Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAGSX (Wasatch Global Select Fund Investor Class Shares) | -0.24% | -6.06% | 5.58% | -1.93% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/02/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAGSX (Wasatch Global Select Fund Investor Class Shares) | 10/02/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.47 | -6.06 | 5.58 | -1.93 | NA | NA | NA | … | … | -0.24 | 2.82 | 0.50 | 27.77 | -33.10 | -4.49 | 34.46 | 9.40 |
| Sharpe Ratio | NA | -0.38 | 0.23 | -0.19 | NA | NA | NA | … | … | 0.17 | 0.00 | -0.42 | 1.53 | -1.16 | -0.22 | 1.12 | 5.27 |
| Standard Deviation(%) | NA | 14.93 | 16.18 | 19.64 | NA | NA | NA | … | … | 18.52 | 17.73 | 14.48 | 15.53 | 29.93 | 20.12 | 30.51 | 8.16 |
| Draw Down(%) | NA | 17.76 | 18.11 | 43.62 | NA | NA | NA | … | … | 14.14 | 18.11 | 8.12 | 13.84 | 39.00 | 22.76 | 31.48 | 2.02 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.33 | 1.80 | 1.20 | 0.90 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 12.26 | 0.22 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/02/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGSX (Wasatch Global Select Fund Investor Class Shares) |
-6.11%
Oct 2021 – Oct 2024 |
-1.70%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGSX (Wasatch Global Select Fund Investor Class Shares) |
13.34%
Sep 2022 – Sep 2025 |
8.39%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart