Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMLSX (WASATCH LONG/SHORT FUND INVESTOR CLASS SHARES) | NA | -1.39% | 4.94% | -1.11% | 5.91% | 4.11% | NA | … | … |
Data as of 12/31/2018, Common starting date is 08/21/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMLSX (WASATCH LONG/SHORT FUND INVESTOR CLASS SHARES) | 08/21/2003 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -1.39 | 4.94 | -1.11 | 5.91 | 4.11 | NA | … | … | -0.18 | -2.11 | 18.26 | -16.22 | -2.33 | 18.97 | 8.67 | 1.76 | 9.71 | 30.07 | -20.91 | 4.99 | 14.72 | 3.84 | 4.26 | 6.94 |
| Sharpe Ratio | NA | -0.18 | 0.41 | -0.15 | 0.46 | NA | NA | … | … | -0.18 | -0.45 | 1.30 | -1.21 | -0.25 | 1.96 | 0.75 | 0.10 | 0.78 | 1.81 | -0.84 | 0.24 | 2.02 | 0.28 | 0.67 | 6.15 |
| Standard Deviation(%) | NA | 8.68 | 10.11 | 10.72 | 12.34 | NA | NA | … | … | 8.68 | 6.12 | 13.90 | 13.44 | 9.31 | 9.64 | 11.51 | 17.25 | 12.27 | 16.55 | 25.94 | 7.65 | 5.62 | 5.56 | 4.89 | 3.21 |
| Draw Down(%) | NA | 11.42 | 11.42 | 27.94 | 27.94 | NA | NA | … | … | 11.42 | 9.28 | 7.81 | 20.62 | 10.58 | 4.83 | 9.40 | 15.68 | 11.15 | 12.61 | 34.60 | 6.46 | 3.21 | 4.79 | 2.61 | 1.09 |
| Yield(%) | 0.00 | 0.51 | 0.21 | 2.80 | 3.04 | 3.17 | 2.54 | … | … | 0.51 | 0.00 | 0.04 | 8.36 | 5.92 | 2.48 | 0.26 | 0.02 | 0.33 | 0.00 | 2.46 | 5.44 | 7.28 | 3.29 | 2.73 | 0.00 |
Data as of 12/31/2018, Common starting date is 08/21/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMLSX (WASATCH LONG/SHORT FUND INVESTOR CLASS SHARES) |
-4.81%
Jun 2014 – Jun 2017 |
-0.94%
Nov 2013 – Nov 2018 |
2.69%
May 2007 – May 2017 |
4.39%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMLSX (WASATCH LONG/SHORT FUND INVESTOR CLASS SHARES) |
17.50%
Feb 2009 – Feb 2012 |
14.29%
Feb 2009 – Feb 2014 |
7.22%
Oct 2003 – Oct 2013 |
4.52%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart