Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/12/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WICVX (WASATCH SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) | -5.60% | -13.34% | 4.31% | 10.49% | 5.91% | NA | NA | 8.68% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WICVX (WASATCH SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 02/06/2012 | 05/12/2025 |
The return data shown below all have the same latest date: 05/12/2025.
AR inception is since 02/06/2012.
AR inception is since 02/06/2012.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.07 | -13.34 | 4.31 | 10.49 | 5.91 | NA | NA | 8.68 | -5.60 | -3.32 | 27.12 | -23.26 | 16.22 | 12.68 | 23.83 | -9.40 | 19.79 | 19.93 | 0.23 | 7.18 | 38.21 | 5.77 |
| Sharpe Ratio | NA | -0.82 | -0.08 | 0.23 | 0.16 | NA | NA | 0.31 | -0.93 | -0.39 | 1.17 | -0.84 | 0.71 | 0.27 | 1.45 | -0.65 | 1.72 | 1.16 | 0.01 | 0.52 | 2.97 | 0.41 |
| Standard Deviation(%) | NA | 28.76 | 25.37 | 25.52 | 24.31 | NA | NA | 22.22 | 29.74 | 25.24 | 19.77 | 29.27 | 22.75 | 45.80 | 15.41 | 16.48 | 11.21 | 17.05 | 15.43 | 13.71 | 12.87 | 15.65 |
| Draw Down(%) | NA | 38.26 | 38.26 | 38.26 | 46.25 | NA | NA | 46.25 | 24.45 | 22.39 | 14.85 | 29.67 | 17.73 | 46.25 | 8.08 | 21.95 | 5.18 | 14.79 | 13.52 | 12.66 | 5.15 | 11.79 |
| Yield(%) | 0.00 | 0.18 | 0.08 | 0.12 | 2.08 | 2.31 | 1.73 | 2.66 | 0.00 | 0.19 | 0.00 | 0.00 | 0.17 | 0.00 | 1.52 | 7.35 | 7.55 | 0.27 | 0.57 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WICVX (WASATCH SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
-6.05%
Mar 2017 - Mar 2020 |
-1.19%
Mar 2015 - Mar 2020 |
5.04%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WICVX (WASATCH SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
21.90%
May 2012 - May 2015 |
17.38%
Feb 2016 - Feb 2021 |
11.61%
May 2012 - May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart