Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGMCX (Wasatch Ultra Growth Fund Institutional Class Shares) | 3.33% | 12.32% | 6.72% | -4.91% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGMCX (Wasatch Ultra Growth Fund Institutional Class Shares) | 02/03/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.39 | 12.32 | 6.72 | -4.91 | NA | NA | NA | … | … | 3.33 | 0.12 | 8.38 | 19.41 | -39.60 | 5.34 | 64.30 |
| Sharpe Ratio | NA | 0.79 | 0.22 | -0.24 | NA | NA | NA | … | … | 0.65 | -0.11 | 0.23 | 0.69 | -1.01 | 0.22 | 1.81 |
| Standard Deviation(%) | NA | 21.34 | 23.18 | 27.36 | NA | NA | NA | … | … | 23.67 | 25.55 | 20.86 | 22.95 | 40.71 | 23.61 | 39.70 |
| Draw Down(%) | NA | 16.86 | 33.17 | 53.04 | NA | NA | NA | … | … | 16.84 | 31.06 | 11.59 | 26.30 | 44.09 | 17.64 | 35.35 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.13 | 2.29 | 1.52 | 1.14 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 11.42 | 4.76 |
Data as of 06/05/2026, Common starting date is 02/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGMCX (Wasatch Ultra Growth Fund Institutional Class Shares) |
-13.00%
Apr 2021 – Apr 2024 |
-6.85%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGMCX (Wasatch Ultra Growth Fund Institutional Class Shares) |
12.13%
Mar 2020 – Mar 2023 |
7.79%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart