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WAIGX: WASATCH INTERNATIONAL GROWTH FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 22.67 0.03(0.13%) April 26
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | (82%) |
Start Date: | 07/22/2002 |
Last Dividend Date: | 12/16/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.41% |
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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 07/23/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.6 | -8.0 | -0.6 | -11.6 | -0.4 | 2.5 | 9.5 | 6.5 | 8.2 | 11.6 | -36.6 | 10.9 | 24.7 | 29.4 | -15.9 | 33.0 | -8.4 | 15.2 | -9.0 | 26.5 | 33.1 | -12.0 | 34.4 | 64.2 | -53.9 | 12.7 | 23.9 | 18.4 | 22.9 | 45.0 | -1.4 |
Sharpe Ratio | NA | -1.84 | -0.3 | -0.67 | -0.09 | 0.08 | NA | NA | 0.38 | 0.49 | -1.32 | 0.75 | 0.82 | 2.23 | -1.1 | 4.55 | -0.53 | 1.03 | -0.91 | 2.4 | 2.5 | -0.52 | 1.85 | 2.67 | -1.47 | 0.47 | 1.32 | 1.94 | 1.85 | 4.29 | -0.34 |
Draw Down(%) | NA | 10.3 | 19.5 | 48.1 | 48.1 | 48.1 | NA | NA | 67.7 | 21.8 | 43.5 | 11.0 | 35.2 | 9.4 | 25.9 | 4.2 | 14.4 | 12.0 | 12.5 | 11.2 | 11.2 | 24.7 | 14.5 | 22.4 | 62.1 | 19.6 | 20.5 | 7.7 | 10.8 | 12.7 | 11.0 |
Standard Deviation(%) | NA | 14.4 | 14.9 | 20.6 | 21.6 | 18.0 | NA | NA | 18.6 | 15.3 | 28.8 | 14.4 | 29.8 | 12.5 | 15.7 | 7.2 | 16.2 | 14.8 | 10.0 | 11.0 | 13.3 | 23.0 | 18.5 | 24.0 | 37.3 | 20.6 | 15.7 | 8.3 | 11.9 | 10.3 | 12.0 |
Treynor Ratio | NA | -0.35 | -0.06 | -0.18 | -0.03 | 0.02 | NA | NA | 0.09 | 0.1 | -0.48 | 0.19 | 0.27 | 0.4 | -0.24 | 0.67 | -0.12 | 0.21 | -0.15 | 0.47 | 0.49 | -0.16 | 0.46 | 0.82 | -0.68 | 0.1 | 0.24 | 0.28 | 0.28 | 0.83 | -0.13 |
Alpha | NA | -0.14 | -0.03 | -0.02 | -0.02 | -0.01 | NA | NA | 0.01 | -0.01 | -0.07 | 0.04 | -0.08 | 0.03 | -0.03 | 0.04 | -0.04 | 0.06 | -0.02 | 0.05 | 0.06 | -0.01 | 0.07 | 0.09 | -0.12 | -0.01 | 0.01 | 0.03 | 0.03 | 0.08 | -0.01 |
Beta | NA | 0.75 | 0.75 | 0.76 | 0.78 | 0.75 | NA | NA | 0.75 | 0.72 | 0.79 | 0.57 | 0.89 | 0.7 | 0.71 | 0.48 | 0.73 | 0.73 | 0.59 | 0.56 | 0.68 | 0.75 | 0.74 | 0.78 | 0.8 | 0.96 | 0.85 | 0.58 | 0.78 | 0.53 | 0.3 |
RSquared | NA | 0.66 | 0.67 | 0.76 | 0.77 | 0.73 | NA | NA | 0.76 | 0.68 | 0.84 | 0.6 | 0.84 | 0.64 | 0.71 | 0.38 | 0.62 | 0.63 | 0.56 | 0.47 | 0.76 | 0.85 | 0.76 | 0.89 | 0.92 | 0.81 | 0.66 | 0.52 | 0.73 | 0.51 | 0.42 |
Yield(%) | N/A | 0.0 | 0.0 | 3.2 | 5.5 | 5.2 | 11.1 | 7.6 | N/A | 0.0 | 0.0 | 10.2 | 12.1 | 3.2 | 12.7 | 3.5 | 3.6 | 0.0 | 0.7 | 3.0 | 0.4 | 0.0 | 0.1 | 0.0 | 0.2 | 15.2 | 20.0 | 0.0 | 0.2 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | -60.6 | 23.3 | 82.2 | N/A | N/A | N/A | N/A | -100.0 | -6.9 | 385.9 | -82.2 | 371.0 | -13.1 | N/A | -100.0 | -73.6 | 800.0 | N/A | -100.0 | N/A | -100.0 | -99.0 | -23.0 | N/A | -100.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/23/2002
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