Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/24/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WAGOX (WASATCH GLOBAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) | -6.28% | -1.47% | -1.52% | 7.34% | 6.34% | 7.81% | NA | 12.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAGOX (WASATCH GLOBAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) | 11/18/2008 | 04/24/2025 |
The return data shown below all have the same latest date: 04/24/2025.
AR inception is since 11/18/2008.
AR inception is since 11/18/2008.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.81 | -1.47 | -1.52 | 7.34 | 6.34 | 7.81 | NA | 12.07 | -6.28 | -1.60 | 25.57 | -36.38 | 12.15 | 39.43 | 33.10 | -7.41 | 37.73 | -4.46 | 3.49 | -0.51 | 25.35 | 25.49 | -9.05 | 26.31 | 57.40 | 13.20 |
| Sharpe Ratio | NA | -0.46 | -0.38 | 0.19 | 0.21 | NA | NA | 0.52 | -1.10 | -0.45 | 1.32 | -1.21 | 0.61 | 1.10 | 2.19 | -0.50 | 3.86 | -0.29 | 0.24 | -0.05 | 2.21 | 1.89 | -0.33 | 1.58 | 2.56 | 4.52 |
| Standard Deviation(%) | NA | 21.66 | 22.55 | 22.36 | 21.20 | NA | NA | 20.28 | 27.20 | 18.08 | 16.31 | 31.36 | 19.86 | 35.57 | 14.50 | 17.51 | 9.66 | 16.04 | 14.48 | 11.69 | 11.46 | 13.56 | 27.73 | 16.56 | 22.40 | 42.84 |
| Draw Down(%) | NA | 28.40 | 28.40 | 48.32 | 48.32 | NA | NA | 48.32 | 22.17 | 14.00 | 17.11 | 39.96 | 19.89 | 37.50 | 7.14 | 23.80 | 6.40 | 17.46 | 13.97 | 9.35 | 8.80 | 9.52 | 24.36 | 13.16 | 17.75 | 8.12 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.02 | 5.09 | 7.00 | 10.53 | 13.17 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.00 | 10.60 | 14.47 | 13.64 | 8.18 | 12.35 | 14.70 | 12.33 | 13.64 | 9.84 | 3.97 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGOX (WASATCH GLOBAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) |
-8.54%
Apr 2021 - Apr 2024 |
3.41%
Sep 2018 - Sep 2023 |
5.39%
Oct 2013 - Oct 2023 |
8.08%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGOX (WASATCH GLOBAL OPPORTUNITIES FUND INVESTOR CLASS SHARES) |
31.11%
Feb 2009 - Feb 2012 |
25.90%
Feb 2009 - Feb 2014 |
16.58%
Sep 2011 - Sep 2021 |
13.37%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart