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WAIGX: WASATCH INTERNATIONAL GROWTH FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 15.83 0.42(2.58%) June 05
| Asset Class: | FOREIGN SMALL/MID GROWTH |
| MyPlanIQ Rating: | (79%) |
| Start Date: | 07/22/2002 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 33.64% |
| Expenses | 1.41% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 7.3 | 3.0 | 7.8 | -1.9 | 4.4 | 5.6 | 5.7 | 8.6 | -28.0 | -16.9 | 11.6 | -36.6 | 0.4 | 11.9 | 29.4 | -15.9 | 33.0 | -8.4 | 15.2 | -9.0 | 26.5 | 33.1 | -12.0 | 34.4 | 64.2 | -53.9 | 12.7 | 23.9 | 18.4 | 22.9 | 45.0 | -1.4 |
| Sharpe Ratio | NA | 0.82 | 0.03 | 0.29 | -0.23 | 0.15 | NA | NA | 0.4 | -0.68 | -0.99 | 0.49 | -1.32 | 0.02 | 0.37 | 2.23 | -1.1 | 4.55 | -0.53 | 1.03 | -0.91 | 2.4 | 2.5 | -0.52 | 1.85 | 2.67 | -1.47 | 0.47 | 1.32 | 1.94 | 1.85 | 4.29 | -0.34 |
| Draw Down(%) | NA | 12.3 | 17.7 | 19.5 | 48.1 | 48.1 | NA | NA | 67.7 | 41.7 | 24.1 | 21.8 | 43.5 | 19.4 | 35.2 | 9.4 | 25.9 | 4.2 | 14.4 | 12.0 | 12.5 | 11.2 | 11.2 | 24.7 | 14.5 | 22.4 | 62.1 | 19.6 | 20.5 | 7.7 | 10.8 | 12.7 | 11.0 |
| Standard Deviation(%) | NA | 18.9 | 14.9 | 15.5 | 18.9 | 18.4 | NA | NA | 18.3 | 45.8 | 23.8 | 15.3 | 28.8 | 17.3 | 31.4 | 12.5 | 15.7 | 7.2 | 16.2 | 14.8 | 10.0 | 11.0 | 13.3 | 23.0 | 18.5 | 24.0 | 37.3 | 20.6 | 15.7 | 8.3 | 11.9 | 10.3 | 12.0 |
| Treynor Ratio | NA | 0.21 | 0.01 | 0.07 | -0.06 | 0.04 | NA | NA | 0.1 | -0.65 | -0.42 | 0.1 | -0.5 | 0.01 | 0.13 | 0.4 | -0.24 | 0.67 | -0.12 | 0.21 | -0.15 | 0.47 | 0.49 | -0.16 | 0.46 | 0.82 | -0.68 | 0.1 | 0.24 | 0.28 | 0.28 | 0.83 | -0.13 |
| Alpha | NA | 0.05 | -0.01 | 0.0 | -0.01 | -0.01 | NA | NA | 0.01 | -0.13 | -0.08 | 0.0 | -0.06 | 0.03 | -0.11 | 0.03 | -0.03 | 0.04 | -0.04 | 0.06 | -0.02 | 0.05 | 0.06 | -0.01 | 0.07 | 0.09 | -0.12 | -0.01 | 0.01 | 0.03 | 0.03 | 0.08 | -0.01 |
| Beta | NA | 0.72 | 0.66 | 0.69 | 0.73 | 0.74 | NA | NA | 0.74 | 0.47 | 0.56 | 0.73 | 0.77 | 0.44 | 0.87 | 0.7 | 0.71 | 0.48 | 0.73 | 0.73 | 0.59 | 0.56 | 0.68 | 0.75 | 0.74 | 0.78 | 0.8 | 0.96 | 0.85 | 0.58 | 0.78 | 0.53 | 0.3 |
| RSquared | NA | 0.74 | 0.67 | 0.68 | 0.74 | 0.73 | NA | NA | 0.75 | 0.07 | 0.23 | 0.69 | 0.81 | 0.34 | 0.75 | 0.64 | 0.71 | 0.38 | 0.62 | 0.63 | 0.56 | 0.47 | 0.76 | 0.85 | 0.76 | 0.89 | 0.92 | 0.81 | 0.66 | 0.52 | 0.73 | 0.51 | 0.42 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 38.9 | 17.4 | 0.0 | 0.0 | 10.2 | 12.1 | 3.2 | 12.7 | 3.5 | 3.6 | 0.0 | 0.7 | 3.0 | 0.5 | 0.0 | 0.1 | 0.0 | 0.2 | 15.2 | 20.0 | 0.0 | 0.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 88.1 | N/A | N/A | -100.0 | -7.0 | 388.9 | -82.3 | 370.3 | -12.6 | N/A | -100.0 | -73.1 | 751.2 | N/A | -100.0 | N/A | -100.0 | -98.9 | -22.9 | 80860.0 | -83.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2002
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