Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIAEX (WASATCH SMALL CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) | -1.52% | -5.78% | 5.99% | -5.12% | 8.77% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIAEX (WASATCH SMALL CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) | 02/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.16 | -5.78 | 5.99 | -5.12 | 8.77 | NA | NA | … | … | -1.52 | -8.17 | 15.63 | 21.33 | -40.19 | -11.76 | 45.46 | 40.46 | 2.55 | 21.94 | 18.33 |
| Sharpe Ratio | NA | -0.37 | 0.15 | -0.31 | 0.29 | NA | NA | … | … | -0.36 | -0.47 | 0.48 | 0.84 | -1.09 | -0.37 | 1.06 | 2.28 | 0.06 | 1.87 | 1.16 |
| Standard Deviation(%) | NA | 19.03 | 21.00 | 25.40 | 25.04 | NA | NA | … | … | 21.11 | 23.87 | 18.74 | 20.48 | 38.39 | 31.96 | 42.41 | 17.11 | 20.52 | 11.45 | 17.12 |
| Draw Down(%) | NA | 16.71 | 27.66 | 50.45 | 50.45 | NA | NA | … | … | 16.58 | 26.69 | 9.40 | 19.08 | 44.49 | 32.51 | 39.64 | 9.87 | 27.34 | 6.35 | 8.99 |
| Yield(%) | 0.00 | 1.81 | 0.76 | 3.80 | 10.15 | 7.64 | 5.73 | … | … | 0.00 | 1.73 | 0.00 | 0.00 | 0.00 | 19.19 | 8.95 | 17.97 | 28.36 | 12.65 | 9.60 |
Data as of 06/04/2026, Common starting date is 02/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIAEX (WASATCH SMALL CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) |
-11.76%
Apr 2021 – Apr 2024 |
-6.15%
Apr 2021 – Apr 2026 |
8.60%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIAEX (WASATCH SMALL CAP GROWTH FUND INSTITUTIONAL CLASS SHARES) |
32.83%
Dec 2018 – Dec 2021 |
26.71%
Apr 2016 – Apr 2021 |
9.05%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart