Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WAGOX (WASATCH GLOBAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) | 4.65% | 13.13% | 11.53% | 8.68% | 9.56% | 10.96% | NA | 14.27% |
Data as of 07/03/2025, AR inception is 11/18/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAGOX (WASATCH GLOBAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) | 11/18/2008 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.81 | 13.13 | 11.53 | 8.68 | 9.56 | 10.96 | NA | 14.27 | 4.65 | 6.62 | 25.57 | -35.02 | 21.41 | 42.28 | 33.10 | -7.41 | 37.73 | -4.46 | 3.49 | -0.51 | 25.35 | 25.49 | -9.05 | 26.31 | 57.40 | 13.20 |
| Sharpe Ratio | NA | 0.48 | 0.44 | 0.34 | 0.39 | NA | NA | 0.64 | 0.28 | 0.19 | 1.36 | -1.18 | 1.20 | 1.17 | 2.18 | -0.50 | 3.86 | -0.29 | 0.24 | -0.05 | 2.21 | 1.89 | -0.33 | 1.58 | 2.56 | 4.52 |
| Standard Deviation(%) | NA | 20.43 | 19.78 | 21.03 | 20.86 | NA | NA | 19.97 | 23.44 | 15.63 | 16.31 | 31.05 | 17.80 | 35.61 | 14.50 | 17.51 | 9.66 | 16.04 | 14.48 | 11.69 | 11.46 | 13.56 | 27.73 | 16.56 | 22.40 | 42.84 |
| Draw Down(%) | NA | 22.42 | 22.42 | 44.06 | 44.06 | NA | NA | 44.06 | 22.17 | 8.52 | 17.11 | 39.96 | 13.28 | 37.50 | 7.14 | 23.80 | 6.40 | 17.46 | 13.97 | 9.35 | 8.80 | 9.52 | 24.36 | 13.16 | 17.75 | 8.12 |
| Yield(%) | 0.00 | 8.82 | 4.27 | 5.47 | 7.54 | 9.79 | 13.04 | 16.30 | 0.00 | 8.84 | 0.00 | 1.46 | 9.03 | 2.72 | 10.60 | 14.47 | 13.64 | 8.18 | 12.35 | 14.70 | 12.33 | 13.64 | 9.84 | 3.97 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 11/18/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGOX (WASATCH GLOBAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) |
-5.42%
Apr 2021 - Apr 2024 |
3.76%
Mar 2015 - Mar 2020 |
6.67%
Oct 2013 - Oct 2023 |
9.39%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGOX (WASATCH GLOBAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) |
31.98%
Dec 2018 - Dec 2021 |
25.90%
Feb 2009 - Feb 2014 |
16.82%
Sep 2011 - Sep 2021 |
14.28%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart