Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WILCX (WASATCH LARGE CAP VALUE FUND INSTITUTIONAL CLASS SHARES) | 11.92% | 28.23% | 19.28% | 9.11% | 10.41% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WILCX (WASATCH LARGE 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 (%) | -1.12 | 28.23 | 19.28 | 9.11 | 10.41 | NA | NA | … | … | 11.92 | 31.08 | 8.84 | 5.75 | -5.69 | 21.67 | 2.19 | 17.47 | -5.53 | 11.50 | 16.03 | -2.99 | 5.98 | 25.96 | 3.26 |
| Sharpe Ratio | NA | 3.03 | 1.62 | 0.56 | 0.56 | NA | NA | … | … | 2.97 | 2.45 | 0.56 | 0.21 | -0.39 | 1.53 | 0.05 | 1.70 | -0.57 | 1.74 | 1.15 | -0.20 | 0.52 | 2.42 | 0.28 |
| Standard Deviation(%) | NA | 9.16 | 10.35 | 12.83 | 15.86 | NA | NA | … | … | 10.73 | 11.58 | 9.38 | 9.95 | 18.47 | 14.15 | 35.38 | 9.41 | 12.17 | 6.26 | 13.74 | 15.42 | 11.41 | 10.72 | 12.96 |
| Draw Down(%) | NA | 6.98 | 9.54 | 18.55 | 39.38 | NA | NA | … | … | 6.98 | 9.54 | 6.92 | 8.97 | 18.55 | 8.77 | 39.38 | 7.76 | 14.65 | 3.34 | 10.07 | 13.80 | 10.04 | 5.29 | 10.67 |
| Yield(%) | 0.00 | 5.83 | 6.49 | 4.25 | 6.61 | 7.65 | 5.74 | … | … | 0.00 | 7.31 | 9.12 | 3.53 | 2.35 | 1.88 | 1.86 | 4.50 | 14.84 | 15.76 | 5.42 | 10.34 | 27.56 | 38.39 | 2.39 |
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 |
|---|---|---|---|---|
| WILCX (WASATCH LARGE CAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
-4.71%
Mar 2017 – Mar 2020 |
0.15%
Mar 2015 – Mar 2020 |
5.63%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WILCX (WASATCH LARGE CAP VALUE FUND INSTITUTIONAL CLASS SHARES) |
20.39%
May 2023 – May 2026 |
15.89%
Mar 2020 – Mar 2025 |
11.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart