Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WMCVX (WASATCH SMALL CAP VALUE FUND INVESTOR CLASS SHARES) | 8.82% | 12.59% | 13.83% | 2.27% | 9.22% | 9.56% | 6.88% | … | … |
Data as of 06/04/2026, Common starting date is 04/29/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMCVX (WASATCH SMALL CAP VALUE FUND INVESTOR CLASS SHARES) | 04/29/1998 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 12.59 | 13.83 | 2.27 | 9.22 | 9.56 | 6.88 | … | … | 8.82 | -3.66 | 11.64 | 31.79 | -23.36 | 16.01 | 12.52 | 23.63 | -9.55 | 19.54 | 19.85 | 0.02 | 7.40 | 37.81 | 16.52 | -5.22 | 25.52 | 55.91 | -47.75 | -2.92 | 2.64 | 4.81 | 21.58 | 54.58 | -16.34 | 33.65 | 29.04 | 28.09 | -8.79 |
| Sharpe Ratio | NA | 0.52 | 0.52 | -0.01 | 0.32 | NA | NA | … | … | 0.86 | -0.29 | 0.41 | 1.43 | -0.85 | 0.70 | 0.27 | 1.44 | -0.66 | 1.71 | 1.15 | 0.00 | 0.54 | 2.90 | 1.08 | -0.18 | 1.16 | 1.78 | -1.14 | -0.34 | -0.04 | 0.11 | 1.51 | 3.50 | -0.78 | 2.02 | 1.55 | 2.00 | -0.77 |
| Standard Deviation(%) | NA | 18.59 | 20.84 | 22.97 | 23.88 | NA | NA | … | … | 20.18 | 23.03 | 19.75 | 19.91 | 29.23 | 22.80 | 45.60 | 15.39 | 16.55 | 11.12 | 17.07 | 15.33 | 13.76 | 13.02 | 15.44 | 28.62 | 21.84 | 31.35 | 42.44 | 17.80 | 18.36 | 24.24 | 13.66 | 15.37 | 22.44 | 15.74 | 15.97 | 12.35 | 20.94 |
| Draw Down(%) | NA | 12.06 | 28.76 | 37.25 | 46.29 | NA | NA | … | … | 11.90 | 24.49 | 10.38 | 14.80 | 29.67 | 17.81 | 46.29 | 8.13 | 22.05 | 5.21 | 14.70 | 13.58 | 12.56 | 5.16 | 12.05 | 25.69 | 16.57 | 27.50 | 59.50 | 19.00 | 11.38 | 13.77 | 12.67 | 14.08 | 41.68 | 17.88 | 9.58 | 14.67 | 34.71 |
| Yield(%) | 0.00 | 6.03 | 10.37 | 4.73 | 6.34 | 6.91 | 4.88 | … | … | 0.00 | 5.65 | 16.66 | 4.65 | 0.00 | 0.04 | 0.00 | 1.34 | 7.39 | 7.41 | 0.09 | 0.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 26.10 | 2.93 | 14.41 | 14.84 | 0.06 | 0.00 | 3.24 | 11.50 | 4.01 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/29/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMCVX (WASATCH SMALL CAP VALUE FUND INVESTOR CLASS SHARES) |
-25.20%
Feb 2006 – Feb 2009 |
-12.06%
Feb 2004 – Feb 2009 |
3.62%
May 2002 – May 2012 |
4.26%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMCVX (WASATCH SMALL CAP VALUE FUND INVESTOR CLASS SHARES) |
41.36%
Mar 1999 – Mar 2002 |
28.93%
Feb 2009 – Feb 2014 |
18.63%
Feb 2009 – Feb 2019 |
15.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart