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WAGOX: WASATCH GLOBAL OPPORTUNITIES FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 3.84 0.06(1.54%) June 05
| Asset Class: | WORLD STOCK |
| MyPlanIQ Rating: | (69%) |
| Start Date: | 11/18/2008 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 8.29% |
| Expenses | 1.35% |
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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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 2.4 | -2.5 | 6.1 | -1.0 | 9.4 | 8.3 | 12.6 | -11.4 | 6.6 | 25.6 | -35.0 | 21.4 | 42.3 | 33.1 | -7.4 | 37.7 | -4.5 | 3.5 | -0.5 | 25.3 | 25.5 | -9.0 | 26.3 | 57.4 | 13.2 |
| Sharpe Ratio | NA | 0.48 | -0.08 | 0.27 | -0.15 | 0.39 | NA | 0.59 | -0.69 | 0.19 | 1.36 | -1.18 | 1.2 | 1.17 | 2.18 | -0.5 | 3.86 | -0.29 | 0.24 | -0.05 | 2.21 | 1.89 | -0.33 | 1.58 | 2.56 | 4.52 |
| Draw Down(%) | NA | 12.8 | 17.1 | 22.4 | 44.1 | 44.1 | NA | 44.1 | 22.2 | 8.5 | 17.1 | 40.0 | 13.3 | 37.5 | 7.1 | 23.8 | 6.4 | 17.5 | 14.0 | 9.4 | 8.8 | 9.5 | 24.4 | 13.2 | 17.7 | 8.1 |
| Standard Deviation(%) | NA | 17.1 | 15.4 | 17.2 | 20.6 | 20.8 | NA | 19.8 | 20.9 | 15.6 | 16.3 | 31.1 | 17.8 | 35.6 | 14.5 | 17.5 | 9.7 | 16.0 | 14.5 | 11.7 | 11.5 | 13.6 | 27.7 | 16.6 | 22.4 | 42.8 |
| Treynor Ratio | NA | 0.11 | -0.02 | 0.05 | -0.03 | 0.07 | NA | 0.13 | -0.14 | 0.03 | 0.22 | -0.28 | 0.19 | 0.37 | 0.28 | -0.08 | 0.42 | -0.06 | 0.04 | -0.01 | 0.33 | 0.34 | -0.12 | 0.37 | 0.8 | 2.65 |
| Alpha | NA | -0.06 | -0.09 | -0.04 | -0.03 | 0.0 | NA | 0.02 | -0.16 | 0.01 | 0.04 | -0.07 | 0.04 | 0.1 | 0.03 | 0.04 | 0.04 | -0.03 | 0.03 | 0.01 | 0.05 | 0.04 | 0.01 | 0.06 | 0.09 | 0.13 |
| Beta | NA | 0.74 | 0.84 | 0.95 | 1.09 | 1.09 | NA | 0.9 | 1.05 | 0.94 | 1.01 | 1.31 | 1.11 | 1.14 | 1.13 | 1.07 | 0.88 | 0.82 | 0.79 | 0.81 | 0.76 | 0.76 | 0.75 | 0.72 | 0.72 | 0.73 |
| RSquared | NA | 0.63 | 0.6 | 0.58 | 0.63 | 0.71 | NA | 0.68 | 0.54 | 0.52 | 0.57 | 0.73 | 0.62 | 0.88 | 0.66 | 0.69 | 0.43 | 0.74 | 0.69 | 0.56 | 0.66 | 0.8 | 0.5 | 0.84 | 0.87 | 0.87 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.2 | 8.8 | 0.0 | 1.5 | 9.0 | 2.7 | 10.6 | 14.5 | 13.6 | 8.2 | 12.4 | 14.7 | 12.3 | 13.6 | 9.8 | 4.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -7.9 | N/A | -100.0 | -81.7 | 354.2 | -68.2 | -43.8 | 32.6 | 50.0 | -40.9 | -28.4 | 31.0 | 0.8 | 13.4 | 200.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/17/2008
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