Select Page
Performance Comparison
Comparison Box

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) -2.81% -5.92% -9.17% -12.65% -1.89% 1.35% 2.60% 5.11%
Data as of 07/24/2025, 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 07/24/2025
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 (%) 1.43 -5.92 -9.17 -12.65 -1.89 1.35 2.60 5.11 -2.81 -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 -0.74 -0.67 -0.81 -0.18 NA NA 0.21 -0.58 -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 17.51 18.40 18.01 17.21 NA NA 14.00 17.43 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 2.72 2.29 2.44 3.73 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 07/24/2025, 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