Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WGMVX (Wasatch Micro Cap Value Fund Institutional Class Shares) | -2.38% | 12.91% | 10.09% | 8.13% | NA | NA | NA | 4.74% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGMVX (Wasatch Micro Cap Value Fund Institutional Class Shares) | 02/03/2020 | 05/15/2025 |
The return data shown below all have the same latest date: 05/15/2025.
AR inception is since 02/03/2020.
AR inception is since 02/03/2020.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.79 | 12.91 | 10.09 | 8.13 | NA | NA | NA | 4.74 | -2.38 | 24.19 | 13.38 | -28.98 | 3.19 | 25.15 |
| Sharpe Ratio | NA | 0.23 | 0.22 | 0.18 | NA | NA | NA | 0.05 | -0.65 | 0.92 | 0.52 | -1.20 | 0.11 | 0.69 |
| Standard Deviation(%) | NA | 22.26 | 21.11 | 24.07 | NA | NA | NA | 27.28 | 26.06 | 19.23 | 17.79 | 25.47 | 29.69 | 40.01 |
| Draw Down(%) | NA | 23.89 | 23.89 | 49.91 | NA | NA | NA | 49.91 | 20.92 | 8.14 | 17.51 | 34.20 | 28.47 | 41.30 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGMVX (Wasatch Micro Cap Value Fund Institutional Class Shares) |
-11.26%
Apr 2021 - Apr 2024 |
6.38%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGMVX (Wasatch Micro Cap Value Fund Institutional Class Shares) |
9.95%
Mar 2020 - Mar 2023 |
10.12%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart