Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMEQX (WASATCH-1ST SOURCE INCOME FUND INVESTOR CLASS SHARES) | NA | -0.06% | 1.24% | 1.38% | 2.38% | 2.35% | 3.28% | 3.74% |
Data as of 07/13/2018, AR inception is 10/02/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMEQX (WASATCH-1ST SOURCE INCOME FUND INVESTOR CLASS SHARES) | 10/02/1996 | 07/13/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | -0.06 | 1.24 | 1.38 | 2.38 | 2.35 | 3.28 | 3.74 | -0.44 | 2.21 | 1.58 | 0.74 | 2.68 | -1.48 | 2.83 | 3.86 | 4.00 | 5.99 | 3.57 | 5.62 | 3.71 | 0.94 | -0.16 | 2.43 | 8.66 | 7.99 | 9.22 | -1.20 | 6.82 | 7.84 | 2.06 |
| Sharpe Ratio | NA | -0.89 | 0.46 | 0.62 | 0.97 | NA | NA | 0.79 | -1.74 | 1.11 | 0.75 | 0.33 | 1.45 | -0.67 | 1.82 | 1.75 | 1.59 | 1.89 | 0.64 | 0.96 | 0.19 | -0.54 | -0.35 | 0.49 | 2.08 | 1.54 | 1.90 | -1.37 | 1.05 | 1.51 | 1.53 |
| Standard Deviation(%) | NA | 1.18 | 1.64 | 1.82 | 2.27 | NA | NA | 2.77 | 1.16 | 1.43 | 1.82 | 2.16 | 1.84 | 2.28 | 1.54 | 2.18 | 2.46 | 3.12 | 4.14 | 2.72 | 2.15 | 2.26 | 3.19 | 3.55 | 3.63 | 3.74 | 2.72 | 3.22 | 3.35 | 2.85 | 3.45 |
| Draw Down(%) | NA | 1.08 | 2.20 | 2.20 | 3.63 | NA | NA | 4.43 | 0.76 | 0.73 | 2.20 | 1.32 | 0.75 | 3.63 | 0.77 | 1.15 | 2.61 | 1.67 | 3.48 | 1.54 | 1.27 | 1.82 | 4.33 | 3.47 | 1.97 | 2.85 | 1.85 | 3.17 | 3.06 | 1.83 | 1.26 |
| Yield(%) | 0.00 | 1.92 | 1.90 | 1.79 | 2.26 | 2.55 | 3.32 | 3.73 | 0.95 | 1.90 | 1.98 | 1.63 | 1.68 | 1.61 | 1.94 | 2.44 | 2.49 | 3.25 | 3.97 | 4.34 | 4.21 | 3.81 | 1.89 | 4.06 | 4.87 | 5.34 | 5.98 | 5.36 | 7.87 | 5.93 | 1.56 |
Data as of 07/13/2018, AR inception is 10/02/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMEQX (WASATCH-1ST SOURCE INCOME FUND INVESTOR CLASS SHARES) |
0.01%
May 2003 - May 2006 |
0.88%
Apr 2013 - Apr 2018 |
2.26%
Feb 2008 - Feb 2018 |
2.32%
May 2003 - May 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMEQX (WASATCH-1ST SOURCE INCOME FUND INVESTOR CLASS SHARES) |
9.21%
May 2000 - May 2003 |
6.54%
Sep 1997 - Sep 2002 |
4.93%
Jan 2000 - Jan 2010 |
4.64%
Mar 1997 - Mar 2012 |
Annualized Rolling Returns Comparison Chart