Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WGROX (WASATCH CORE GROWTH FUND INVESTOR CLASS SHARES) | -3.15% | 3.98% | 11.32% | 9.05% | 10.96% | 13.05% | 8.84% | 11.09% |
Data as of 07/25/2025, AR inception is 12/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGROX (WASATCH CORE GROWTH FUND INVESTOR CLASS SHARES) | 12/30/1987 | 07/25/2025 |
| 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.17 | 3.98 | 11.32 | 9.05 | 10.96 | 13.05 | 8.84 | 11.09 | -3.15 | 4.15 | 33.43 | -31.32 | 2.91 | 27.28 | 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 | 0.03 | 0.35 | 0.32 | 0.41 | NA | NA | 0.43 | -0.32 | -0.12 | 1.54 | -1.02 | 0.11 | 0.65 | 1.99 | -0.27 | 2.18 | 0.60 | 0.27 | 0.44 | 2.44 | 1.42 | 0.19 | 1.32 | 1.53 | -1.08 | 0.20 | 0.25 | -0.48 | 1.48 | 2.27 | -0.92 | 1.16 | 1.38 | 0.93 | -0.09 | 1.91 | 1.21 | 4.01 | -0.85 | -0.03 | -0.20 | 2.14 | 0.17 | 1.77 | -0.14 | NA |
| Standard Deviation(%) | NA | 23.84 | 22.62 | 22.94 | 23.09 | NA | NA | 20.57 | 27.23 | 20.14 | 19.17 | 32.31 | 25.32 | 41.56 | 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 | 27.61 | 27.61 | 40.16 | 40.16 | NA | NA | 61.61 | 25.02 | 16.68 | 14.33 | 36.78 | 24.06 | 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 | 9.11 | 4.22 | 8.01 | 9.04 | 13.42 | 7.68 | 24.50 | 0.00 | 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 07/25/2025, AR inception 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