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WAIOX: WASATCH INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 2.96 0.01(0.34%) April 26
Asset Class: | FOREIGN SMALL/MID GROWTH |
MyPlanIQ Rating: | (5%) |
Start Date: | 02/03/2005 |
Last Dividend Date: | 12/16/2021 |
12-Mo. Yield | 0.00% |
Expenses | 1.96% |
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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 | Since 02/04/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.7 | -5.1 | 5.7 | -14.4 | 1.0 | 4.3 | 10.1 | 7.2 | 10.6 | -36.6 | -1.4 | 41.7 | 32.2 | -14.7 | 27.7 | 4.3 | 9.5 | 3.1 | 19.4 | 31.8 | -16.1 | 26.8 | 75.0 | -54.7 | 15.2 | 31.5 | 20.0 |
Sharpe Ratio | NA | -1.63 | 0.15 | -0.92 | -0.03 | 0.21 | NA | 0.35 | 0.47 | -1.54 | -0.1 | 1.5 | 2.84 | -1.12 | 3.89 | 0.36 | 0.87 | 0.43 | 2.01 | 2.72 | -0.59 | 1.66 | 3.28 | -1.67 | 0.66 | 1.9 | 2.03 |
Draw Down(%) | NA | 7.6 | 14.5 | 50.2 | 50.2 | 50.2 | NA | 68.2 | 16.7 | 44.9 | 15.1 | 31.5 | 5.8 | 21.4 | 2.9 | 11.5 | 11.1 | 7.9 | 11.1 | 9.9 | 22.5 | 14.6 | 22.3 | 61.8 | 19.7 | 19.7 | 7.3 |
Standard Deviation(%) | NA | 11.5 | 13.0 | 18.1 | 19.5 | 15.7 | NA | 17.7 | 13.7 | 24.8 | 14.4 | 27.6 | 10.9 | 14.2 | 7.0 | 11.4 | 10.9 | 7.1 | 9.6 | 11.8 | 27.3 | 16.1 | 22.8 | 33.2 | 18.5 | 14.9 | 9.8 |
Treynor Ratio | NA | -0.35 | 0.03 | -0.27 | -0.01 | 0.05 | NA | 0.1 | 0.11 | -0.59 | -0.03 | 0.53 | 0.63 | -0.28 | 0.87 | 0.1 | 0.2 | 0.1 | 0.48 | 0.56 | -0.28 | 0.43 | 1.04 | -0.81 | 0.15 | 0.4 | 0.38 |
Alpha | NA | -0.09 | 0.0 | -0.04 | -0.02 | 0.0 | NA | 0.01 | 0.0 | -0.09 | 0.0 | 0.0 | 0.06 | -0.03 | 0.05 | 0.01 | 0.04 | 0.02 | 0.04 | 0.07 | -0.03 | 0.06 | 0.12 | -0.16 | 0.01 | 0.04 | 0.04 |
Beta | NA | 0.54 | 0.58 | 0.62 | 0.65 | 0.6 | NA | 0.63 | 0.56 | 0.65 | 0.53 | 0.77 | 0.49 | 0.57 | 0.31 | 0.41 | 0.47 | 0.31 | 0.41 | 0.57 | 0.58 | 0.62 | 0.72 | 0.69 | 0.8 | 0.7 | 0.52 |
RSquared | NA | 0.53 | 0.53 | 0.66 | 0.66 | 0.6 | NA | 0.63 | 0.51 | 0.76 | 0.52 | 0.74 | 0.43 | 0.55 | 0.17 | 0.41 | 0.49 | 0.3 | 0.32 | 0.69 | 0.36 | 0.71 | 0.83 | 0.85 | 0.71 | 0.5 | 0.32 |
Yield(%) | N/A | 0.0 | 0.0 | 3.9 | 4.9 | 5.3 | 10.7 | N/A | 0.0 | 0.0 | 12.2 | 2.7 | 3.1 | 2.3 | 8.2 | 0.0 | 4.9 | 10.4 | 6.9 | 0.0 | 10.2 | 3.6 | 1.6 | 0.0 | 22.6 | 7.3 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | 137.0 | 10.7 | N/A | N/A | N/A | N/A | -100.0 | 540.0 | 11.1 | 12.5 | -66.7 | N/A | -100.0 | -56.7 | 66.7 | N/A | -100.0 | 237.5 | 300.0 | N/A | -100.0 | 272.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/04/2005
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