Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WILSX (WASATCH LONG/SHORT FUND INSTITUTIONAL CLASS SHARES) | NA | -2.84% | 7.18% | -0.59% | NA | NA | NA | … | … |
Data as of 01/11/2019, Common starting date is 12/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WILSX (WASATCH LONG/SHORT FUND INSTITUTIONAL CLASS SHARES) | 12/14/2012 | 01/11/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.84 | 7.18 | -0.59 | NA | NA | NA | … | … | 0.00 | -0.76 | -1.80 | 18.69 | -16.09 | -2.14 | 16.59 | 1.02 |
| Sharpe Ratio | NA | -0.60 | 0.61 | -0.13 | NA | NA | NA | … | … | 0.00 | -0.24 | -0.39 | 1.33 | -1.20 | -0.23 | 1.70 | 2.11 |
| Standard Deviation(%) | NA | 8.56 | 9.95 | 10.71 | NA | NA | NA | … | … | NA | 8.66 | 6.18 | 13.86 | 13.41 | 9.27 | 9.77 | 13.71 |
| Draw Down(%) | NA | 11.33 | 11.33 | 27.72 | NA | NA | NA | … | … | 0.00 | 11.33 | 9.10 | 7.80 | 20.49 | 10.51 | 4.83 | 2.69 |
| Yield(%) | 0.00 | 0.92 | 0.40 | 2.97 | 1.73 | 1.15 | 0.86 | … | … | 0.00 | 0.94 | 0.00 | 0.04 | 8.48 | 6.11 | 0.00 | 0.00 |
Data as of 01/11/2019, Common starting date is 12/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WILSX (WASATCH LONG/SHORT FUND INSTITUTIONAL CLASS SHARES) |
-4.54%
Jun 2014 – Jun 2017 |
-1.09%
Nov 2013 – Nov 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WILSX (WASATCH LONG/SHORT FUND INSTITUTIONAL CLASS SHARES) |
5.68%
Sep 2015 – Sep 2018 |
1.69%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart