Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WMICX (WASATCH MICRO CAP FUND INVESTOR CLASS SHARES) | -6.65% | -1.53% | 8.29% | 3.68% | 10.68% | 12.64% | 8.59% | 13.91% |
Data as of 07/18/2025, AR inception is 09/18/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WMICX (WASATCH MICRO CAP FUND INVESTOR CLASS SHARES) | 09/18/1995 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | -1.53 | 8.29 | 3.68 | 10.68 | 12.64 | 8.59 | 13.91 | -6.65 | 20.91 | 22.58 | -40.64 | -20.81 | 55.77 | 42.31 | 1.73 | 36.17 | 7.70 | -0.94 | 0.18 | 44.70 | 11.85 | -6.39 | 29.76 | 44.37 | -49.28 | 2.28 | 17.03 | 11.19 | 12.73 | 49.77 | -14.32 | 50.06 | 38.22 | 32.88 | 18.98 | 35.31 | 13.67 | 4.81 |
| Sharpe Ratio | NA | -0.03 | 0.21 | 0.10 | 0.39 | NA | NA | 0.54 | -0.56 | 0.66 | 0.91 | -1.22 | -0.54 | 1.33 | 2.40 | 0.02 | 2.87 | 0.42 | -0.06 | 0.01 | 3.22 | 0.77 | -0.23 | 1.48 | 1.48 | -1.31 | -0.04 | 1.04 | 0.31 | 0.77 | 2.83 | -0.62 | 2.72 | 1.63 | 2.24 | 0.71 | 2.20 | 0.73 | 1.13 |
| Standard Deviation(%) | NA | 24.75 | 23.63 | 25.19 | 24.37 | NA | NA | 22.19 | 25.45 | 21.67 | 20.22 | 34.41 | 38.34 | 41.42 | 17.08 | 19.10 | 12.43 | 17.76 | 16.79 | 16.75 | 13.88 | 15.42 | 28.52 | 20.01 | 29.84 | 38.25 | 16.58 | 13.23 | 29.31 | 15.25 | 17.33 | 24.82 | 17.87 | 20.99 | 13.23 | 22.03 | 14.37 | 13.86 | 12.65 |
| Draw Down(%) | NA | 29.44 | 29.44 | 50.96 | 50.96 | NA | NA | 65.21 | 26.64 | 9.24 | 20.82 | 43.40 | 39.99 | 40.44 | 7.54 | 29.32 | 4.86 | 19.05 | 16.19 | 15.97 | 6.46 | 11.67 | 27.71 | 16.20 | 26.60 | 57.65 | 14.08 | 14.31 | 16.86 | 18.77 | 14.39 | 35.46 | 15.47 | 15.48 | 14.49 | 33.09 | 11.71 | 15.73 | 6.96 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 7.94 | 10.90 | 15.61 | 8.38 | 23.22 | 0.00 | 0.00 | 0.00 | 0.00 | 24.49 | 8.86 | 14.48 | 23.23 | 18.07 | 9.44 | 14.19 | 4.45 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.18 | 17.64 | 12.47 | 19.48 | 14.62 | 11.18 | 5.17 | 12.70 | 32.48 | 10.66 | 9.47 | 11.07 | 6.50 | 0.00 |
Data as of 07/18/2025, AR inception is 09/18/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMICX (WASATCH MICRO CAP FUND INVESTOR CLASS SHARES) |
-22.03%
Feb 2006 - Feb 2009 |
-9.21%
Feb 2004 - Feb 2009 |
3.22%
Feb 2006 - Feb 2016 |
7.51%
Dec 2001 - Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WMICX (WASATCH MICRO CAP FUND INVESTOR CLASS SHARES) |
45.61%
Aug 1998 - Aug 2001 |
37.06%
Mar 1997 - Mar 2002 |
24.87%
Apr 1997 - Apr 2007 |
16.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart