Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAAEX (WASATCH SMALL CAP GROWTH FUND INVESTOR CLASS SHARES) | -1.58% | -5.87% | 5.89% | -5.21% | 8.64% | 8.63% | 7.98% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAAEX (WASATCH SMALL CAP GROWTH FUND INVESTOR CLASS SHARES) | 12/30/1987 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | -5.87 | 5.89 | -5.21 | 8.64 | 8.63 | 7.98 | … | … | -1.58 | -8.78 | 15.50 | 21.24 | -40.26 | 7.68 | 54.65 | 40.29 | 2.42 | 21.72 | 4.73 | -0.40 | 2.60 | 31.18 | 16.95 | -0.13 | 28.92 | 48.74 | -41.66 | 8.42 | 8.41 | 5.19 | 13.37 | 37.43 | -23.39 | 24.16 | 17.71 | 40.74 | 10.81 | 19.28 | 5.22 | 25.24 | -2.26 | 15.04 | 0.77 | 49.06 | 7.88 | 32.04 | -1.45 | -10.17 |
| Sharpe Ratio | NA | -0.37 | 0.14 | -0.31 | 0.29 | NA | NA | … | … | -0.37 | -0.49 | 0.63 | 0.87 | -1.09 | 0.35 | 1.28 | 2.27 | 0.05 | 1.83 | 0.25 | -0.03 | 0.18 | 2.59 | 1.19 | -0.01 | 1.42 | 1.69 | -1.12 | 0.31 | 0.34 | 0.13 | 0.79 | 1.93 | -0.92 | 0.88 | 0.44 | 2.35 | 0.31 | 1.02 | 0.11 | 1.87 | -0.38 | 0.95 | -0.13 | 2.42 | 0.11 | 1.97 | -0.50 | NA |
| Standard Deviation(%) | NA | 19.05 | 21.00 | 25.39 | 25.04 | NA | NA | … | … | 21.12 | 23.78 | 18.72 | 20.45 | 38.40 | 22.20 | 42.19 | 17.11 | 20.52 | 11.54 | 18.38 | 16.26 | 14.59 | 12.01 | 14.37 | 26.47 | 20.37 | 28.81 | 38.06 | 17.20 | 14.62 | 22.08 | 15.71 | 19.01 | 26.65 | 25.21 | 30.44 | 15.93 | 23.47 | 15.19 | 14.31 | 11.39 | 14.00 | 13.53 | 13.58 | 18.56 | 20.98 | 13.24 | 12.52 | 0.00 |
| Draw Down(%) | NA | 16.76 | 27.68 | 50.51 | 50.51 | NA | NA | … | … | 16.60 | 26.70 | 9.42 | 19.12 | 44.55 | 17.58 | 39.63 | 9.87 | 27.38 | 6.35 | 18.38 | 16.83 | 13.12 | 4.95 | 9.48 | 23.17 | 14.46 | 20.78 | 53.91 | 9.42 | 15.52 | 11.82 | 16.05 | 15.59 | 36.75 | 22.16 | 22.55 | 14.26 | 36.23 | 13.41 | 20.27 | 8.39 | 13.24 | 8.80 | 21.53 | 10.11 | 28.40 | 10.05 | 17.63 | 10.17 |
| Yield(%) | 0.00 | 1.85 | 0.78 | 3.85 | 10.16 | 9.87 | 9.15 | … | … | 0.00 | 1.77 | 0.00 | 0.00 | 0.00 | 19.43 | 9.05 | 18.12 | 28.49 | 12.68 | 8.72 | 15.58 | 9.25 | 3.99 | 7.60 | 4.14 | 0.00 | 0.00 | 0.17 | 12.47 | 7.87 | 12.40 | 2.17 | 0.65 | 0.00 | 1.70 | 20.54 | 11.92 | 12.49 | 15.70 | 5.13 | 0.00 | 0.00 | 0.00 | 0.00 | 6.17 | 0.00 | 0.00 | 0.56 | 0.14 |
Data as of 06/04/2026, Common starting date is 12/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAAEX (WASATCH SMALL CAP GROWTH FUND INVESTOR CLASS SHARES) |
-17.01%
Feb 2006 – Feb 2009 |
-6.62%
Feb 2004 – Feb 2009 |
4.43%
Aug 2000 – Aug 2010 |
6.64%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAAEX (WASATCH SMALL CAP GROWTH FUND INVESTOR CLASS SHARES) |
35.36%
Aug 1998 – Aug 2001 |
28.07%
Feb 2016 – Feb 2021 |
19.63%
Sep 1990 – Sep 2000 |
16.07%
Nov 1988 – Nov 2003 |
Annualized Rolling Returns Comparison Chart