Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WASIX (WASATCH STRATEGIC INCOME FUND INVESTOR CLASS SHARES) | NA | -11.43% | 5.33% | 0.56% | 2.15% | 5.60% | NA | … | … |
Data as of 09/23/2025, Common starting date is 02/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WASIX (WASATCH STRATEGIC INCOME FUND INVESTOR CLASS SHARES) | 02/08/2006 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -11.43 | 5.33 | 0.56 | 2.15 | 5.60 | NA | … | … | -9.27 | 5.22 | 8.39 | -26.53 | 14.16 | 4.42 | 22.27 | -6.80 | 14.32 | 7.19 | -10.95 | 13.26 | 33.25 | 11.29 | 6.35 | 19.88 | 38.04 | -40.56 | -2.02 | 19.13 |
| Sharpe Ratio | NA | -1.39 | 0.15 | -0.10 | 0.04 | NA | NA | … | … | -1.43 | -0.11 | 0.30 | -1.35 | 0.69 | 0.13 | 2.24 | -0.62 | 2.22 | 0.54 | -0.79 | 1.26 | 3.30 | 0.92 | 0.27 | 1.30 | 1.44 | -0.99 | -0.25 | 1.93 |
| Standard Deviation(%) | NA | 10.42 | 12.99 | 16.23 | 16.65 | NA | NA | … | … | 10.88 | 11.94 | 13.75 | 20.72 | 20.37 | 31.03 | 9.32 | 13.14 | 6.19 | 13.00 | 13.87 | 10.51 | 10.08 | 12.27 | 23.44 | 15.23 | 26.44 | 41.62 | 19.81 | 9.50 |
| Draw Down(%) | NA | 13.20 | 15.78 | 46.73 | 46.73 | NA | NA | … | … | 13.20 | 9.34 | 15.78 | 36.60 | 16.71 | 42.39 | 5.47 | 17.52 | 2.37 | 14.47 | 18.25 | 7.02 | 6.24 | 10.93 | 19.62 | 10.42 | 24.26 | 54.20 | 15.36 | 6.95 |
| Yield(%) | 0.00 | 0.51 | 3.23 | 2.04 | 2.83 | 4.86 | 4.16 | … | … | 0.52 | 0.00 | 2.47 | 4.19 | 1.51 | 0.47 | 6.27 | 1.70 | 2.03 | 1.84 | 6.82 | 8.42 | 5.27 | 2.24 | 2.72 | 3.75 | 5.56 | 3.19 | 14.88 | 4.57 |
Data as of 09/23/2025, Common starting date is 02/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASIX (WASATCH STRATEGIC INCOME FUND INVESTOR CLASS SHARES) |
-13.11%
Mar 2006 – Mar 2009 |
-3.86%
Mar 2015 – Mar 2020 |
0.83%
May 2015 – May 2025 |
3.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WASIX (WASATCH STRATEGIC INCOME FUND INVESTOR CLASS SHARES) |
28.86%
Feb 2009 – Feb 2012 |
24.98%
Feb 2009 – Feb 2014 |
13.97%
Feb 2009 – Feb 2019 |
9.18%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart