Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMIEX (WASATCH LARGE CAP VALUE FUND INVESTOR CLASS SHARES) | 11.17% | 27.18% | 18.89% | 8.86% | 10.24% | 9.24% | 7.91% | … | … |
Data as of 06/05/2026, Common starting date is 10/02/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMIEX (WASATCH LARGE CAP VALUE FUND INVESTOR CLASS SHARES) | 10/02/1996 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.36 | 27.18 | 18.89 | 8.86 | 10.24 | 9.24 | 7.91 | … | … | 11.17 | 30.93 | 8.65 | 5.66 | -5.80 | 21.45 | 2.03 | 17.28 | -5.67 | 11.22 | 16.63 | -3.01 | 5.86 | 25.85 | 10.52 | -3.93 | 11.12 | 24.37 | -31.13 | 12.36 | 20.01 | 9.45 | 20.46 | 29.86 | -11.23 | 3.30 | 16.59 | 12.39 | 4.79 | 27.52 | 7.37 |
| Sharpe Ratio | NA | 2.64 | 1.50 | 0.49 | 0.55 | NA | NA | … | … | 2.40 | 2.41 | 0.53 | 0.20 | -0.39 | 1.52 | 0.05 | 1.67 | -0.58 | 1.70 | 1.19 | -0.20 | 0.52 | 2.42 | 0.83 | -0.17 | 0.61 | 1.01 | -0.95 | 0.66 | 1.58 | 0.68 | 1.55 | 2.11 | -0.61 | 0.06 | 0.76 | 0.79 | 0.10 | 2.20 | 4.64 |
| Standard Deviation(%) | NA | 9.29 | 10.39 | 12.83 | 15.85 | NA | NA | … | … | 10.65 | 11.67 | 9.42 | 9.98 | 18.43 | 14.09 | 35.30 | 9.47 | 12.21 | 6.26 | 13.78 | 15.55 | 11.31 | 10.69 | 12.68 | 23.12 | 18.03 | 24.12 | 33.61 | 14.07 | 10.55 | 10.61 | 12.59 | 13.82 | 20.12 | 15.60 | 16.28 | 11.45 | 12.82 | 10.80 | 6.46 |
| Draw Down(%) | NA | 7.04 | 9.52 | 18.63 | 39.33 | NA | NA | … | … | 7.04 | 9.52 | 7.08 | 8.96 | 18.63 | 8.70 | 39.33 | 7.75 | 14.86 | 3.27 | 9.85 | 13.81 | 10.14 | 5.29 | 10.69 | 23.33 | 16.45 | 24.68 | 43.63 | 10.11 | 9.61 | 7.69 | 7.64 | 13.77 | 29.97 | 17.35 | 11.00 | 14.11 | 19.13 | 6.94 | 2.13 |
| Yield(%) | 0.00 | 5.70 | 6.33 | 4.11 | 6.51 | 7.63 | 6.75 | … | … | 0.00 | 7.13 | 8.93 | 3.35 | 2.24 | 1.69 | 1.73 | 4.35 | 14.66 | 15.58 | 5.79 | 10.21 | 27.41 | 38.23 | 2.41 | 1.33 | 1.33 | 1.63 | 1.60 | 6.13 | 9.20 | 12.52 | 8.18 | 2.89 | 2.39 | 5.66 | 10.86 | 12.88 | 13.51 | 16.29 | 1.32 |
Data as of 06/05/2026, Common starting date is 10/02/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIEX (WASATCH LARGE CAP VALUE FUND INVESTOR CLASS SHARES) |
-9.40%
Feb 2006 – Feb 2009 |
-1.57%
May 2007 – May 2012 |
4.22%
Mar 2010 – Mar 2020 |
4.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMIEX (WASATCH LARGE CAP VALUE FUND INVESTOR CLASS SHARES) |
25.70%
Mar 2003 – Mar 2006 |
20.71%
Sep 2002 – Sep 2007 |
13.07%
Apr 1997 – Apr 2007 |
10.07%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart