Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGROX (WASATCH CORE GROWTH FUND INVESTOR CLASS SHARES) | 3.25% | -2.30% | 9.13% | 0.88% | 10.70% | 11.03% | 9.06% | … | … |
Data as of 06/04/2026, Common starting date is 12/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGROX (WASATCH CORE GROWTH FUND INVESTOR CLASS SHARES) | 12/30/1987 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | -2.30 | 9.13 | 0.88 | 10.70 | 11.03 | 9.06 | … | … | 3.25 | -10.37 | 13.13 | 33.43 | -30.86 | 20.76 | 36.73 | 33.31 | -3.75 | 24.29 | 10.54 | 4.03 | 6.10 | 30.18 | 19.19 | 5.09 | 24.99 | 45.16 | -44.33 | 6.54 | 6.67 | -5.35 | 21.65 | 38.46 | -22.89 | 28.78 | 37.75 | 19.34 | 1.44 | 27.65 | 16.56 | 40.44 | -23.32 | 1.61 | 0.20 | 38.25 | 8.87 | 24.82 | 3.18 | -3.51 |
| Sharpe Ratio | NA | -0.20 | 0.31 | -0.08 | 0.39 | NA | NA | … | … | 0.12 | -0.56 | 0.53 | 1.57 | -1.00 | 1.14 | 0.88 | 1.99 | -0.27 | 2.18 | 0.60 | 0.27 | 0.44 | 2.44 | 1.42 | 0.19 | 1.32 | 1.53 | -1.08 | 0.19 | 0.24 | -0.48 | 1.48 | 2.27 | -0.92 | 1.16 | 1.38 | 0.92 | -0.10 | 1.90 | 1.19 | 4.00 | -0.85 | -0.04 | -0.21 | 2.13 | 0.16 | 1.75 | -0.16 | NA |
| Standard Deviation(%) | NA | 19.14 | 20.43 | 22.95 | 23.18 | NA | NA | … | … | 20.95 | 23.75 | 18.01 | 19.17 | 32.24 | 18.26 | 41.23 | 16.03 | 18.76 | 10.90 | 17.16 | 14.54 | 13.95 | 12.34 | 13.58 | 26.04 | 18.85 | 29.37 | 41.81 | 17.63 | 13.49 | 15.79 | 13.97 | 16.64 | 26.15 | 23.14 | 24.33 | 17.32 | 21.25 | 12.55 | 10.74 | 9.12 | 30.90 | 13.47 | 10.78 | 16.06 | 20.56 | 10.80 | 10.54 | 0.00 |
| Draw Down(%) | NA | 15.89 | 27.61 | 40.16 | 40.16 | NA | NA | … | … | 14.90 | 25.02 | 9.49 | 14.33 | 36.78 | 10.89 | 38.11 | 6.54 | 26.45 | 5.74 | 15.66 | 11.69 | 10.48 | 5.41 | 9.48 | 20.29 | 13.84 | 27.06 | 58.30 | 14.48 | 15.02 | 12.69 | 11.40 | 17.59 | 43.11 | 21.36 | 15.30 | 13.41 | 34.55 | 9.36 | 13.01 | 5.03 | 27.07 | 11.80 | 17.88 | 7.77 | 20.59 | 10.53 | 12.53 | 3.51 |
| Yield(%) | 0.00 | 7.45 | 7.01 | 6.06 | 10.33 | 11.88 | 9.14 | … | … | 0.00 | 7.09 | 9.73 | 0.00 | 0.49 | 17.61 | 9.13 | 12.92 | 8.80 | 7.26 | 0.17 | 11.80 | 2.63 | 1.73 | 0.00 | 0.00 | 0.00 | 0.03 | 0.80 | 19.62 | 8.97 | 0.40 | 4.18 | 0.08 | 0.00 | 7.73 | 10.29 | 2.47 | 3.59 | 9.83 | 8.66 | 2.97 | 0.00 | 0.00 | 0.00 | 5.33 | 7.12 | 1.27 | 1.21 | 0.23 |
Data as of 06/04/2026, Common starting date is 12/30/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGROX (WASATCH CORE GROWTH FUND INVESTOR CLASS SHARES) |
-20.10%
Feb 2006 – Feb 2009 |
-10.48%
Feb 2004 – Feb 2009 |
3.57%
May 2002 – May 2012 |
5.64%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGROX (WASATCH CORE GROWTH FUND INVESTOR CLASS SHARES) |
36.77%
Aug 1998 – Aug 2001 |
27.98%
Feb 2009 – Feb 2014 |
19.58%
Feb 2009 – Feb 2019 |
17.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart