Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WAGCX (Wasatch Greater China Fund Investor Class Shares) | -1.08% | -6.31% | -9.84% | NA | NA | NA | NA | -16.71% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAGCX (Wasatch Greater China Fund Investor Class Shares) | 12/01/2020 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 12/01/2020.
AR inception is since 12/01/2020.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.31 | -9.84 | NA | NA | NA | NA | -16.71 | -1.08 | -3.09 | -25.08 | -30.14 | -9.79 | 6.35 |
| Sharpe Ratio | NA | -0.11 | -0.21 | NA | NA | NA | NA | -0.31 | -0.03 | -0.40 | -1.61 | -1.12 | -0.41 | 7.09 |
| Standard Deviation(%) | NA | 116.20 | 69.20 | NA | NA | NA | NA | 58.69 | 193.33 | 24.06 | 18.32 | 28.33 | 24.10 | 15.41 |
| Draw Down(%) | NA | 55.21 | 55.21 | NA | NA | NA | NA | 66.48 | 55.21 | 18.70 | 37.03 | 44.47 | 26.48 | 2.46 |
| Yield(%) | 0.00 | 0.06 | 2.04 | 0.80 | 0.40 | 0.27 | 0.20 | 1.00 | 0.00 | 0.06 | 0.19 | 4.04 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGCX (Wasatch Greater China Fund Investor Class Shares) |
-27.20%
Jan 2021 - Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGCX (Wasatch Greater China Fund Investor Class Shares) |
-12.04%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart