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WHOSX: Wasatch-Hoisington US Treasury (MUTUAL FUND)
Basic Info 18.26 0.33(1.78%) September 28
| Asset Class: | LONG GOVERNMENT |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 06/17/1997 |
| Last Dividend Date: | 03/31/2021 |
| 12-Mo. Yield | 8.18% |
| Expenses | 0.75% |
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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(%) | -4.8 | -9.3 | -13.4 | 9.7 | 2.6 | 4.2 | 6.9 | 7.4 | 19.6 | 17.1 | -3.8 | 10.5 | 0.5 | -2.8 | 32.6 | -16.7 | 2.8 | 41.2 | 10.2 | -22.6 | 37.8 | 10.0 | -0.2 | 10.5 | 10.2 | 1.3 | 16.9 | 2.9 | 22.3 | -12.4 | 14.6 | 15.7 | 7.8 | 11.5 | 1.6 | -0.6 | -0.9 | 11.9 | 10.5 | 11.7 | 8.5 | 1.0 |
| SR | NA | -0.67 | -0.68 | 0.52 | 0.15 | 0.25 | NA | 0.39 | 0.73 | 1.1 | -0.44 | 0.82 | 0.02 | -0.17 | 2.73 | -1.18 | 0.17 | 1.81 | 0.51 | -1.0 | 1.86 | 0.6 | -0.38 | 0.76 | 0.79 | 0.04 | 1.29 | 0.04 | 1.92 | -1.43 | 1.11 | 1.38 | 0.56 | 2.81 | -0.18 | -0.57 | -0.48 | 1.49 | 0.52 | 1.07 | 0.67 | NA |
| DD(%) | NA | 18.0 | 22.8 | 27.7 | 27.7 | 27.7 | NA | 27.7 | 19.0 | 9.9 | 12.7 | 5.7 | 20.9 | 17.4 | 6.0 | 19.2 | 11.3 | 12.6 | 18.4 | 25.7 | 9.6 | 9.4 | 11.8 | 8.7 | 13.0 | 18.3 | 7.4 | 11.9 | 7.4 | 13.4 | 9.0 | 6.0 | 4.7 | 0.9 | 4.5 | 4.5 | 5.3 | 2.3 | 6.2 | 3.0 | 2.7 | 0.0 |
| SD(%) | NA | 15.2 | 17.9 | 19.1 | 16.9 | 16.4 | NA | 13.4 | 26.2 | 14.3 | 11.7 | 12.0 | 15.2 | 17.3 | 11.9 | 14.2 | 16.3 | 22.8 | 19.9 | 22.7 | 19.7 | 11.8 | 9.3 | 10.9 | 11.8 | 14.5 | 12.2 | 12.9 | 9.5 | 10.9 | 10.1 | 8.8 | 7.6 | 2.7 | 7.7 | 4.7 | 6.7 | 5.4 | 10.0 | 5.6 | 5.7 | 0.0 |
| TR | NA | -0.09 | -0.1 | 0.08 | 0.02 | 0.03 | NA | 0.05 | 0.16 | 0.14 | -0.04 | 0.08 | 0.0 | -0.03 | 0.28 | -0.15 | 0.02 | 0.32 | 0.07 | -0.16 | 0.27 | 0.05 | -0.03 | 0.06 | 0.07 | 0.0 | 0.13 | 0.0 | 0.15 | -0.13 | 0.1 | 0.11 | 0.08 | 0.37 | -0.06 | -0.19 | -0.17 | 0.15 | 0.07 | 0.12 | 0.08 | 0.0 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.02 | 0.02 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.01 | -0.02 | -0.02 | 0.0 | 0.02 | 0.0 | 0.01 | NA |
| Beta(%) | NA | 1.19 | 1.2 | 1.18 | 1.19 | 1.18 | NA | 1.09 | 1.19 | 1.15 | 1.2 | 1.21 | 1.2 | 1.14 | 1.16 | 1.12 | 1.27 | 1.28 | 1.42 | 1.43 | 1.35 | 1.38 | 1.37 | 1.44 | 1.33 | 1.29 | 1.22 | 1.19 | 1.19 | 1.19 | 1.08 | 1.08 | 0.54 | 0.21 | 0.24 | 0.14 | 0.19 | 0.52 | 0.7 | 0.48 | 0.49 | NA |
| RS | NA | 0.91 | 0.66 | 0.8 | 0.82 | 0.85 | NA | 0.77 | 0.76 | 0.86 | 0.85 | 0.88 | 0.9 | 0.91 | 0.89 | 0.87 | 0.9 | 0.9 | 0.92 | 0.89 | 0.83 | 0.94 | 0.93 | 0.94 | 0.94 | 0.9 | 0.95 | 0.93 | 0.9 | 0.92 | 0.89 | 0.88 | 0.53 | 0.4 | 0.09 | 0.05 | 0.11 | 0.56 | 0.42 | 0.49 | 0.58 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/17/1997
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LONG GOVERNMENT Asset Class Trend Rankings |
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