Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WAEMX (WASATCH EMERGING MARKETS SMALL CAP FUND INVESTOR CLASS SHARES) | 2.15% | -1.73% | 5.48% | 4.34% | 4.79% | 5.48% | NA | 4.72% |
Data as of 07/07/2025, AR inception is 10/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAEMX (WASATCH EMERGING MARKETS SMALL CAP FUND INVESTOR CLASS SHARES) | 10/03/2007 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.38 | -1.73 | 5.48 | 4.34 | 4.79 | 5.48 | NA | 4.72 | 2.15 | -2.21 | 21.20 | -38.76 | 30.16 | 32.79 | 27.44 | -18.95 | 38.20 | -3.72 | -9.36 | 0.91 | -3.61 | 27.74 | -14.01 | 41.21 | 116.67 | -57.14 | -2.00 |
| Sharpe Ratio | NA | -0.25 | 0.21 | 0.17 | 0.17 | NA | NA | 0.19 | 0.18 | -0.43 | 1.40 | -1.64 | 1.78 | 1.07 | 2.06 | -1.32 | 4.10 | -0.27 | -0.58 | 0.10 | -0.28 | 2.13 | -0.71 | 2.44 | 4.88 | -1.65 | -0.52 |
| Standard Deviation(%) | NA | 17.17 | 16.02 | 17.66 | 18.02 | NA | NA | 18.96 | 18.99 | 13.64 | 12.61 | 24.65 | 16.97 | 30.39 | 12.61 | 15.48 | 9.21 | 14.41 | 16.16 | 9.28 | 13.15 | 13.14 | 19.86 | 16.84 | 23.90 | 35.18 | 19.90 |
| Draw Down(%) | NA | 25.56 | 25.56 | 44.88 | 44.88 | NA | NA | 66.35 | 17.73 | 10.48 | 11.97 | 43.16 | 9.88 | 36.12 | 6.84 | 28.23 | 4.04 | 15.93 | 21.33 | 9.79 | 20.71 | 12.31 | 22.96 | 14.56 | 19.10 | 64.29 | 11.06 |
| Yield(%) | 0.00 | 5.88 | 3.31 | 5.31 | 4.58 | 4.39 | 3.24 | 3.81 | 0.00 | 6.03 | 0.00 | 1.96 | 7.34 | 8.79 | 7.04 | 9.14 | 0.00 | 0.00 | 0.00 | 0.15 | 2.04 | 0.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/07/2025, AR inception is 10/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAEMX (WASATCH EMERGING MARKETS SMALL CAP FUND INVESTOR CLASS SHARES) |
-10.13%
Dec 2021 - Dec 2024 |
-2.27%
Oct 2013 - Oct 2018 |
2.30%
Apr 2013 - Apr 2023 |
4.18%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAEMX (WASATCH EMERGING MARKETS SMALL CAP FUND INVESTOR CLASS SHARES) |
51.35%
Feb 2009 - Feb 2012 |
28.97%
Nov 2008 - Nov 2013 |
14.36%
Feb 2009 - Feb 2019 |
12.37%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart