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WAEMX: WASATCH EMERGING MARKETS SMALL CAP FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 2.05 0.08(3.76%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 10/03/2007 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 44.33% |
| Expenses | 1.91% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.3 | 20.6 | 29.5 | 11.2 | 1.3 | 8.2 | 5.1 | 5.7 | 5.9 | -2.2 | 21.2 | -38.8 | 30.2 | 32.8 | 27.4 | -18.9 | 38.2 | -3.7 | -9.4 | 0.9 | -3.6 | 27.7 | -14.0 | 41.2 | 116.7 | -57.1 | -2.0 |
| Sharpe Ratio | NA | 3.14 | 1.94 | 0.62 | -0.02 | 0.39 | NA | 0.25 | 0.18 | -0.43 | 1.4 | -1.64 | 1.78 | 1.07 | 2.06 | -1.32 | 4.1 | -0.27 | -0.58 | 0.1 | -0.28 | 2.13 | -0.71 | 2.44 | 4.88 | -1.65 | -0.52 |
| Draw Down(%) | NA | 7.9 | 7.9 | 25.6 | 44.9 | 44.9 | NA | 66.3 | 17.7 | 10.5 | 12.0 | 43.2 | 9.9 | 36.1 | 6.8 | 28.2 | 4.0 | 15.9 | 21.3 | 9.8 | 20.7 | 12.3 | 23.0 | 14.6 | 19.1 | 64.3 | 11.1 |
| Standard Deviation(%) | NA | 22.0 | 17.4 | 15.8 | 17.7 | 18.0 | NA | 18.9 | 16.4 | 13.6 | 12.6 | 24.6 | 17.0 | 30.4 | 12.6 | 15.5 | 9.2 | 14.4 | 16.2 | 9.3 | 13.2 | 13.1 | 19.9 | 16.8 | 23.9 | 35.2 | 19.9 |
| Treynor Ratio | NA | 0.71 | 0.37 | 0.12 | 0.0 | 0.08 | NA | 0.07 | 0.04 | -0.09 | 0.26 | -0.4 | 0.4 | 0.33 | 0.32 | -0.26 | 0.53 | -0.06 | -0.13 | 0.02 | -0.05 | 0.41 | -0.2 | 0.58 | 1.75 | -0.9 | -0.17 |
| Alpha | NA | 0.12 | 0.03 | 0.0 | -0.01 | 0.0 | NA | 0.01 | -0.05 | -0.04 | 0.05 | -0.11 | 0.1 | 0.06 | 0.04 | -0.03 | 0.05 | -0.04 | 0.01 | 0.0 | 0.0 | 0.05 | 0.0 | 0.09 | 0.15 | -0.16 | -0.05 |
| Beta | NA | 0.97 | 0.91 | 0.8 | 0.85 | 0.88 | NA | 0.73 | 0.84 | 0.65 | 0.68 | 1.02 | 0.76 | 1.0 | 0.8 | 0.78 | 0.72 | 0.68 | 0.74 | 0.48 | 0.71 | 0.68 | 0.71 | 0.71 | 0.67 | 0.64 | 0.6 |
| RSquared | NA | 0.62 | 0.56 | 0.51 | 0.55 | 0.65 | NA | 0.71 | 0.57 | 0.37 | 0.45 | 0.69 | 0.52 | 0.83 | 0.63 | 0.71 | 0.47 | 0.67 | 0.69 | 0.44 | 0.58 | 0.71 | 0.85 | 0.79 | 0.82 | 0.86 | 0.82 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 42.9 | 6.0 | 0.0 | 2.0 | 7.3 | 8.8 | 7.0 | 9.1 | 0.0 | 0.0 | 0.0 | 0.2 | 2.0 | 0.6 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 561.3 | N/A | -100.0 | -67.3 | 3.3 | 51.9 | -45.3 | N/A | N/A | N/A | -100.0 | -93.1 | 346.2 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/01/2007
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