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WAGTX: WASATCH WORLD INNOVATORS FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 11.97 0(0.0%) July 11
| 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 07/11/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/19/2001 |
2024 | 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(%) | 0.0 | -11.9 | -10.6 | -0.6 | -5.8 | 2.7 | 6.7 | 5.8 | 5.1 | 3.0 | 5.4 | -37.1 | -26.3 | 54.6 | 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 | -1.56 | -0.96 | -0.25 | -0.45 | 0.08 | NA | NA | 0.2 | -0.3 | 0.08 | -1.48 | -1.19 | 1.94 | 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 | 17.5 | 17.5 | 23.0 | 57.7 | 57.7 | NA | NA | 63.1 | 9.2 | 20.4 | 48.5 | 30.9 | 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 | 15.8 | 14.4 | 15.9 | 17.4 | 15.9 | NA | NA | 19.7 | 11.9 | 14.0 | 26.0 | 22.1 | 27.8 | 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 | -0.41 | -0.23 | -0.05 | -0.09 | 0.02 | NA | NA | 0.05 | -0.06 | 0.01 | -0.34 | -0.31 | 0.72 | 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 | -0.18 | -0.08 | -0.05 | -0.05 | -0.01 | NA | NA | 0.0 | 0.0 | -0.03 | -0.1 | -0.14 | 0.14 | 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 | 0.61 | 0.6 | 0.82 | 0.88 | 0.77 | NA | NA | 0.79 | 0.62 | 0.87 | 1.13 | 0.84 | 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 | 0.45 | 0.42 | 0.57 | 0.57 | 0.62 | NA | NA | 0.59 | 0.4 | 0.57 | 0.78 | 0.26 | 0.63 | 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 | 0.0 | 5.8 | 8.0 | 11.2 | 9.5 | N/A | 0.0 | 0.0 | 0.0 | 13.4 | 13.3 | 0.7 | 21.1 | 17.8 | 3.8 | 13.1 | 10.9 | 6.3 | 0.0 | 0.0 | 0.0 | 0.2 | 0.0 | 10.0 | 4.4 | 2.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -47.1 | 182.8 | N/A | N/A | N/A | N/A | N/A | -100.0 | 56.1 | 2349.5 | -97.9 | 36.4 | 372.0 | -73.2 | 3.2 | 112.7 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | 153.3 | 117.5 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/19/2001
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