Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WAMVX (WASATCH MICRO CAP VALUE FUND INVESTOR CLASS SHARES) | -0.96% | 9.23% | 12.09% | 11.01% | 10.97% | 12.65% | 10.93% | 12.42% |
Data as of 07/18/2025, AR inception is 07/31/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAMVX (WASATCH MICRO CAP VALUE FUND INVESTOR CLASS SHARES) | 07/31/2003 | 07/18/2025 |
| 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 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 9.23 | 12.09 | 11.01 | 10.97 | 12.65 | 10.93 | 12.42 | -0.96 | 24.40 | 13.13 | -28.95 | 2.70 | 24.46 | 29.92 | -8.88 | 26.42 | 12.42 | 7.21 | -0.74 | 43.25 | 22.12 | -10.41 | 20.47 | 70.40 | -47.67 | 7.02 | 28.85 | 9.12 | 21.26 | 20.50 |
| Sharpe Ratio | NA | 0.46 | 0.48 | 0.48 | 0.48 | NA | NA | 0.56 | -0.15 | 0.92 | 0.51 | -1.19 | 0.09 | 0.62 | 2.09 | -0.71 | 2.81 | 0.94 | 0.55 | -0.06 | 3.91 | 1.62 | -0.41 | 1.18 | 2.86 | -1.53 | 0.28 | 2.32 | 0.41 | 1.68 | 6.14 |
| Standard Deviation(%) | NA | 22.54 | 20.44 | 20.65 | 20.28 | NA | NA | 19.11 | 23.55 | 19.27 | 17.64 | 25.62 | 29.83 | 38.70 | 13.64 | 14.51 | 9.22 | 12.93 | 13.11 | 12.62 | 11.05 | 13.75 | 25.17 | 17.29 | 24.62 | 31.57 | 14.44 | 11.09 | 16.95 | 12.09 | 8.98 |
| Draw Down(%) | NA | 23.66 | 23.66 | 38.69 | 41.30 | NA | NA | 61.05 | 20.83 | 8.21 | 17.61 | 34.12 | 28.57 | 41.30 | 8.19 | 24.43 | 3.33 | 12.08 | 10.41 | 13.21 | 4.33 | 10.79 | 25.00 | 15.02 | 19.86 | 57.19 | 13.46 | 11.54 | 12.26 | 16.07 | 2.52 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 8.58 | 8.94 | 12.17 | 10.28 | 13.39 | 0.00 | 0.00 | 0.00 | 0.00 | 23.26 | 16.22 | 10.69 | 10.86 | 9.38 | 1.88 | 11.71 | 13.71 | 21.22 | 11.48 | 0.00 | 0.35 | 0.67 | 0.00 | 15.06 | 21.82 | 10.27 | 12.40 | 0.00 |
Data as of 07/18/2025, AR inception is 07/31/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAMVX (WASATCH MICRO CAP VALUE FUND INVESTOR CLASS SHARES) |
-16.70%
Feb 2006 - Feb 2009 |
-4.99%
Feb 2004 - Feb 2009 |
7.22%
Apr 2006 - Apr 2016 |
8.36%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAMVX (WASATCH MICRO CAP VALUE FUND INVESTOR CLASS SHARES) |
32.25%
Dec 2018 - Dec 2021 |
29.21%
Feb 2009 - Feb 2014 |
19.56%
Sep 2011 - Sep 2021 |
16.26%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart