Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WAIOX (WASATCH INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) | 13.76% | 7.96% | 5.71% | -1.15% | 4.72% | 7.15% | 7.60% | 7.63% |
Data as of 07/23/2025, AR inception is 02/03/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAIOX (WASATCH INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) | 02/03/2005 | 07/23/2025 |
| 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.29 | 7.96 | 5.71 | -1.15 | 4.72 | 7.15 | 7.60 | 7.63 | 13.76 | -4.49 | 10.64 | -36.63 | -1.36 | 41.74 | 32.19 | -14.68 | 27.68 | 4.29 | 9.46 | 3.08 | 19.37 | 31.79 | -16.13 | 26.82 | 75.04 | -54.72 | 15.15 | 31.51 | 20.00 |
| Sharpe Ratio | NA | 0.31 | 0.27 | -0.17 | 0.20 | NA | NA | 0.36 | 1.48 | -0.58 | 0.51 | -1.54 | -0.10 | 1.48 | 2.83 | -1.13 | 3.88 | 0.36 | 0.87 | 0.43 | 2.01 | 2.72 | -0.59 | 1.66 | 3.28 | -1.67 | 0.65 | 1.89 | 2.02 |
| Standard Deviation(%) | NA | 16.37 | 16.12 | 17.26 | 16.51 | NA | NA | 17.65 | 16.63 | 14.07 | 13.73 | 24.78 | 14.43 | 27.95 | 10.85 | 14.23 | 6.99 | 11.36 | 10.88 | 7.09 | 9.61 | 11.79 | 27.29 | 16.10 | 22.82 | 33.19 | 18.53 | 14.93 | 9.84 |
| Draw Down(%) | NA | 15.81 | 19.67 | 50.21 | 50.21 | NA | NA | 68.15 | 11.22 | 10.03 | 16.72 | 44.94 | 15.05 | 31.52 | 5.83 | 21.41 | 2.93 | 11.46 | 11.11 | 7.86 | 11.15 | 9.91 | 22.50 | 14.59 | 22.31 | 61.82 | 19.70 | 19.68 | 7.28 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 3.52 | 4.34 | 6.10 | 7.43 | 7.47 | 0.00 | 0.00 | 0.00 | 0.00 | 12.19 | 2.72 | 3.09 | 2.26 | 8.35 | 0.00 | 4.96 | 10.35 | 6.76 | 0.00 | 10.00 | 3.77 | 1.57 | 0.18 | 22.56 | 7.55 | 0.00 |
Data as of 07/23/2025, AR inception is 02/03/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAIOX (WASATCH INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) |
-18.16%
Feb 2006 - Feb 2009 |
-3.03%
May 2007 - May 2012 |
3.28%
Oct 2013 - Oct 2023 |
3.28%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAIOX (WASATCH INTERNATIONAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) |
36.13%
Feb 2009 - Feb 2012 |
27.86%
Feb 2009 - Feb 2014 |
17.13%
Feb 2009 - Feb 2019 |
12.15%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart