Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WICVX (WASATCH SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 8.80% | 12.64% | 13.93% | 2.40% | 9.37% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WICVX (WASATCH SMALL CAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 02/06/2012 | 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 12.64 | 13.93 | 2.40 | 9.37 | NA | NA | … | … | 8.80 | -3.51 | 11.73 | 31.97 | -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 | 0.53 | 0.52 | -0.01 | 0.33 | NA | NA | … | … | 0.86 | -0.28 | 0.41 | 1.42 | -0.85 | 0.71 | 0.27 | 1.45 | -0.66 | 1.71 | 1.16 | 0.01 | 0.52 | 2.97 | 0.41 |
| Standard Deviation(%) | NA | 18.62 | 20.86 | 23.00 | 23.93 | NA | NA | … | … | 20.33 | 22.96 | 19.78 | 20.05 | 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 | 11.99 | 28.64 | 37.18 | 46.25 | NA | NA | … | … | 11.83 | 24.45 | 10.31 | 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 | 6.05 | 10.35 | 4.75 | 6.43 | 6.91 | 5.18 | … | … | 0.00 | 5.67 | 16.59 | 4.61 | 0.00 | 0.17 | 0.00 | 1.52 | 7.35 | 7.55 | 0.27 | 0.57 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 02/06/2012
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 |
6.84%
Oct 2013 – Oct 2023 |
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