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FMLSX: WASATCH LONG/SHORT FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info
| Asset Class: | Long/Short Equity |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/21/2003 |
| Last Dividend Date: | 09/20/2018 |
| 12-Mo. Yield | 0.51% |
| Expenses | 1.30% |
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Performance Analytics (As of 12/31/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/21/2003 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -0.2 | 4.9 | -1.1 | 5.9 | 4.1 | 4.5 | -0.2 | -2.1 | 18.3 | -16.2 | -2.3 | 19.0 | 8.7 | 1.8 | 9.7 | 30.1 | -20.9 | 5.0 | 14.7 | 3.8 | 4.3 | 6.9 |
| Sharpe Ratio | NA | -0.18 | 0.41 | -0.15 | 0.46 | NA | 0.29 | -0.18 | -0.45 | 1.3 | -1.21 | -0.25 | 1.96 | 0.75 | 0.1 | 0.78 | 1.81 | -0.84 | 0.24 | 2.02 | 0.28 | 0.67 | 6.15 |
| Draw Down(%) | NA | 11.4 | 11.4 | 27.9 | 27.9 | NA | 34.6 | 11.4 | 9.3 | 7.8 | 20.6 | 10.6 | 4.8 | 9.4 | 15.7 | 11.1 | 12.6 | 34.6 | 6.5 | 3.2 | 4.8 | 2.6 | 1.1 |
| Standard Deviation(%) | NA | 8.7 | 10.1 | 10.7 | 12.3 | NA | 12.4 | 8.7 | 6.1 | 13.9 | 13.4 | 9.3 | 9.6 | 11.5 | 17.2 | 12.3 | 16.6 | 25.9 | 7.7 | 5.6 | 5.6 | 4.9 | 3.2 |
| Treynor Ratio | NA | -0.05 | 0.09 | -0.03 | 0.09 | NA | 0.07 | -0.05 | -0.06 | 0.23 | -0.23 | -0.03 | 0.25 | 0.1 | 0.02 | 0.15 | 0.57 | -0.41 | 0.05 | 0.27 | 0.04 | 0.11 | 4.75 |
| Alpha | NA | 0.0 | 0.0 | -0.02 | -0.01 | NA | 0.0 | 0.0 | -0.05 | 0.03 | -0.07 | -0.04 | -0.02 | -0.02 | 0.0 | 0.0 | 0.05 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.07 |
| Beta | NA | 0.29 | 0.47 | 0.56 | 0.62 | NA | 0.55 | 0.29 | 0.46 | 0.77 | 0.7 | 0.69 | 0.76 | 0.83 | 0.71 | 0.65 | 0.53 | 0.53 | 0.37 | 0.41 | 0.42 | 0.29 | 0.04 |
| RSquared | NA | 0.32 | 0.36 | 0.49 | 0.69 | NA | 0.66 | 0.32 | 0.25 | 0.53 | 0.65 | 0.72 | 0.76 | 0.85 | 0.91 | 0.92 | 0.76 | 0.69 | 0.59 | 0.55 | 0.6 | 0.45 | 0.02 |
| Yield(%) | N/A | 0.5 | 0.2 | 2.8 | 3.0 | 3.2 | N/A | 0.5 | 0.0 | 0.0 | 8.4 | 5.9 | 2.5 | 0.3 | 0.0 | 0.3 | 0.0 | 2.5 | 5.4 | 7.3 | 3.3 | 2.7 | 0.0 |
| Dividend Growth(%) | N/A | N/A | -97.2 | 430.8 | N/A | N/A | N/A | N/A | -100.0 | -99.7 | 30.5 | 171.3 | 935.3 | 1033.3 | -92.3 | N/A | -100.0 | -55.0 | -21.6 | 127.8 | 21.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/21/2003
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