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WGROX: WASATCH CORE GROWTH FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 75.02 1.6(2.09%) June 05
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 12/30/1987 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 7.62% |
| Expenses | 1.17% |
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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 | Since 12/30/1987 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.9 | 1.1 | -4.2 | 8.4 | 0.5 | 10.6 | 10.8 | 8.9 | 10.5 | -10.4 | 13.1 | 33.4 | -30.9 | 20.8 | 36.7 | 33.3 | -3.8 | 24.3 | 10.5 | 4.0 | 6.1 | 30.2 | 19.2 | 5.1 | 25.0 | 45.2 | -44.3 | 6.5 | 6.7 | -5.4 | 21.6 | 38.5 | -22.9 | 28.8 | 37.7 | 19.3 | 1.4 | 27.6 | 16.6 | 40.4 | -23.3 | 1.6 | 0.2 | 38.3 | 8.9 | 24.8 | 3.2 | -3.5 |
| Sharpe Ratio | NA | 0.0 | -0.36 | 0.25 | -0.09 | 0.39 | NA | NA | 0.41 | -0.56 | 0.53 | 1.57 | -1.0 | 1.14 | 0.88 | 1.99 | -0.27 | 2.18 | 0.6 | 0.27 | 0.44 | 2.44 | 1.42 | 0.19 | 1.32 | 1.53 | -1.08 | 0.19 | 0.24 | -0.48 | 1.48 | 2.27 | -0.92 | 1.16 | 1.38 | 0.92 | -0.1 | 1.9 | 1.19 | 4.0 | -0.85 | -0.04 | -0.21 | 2.13 | 0.16 | 1.75 | -0.16 | NA |
| Draw Down(%) | NA | 14.9 | 15.9 | 27.6 | 40.2 | 40.2 | NA | NA | 61.6 | 25.0 | 9.5 | 14.3 | 36.8 | 10.9 | 38.1 | 6.5 | 26.5 | 5.7 | 15.7 | 11.7 | 10.5 | 5.4 | 9.5 | 20.3 | 13.8 | 27.1 | 58.3 | 14.5 | 15.0 | 12.7 | 11.4 | 17.6 | 43.1 | 21.4 | 15.3 | 13.4 | 34.5 | 9.4 | 13.0 | 5.0 | 27.1 | 11.8 | 17.9 | 7.8 | 20.6 | 10.5 | 12.5 | 3.5 |
| Standard Deviation(%) | NA | 20.8 | 19.2 | 20.4 | 23.0 | 23.2 | NA | NA | 20.6 | 23.8 | 18.0 | 19.2 | 32.2 | 18.3 | 41.2 | 16.0 | 18.8 | 10.9 | 17.2 | 14.5 | 13.9 | 12.3 | 13.6 | 26.0 | 18.8 | 29.4 | 41.8 | 17.6 | 13.5 | 15.8 | 14.0 | 16.6 | 26.2 | 23.1 | 24.3 | 17.3 | 21.2 | 12.6 | 10.7 | 9.1 | 30.9 | 13.5 | 10.8 | 16.1 | 20.6 | 10.8 | 10.5 | 0.0 |
| Treynor Ratio | NA | 0.0 | -0.08 | 0.06 | -0.02 | 0.09 | NA | NA | 0.1 | -0.14 | 0.1 | 0.32 | -0.34 | 0.26 | 0.34 | 0.33 | -0.05 | 0.25 | 0.11 | 0.05 | 0.07 | 0.38 | 0.26 | 0.06 | 0.32 | 0.52 | -0.48 | 0.04 | 0.04 | -0.1 | 0.31 | 0.52 | -0.27 | 0.34 | 0.69 | 0.23 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | -0.1 | -0.02 | -0.02 | 0.0 | NA | NA | 0.02 | -0.07 | -0.01 | 0.04 | -0.02 | 0.06 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.0 | 0.02 | 0.02 | 0.01 | 0.03 | -0.04 | -0.01 | -0.01 | -0.05 | 0.04 | 0.02 | -0.04 | 0.1 | 0.13 | 0.02 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.79 | 0.85 | 0.9 | 0.93 | 0.96 | NA | NA | 0.85 | 0.93 | 0.91 | 0.94 | 0.96 | 0.8 | 1.06 | 0.96 | 0.94 | 0.95 | 0.94 | 0.86 | 0.83 | 0.8 | 0.74 | 0.79 | 0.77 | 0.87 | 0.94 | 0.91 | 0.74 | 0.79 | 0.67 | 0.73 | 0.9 | 0.78 | 0.49 | 0.69 | 0.79 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.73 | 0.77 | 0.87 | 0.9 | 0.91 | NA | NA | 0.71 | 0.89 | 0.89 | 0.91 | 0.95 | 0.84 | 0.96 | 0.9 | 0.93 | 0.81 | 0.91 | 0.9 | 0.87 | 0.87 | 0.88 | 0.97 | 0.95 | 0.95 | 0.95 | 0.9 | 0.86 | 0.57 | 0.79 | 0.73 | 0.74 | 0.72 | 0.51 | 0.39 | 0.67 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 7.5 | 7.0 | 6.0 | 10.3 | 11.9 | 9.1 | N/A | 7.1 | 9.7 | 0.0 | 0.5 | 17.6 | 9.1 | 12.9 | 8.8 | 7.3 | 0.2 | 11.8 | 2.6 | 1.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.8 | 19.6 | 9.0 | 0.4 | 4.2 | 0.1 | 0.0 | 7.7 | 10.3 | 2.5 | 3.6 | 9.8 | 8.7 | 3.0 | 0.0 | 0.0 | 0.0 | 5.3 | 7.1 | 1.3 | 1.2 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | -23.4 | -36.1 | 25.1 | 168.7 | 191.0 | N/A | N/A | -23.4 | N/A | -100.0 | -97.1 | 140.1 | -14.5 | 27.3 | 42.0 | 4640.0 | -98.7 | 366.6 | 88.6 | N/A | N/A | N/A | -100.0 | -97.8 | -96.5 | 111.4 | 2059.6 | -88.9 | 6890.9 | N/A | -100.0 | -7.9 | 387.8 | -34.2 | -56.2 | 19.4 | 304.1 | N/A | N/A | N/A | -100.0 | -23.5 | 599.1 | 5.6 | 414.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/30/1987
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