Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIGRX (WASATCH CORE GROWTH FUND INSTITUTIONAL CLASS SHARES) | 3.30% | -2.19% | 9.25% | 1.01% | 10.84% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIGRX (WASATCH CORE GROWTH 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 (%) | 0.47 | -2.19 | 9.25 | 1.01 | 10.84 | NA | NA | … | … | 3.30 | -14.94 | 4.43 | 33.58 | -31.21 | 3.27 | 27.57 | 33.49 | -3.63 | 24.47 | 10.71 | 4.09 | 6.18 | 30.27 | 9.35 |
| Sharpe Ratio | NA | -0.20 | 0.31 | -0.07 | 0.40 | NA | NA | … | … | 0.13 | -0.73 | -0.11 | 1.54 | -1.01 | 0.13 | 0.65 | 2.00 | -0.26 | 2.20 | 0.61 | 0.28 | 0.44 | 2.45 | 0.77 |
| Standard Deviation(%) | NA | 19.15 | 20.43 | 22.96 | 23.18 | NA | NA | … | … | 20.96 | 24.83 | 20.05 | 19.18 | 32.32 | 25.16 | 41.56 | 16.04 | 18.75 | 10.88 | 17.12 | 14.54 | 13.93 | 12.34 | 13.61 |
| Draw Down(%) | NA | 15.82 | 27.59 | 40.07 | 40.07 | NA | NA | … | … | 14.87 | 25.00 | 16.54 | 14.32 | 36.70 | 23.88 | 38.10 | 6.52 | 26.43 | 5.72 | 15.67 | 11.67 | 10.46 | 5.41 | 9.43 |
| Yield(%) | 0.00 | 7.29 | 6.89 | 5.98 | 10.30 | 10.92 | 8.19 | … | … | 0.00 | 6.94 | 9.54 | 0.00 | 0.48 | 17.38 | 9.04 | 12.82 | 8.75 | 7.23 | 0.23 | 11.77 | 2.62 | 1.73 | 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 |
|---|---|---|---|---|
| WIGRX (WASATCH CORE GROWTH FUND INSTITUTIONAL CLASS SHARES) |
-1.85%
Apr 2021 – Apr 2024 |
0.17%
Apr 2021 – Apr 2026 |
9.55%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIGRX (WASATCH CORE GROWTH FUND INSTITUTIONAL CLASS SHARES) |
30.25%
Dec 2018 – Dec 2021 |
23.21%
Feb 2016 – Feb 2021 |
14.33%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart