Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WHOSX (WASATCH-HOISINGTON U.S. TREASURY FUND INVESTOR CLASS SHARES) | -2.33% | -6.48% | -9.02% | -12.51% | -1.89% | 1.38% | 2.63% | 5.13% |
Data as of 07/25/2025, AR inception is 12/30/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WHOSX (WASATCH-HOISINGTON U.S. TREASURY 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 (%) | 1.62 | -6.48 | -9.02 | -12.51 | -1.89 | 1.38 | 2.63 | 5.13 | -2.33 | -10.95 | 1.39 | -34.13 | -4.94 | 20.05 | 17.15 | -3.84 | 10.46 | 0.57 | -2.95 | 32.57 | -16.70 | 2.80 | 41.45 | 9.97 | -22.58 | 37.75 | 10.03 | -0.17 | 10.48 | 10.21 | 1.29 | 16.83 | 2.84 | 22.36 | -12.35 | 14.65 | 15.73 | 7.85 | 11.50 | 1.59 | -0.61 | -1.14 | 11.81 | 10.51 | 11.47 | 8.50 | 0.96 |
| Sharpe Ratio | NA | -0.55 | -0.68 | -0.81 | -0.19 | NA | NA | 0.21 | -0.41 | -0.84 | -0.12 | -1.66 | -0.31 | 0.81 | 1.09 | -0.45 | 0.82 | 0.02 | -0.17 | 2.73 | -1.18 | 0.17 | 1.82 | 0.50 | -1.00 | 1.85 | 0.59 | -0.39 | 0.75 | 0.78 | 0.04 | 1.28 | 0.03 | 1.90 | -1.45 | 1.10 | 1.36 | 0.54 | 2.76 | -0.19 | -0.59 | -0.52 | 1.44 | 0.50 | 0.97 | 0.64 | NA |
| Standard Deviation(%) | NA | 17.46 | 18.35 | 18.02 | 17.21 | NA | NA | 14.00 | 17.30 | 17.40 | 18.37 | 21.43 | 16.14 | 24.48 | 14.32 | 11.73 | 12.04 | 15.26 | 17.31 | 11.91 | 14.21 | 16.31 | 22.77 | 19.93 | 22.73 | 19.75 | 11.77 | 9.30 | 10.95 | 11.78 | 14.51 | 12.23 | 12.86 | 9.54 | 10.88 | 10.15 | 8.84 | 7.65 | 2.72 | 7.67 | 4.72 | 6.91 | 5.45 | 10.02 | 5.66 | 5.66 | 0.00 |
| Draw Down(%) | NA | 19.91 | 30.88 | 52.41 | 53.95 | NA | NA | 53.95 | 12.79 | 15.78 | 24.07 | 39.67 | 18.02 | 18.97 | 9.90 | 12.70 | 5.69 | 20.88 | 17.43 | 6.00 | 19.19 | 11.25 | 12.64 | 18.38 | 25.68 | 9.56 | 9.43 | 11.80 | 8.66 | 12.99 | 18.31 | 7.38 | 11.93 | 7.38 | 13.35 | 9.03 | 6.00 | 4.71 | 0.91 | 4.48 | 4.50 | 5.56 | 2.28 | 6.19 | 3.06 | 2.66 | 0.00 |
| Yield(%) | 0.00 | 2.69 | 2.29 | 2.44 | 3.71 | 4.65 | 4.94 | 6.65 | 0.92 | 3.31 | 2.83 | 1.63 | 1.24 | 8.82 | 2.08 | 2.12 | 2.12 | 9.83 | 6.56 | 3.06 | 2.44 | 4.28 | 9.45 | 11.32 | 5.19 | 3.78 | 4.52 | 3.93 | 2.18 | 4.81 | 5.44 | 5.36 | 6.14 | 5.64 | 5.71 | 2.93 | 5.42 | 5.00 | 4.71 | 5.90 | 0.19 | 5.03 | 6.72 | 8.15 | 7.31 | 12.30 | 5.85 |
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 |
|---|---|---|---|---|
| WHOSX (WASATCH-HOISINGTON U.S. TREASURY FUND INVESTOR CLASS SHARES) |
-19.09%
Oct 2020 - Oct 2023 |
-11.81%
May 2020 - May 2025 |
-2.93%
Jan 2015 - Jan 2025 |
1.44%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WHOSX (WASATCH-HOISINGTON U.S. TREASURY FUND INVESTOR CLASS SHARES) |
17.41%
Jul 2009 - Jul 2012 |
14.60%
Jul 2007 - Jul 2012 |
10.70%
May 2002 - May 2012 |
9.88%
May 1997 - May 2012 |
Annualized Rolling Returns Comparison Chart