 18.5 | 9.8 | 32.1 | 20.6 | 50.3 | 38.8 |
Standard Deviation(%) | NA | 12.1 | 12.6 | 19.0 | 19.6 | 15.7 | NA | NA | 20.0 | 14.0 | 26.5 | 14.1 | 26.7 | 8.3 | 11.5 | 5.8 | 11.1 | 12.1 | 11.2 | 10.5 | 13.0 | 21.9 | 17.0 | 23.4 | 38.1 | 17.7 | 15.6 | 12.9 | 19.4 | 22.3 | 32.9 | 33.8 |
Treynor Ratio | NA | -0.19 | -0.02 | -0.22 | -0.02 | 0.03 | NA | NA | 0.06 | 0.01 | -0.35 | -0.17 | 0.9 | 0.34 | -0.17 | 0.57 | 0.04 | 0.09 | -0.05 | 0.48 | 0.26 | 0.06 | 0.34 | 0.92 | -0.69 | 0.12 | 0.15 | 0.2 | -0.06 | 0.52 | -0.32 | -0.01 |
Alpha | NA | -0.06 | -0.02 | -0.08 | -0.02 | 0.0 | NA | NA | 0.01 | -0.03 | -0.1 | -0.08 | 0.18 | 0.03 | 0.0 | 0.06 | 0.0 | 0.04 | 0.0 | 0.08 | 0.02 | 0.07 | 0.06 | 0.11 | -0.12 | 0.0 | -0.02 | 0.02 | -0.07 | 0.04 | -0.06 | 0.13 |
Beta | NA | 0.65 | 0.79 | 0.99 | 0.84 | 0.78 | NA | NA | 0.8 | 0.86 | 1.1 | 0.8 | 0.75 | 0.55 | 0.68 | 0.57 | 0.58 | 0.7 | 0.8 | 0.7 | 0.7 | 0.79 | 0.72 | 0.73 | 0.78 | 0.83 | 0.85 | 0.71 | 0.78 | 0.91 | 0.9 | 1.13 |
RSquared | NA | 0.31 | 0.52 | 0.62 | 0.61 | 0.62 | NA | NA | 0.59 | 0.56 | 0.7 | 0.5 | 0.67 | 0.48 | 0.65 | 0.5 | 0.76 | 0.79 | 0.59 | 0.67 | 0.74 | 0.89 | 0.82 | 0.84 | 0.8 | 0.77 | 0.6 | 0.33 | 0.28 | 0.36 | 0.35 | 0.4 |
Yield(%) | N/A | 0.0 | 0.0 | 4.2 | 7.4 | 8.6 | 17.0 | 9.6 | N/A | 0.0 | 0.0 | 13.4 | 13.3 | 0.7 | 21.1 | 17.8 | 3.8 | 13.1 | 10.8 | 6.4 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 10.0 | 4.3 | 2.4 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -47.8 | -55.8 | 457.2 | N/A | N/A | N/A | N/A | -100.0 | 55.8 | 2230.0 | -97.8 | 36.4 | 374.3 | -73.4 | 3.5 | 111.7 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 155.2 | 114.8 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/22/2001
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