Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAGCX (Wasatch Greater China Fund Investor Class Shares) | NA | 9.42% | -6.47% | NA | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 12/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAGCX (Wasatch Greater China Fund Investor Class Shares) | 12/01/2020 | 09/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.42 | -6.47 | NA | NA | NA | NA | … | … | -1.08 | -3.09 | -25.08 | -30.14 | -9.79 | 6.35 |
| Sharpe Ratio | NA | 0.35 | -0.50 | NA | NA | NA | NA | … | … | -1.76 | -0.40 | -1.61 | -1.12 | -0.41 | 7.09 |
| Standard Deviation(%) | NA | 18.33 | 19.66 | NA | NA | NA | NA | … | … | 2.55 | 24.06 | 18.32 | 28.33 | 24.10 | 15.41 |
| Draw Down(%) | NA | 19.95 | 44.38 | NA | NA | NA | NA | … | … | 1.95 | 18.70 | 37.03 | 44.47 | 26.48 | 2.46 |
| Yield(%) | 0.00 | 0.07 | 2.28 | 0.80 | 0.40 | 0.27 | 0.20 | … | … | 0.00 | 0.06 | 0.19 | 4.04 | 0.00 | 0.00 |
Data as of 09/23/2025, Common starting date is 12/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGCX (Wasatch Greater China Fund Investor Class Shares) |
-27.20%
Jan 2021 – Jan 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGCX (Wasatch Greater China Fund Investor Class Shares) |
-10.82%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart