Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAGTX (WASATCH WORLD INNOVATORS FUND INVESTOR CLASS SHARES) | NA | -15.23% | 4.13% | -8.10% | 3.09% | 6.18% | 5.66% | … | … |
Data as of 09/23/2025, Common starting date is 01/19/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAGTX (WASATCH WORLD INNOVATORS FUND INVESTOR CLASS SHARES) | 01/19/2001 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.23 | 4.13 | -8.10 | 3.09 | 6.18 | 5.66 | … | … | -11.92 | 3.03 | 5.35 | -37.05 | -26.25 | 54.56 | 20.42 | -10.50 | 33.05 | 2.31 | 6.31 | -3.68 | 33.70 | 18.04 | 4.53 | 24.46 | 67.48 | -52.75 | 13.17 | 15.95 | 16.43 | -4.05 | 48.04 | -27.80 | 0.98 |
| Sharpe Ratio | NA | -1.47 | 0.05 | -0.60 | 0.10 | NA | NA | … | … | -1.42 | -0.30 | 0.08 | -1.48 | -1.19 | 1.94 | 2.29 | -1.03 | 5.64 | 0.19 | 0.52 | -0.33 | 3.22 | 1.39 | 0.21 | 1.43 | 2.88 | -1.41 | 0.58 | 0.82 | 1.11 | -0.26 | 2.12 | -0.88 | -0.04 |
| Standard Deviation(%) | NA | 12.47 | 14.43 | 17.01 | 15.73 | NA | NA | … | … | 13.43 | 11.86 | 14.00 | 26.01 | 22.06 | 27.82 | 8.30 | 11.49 | 5.78 | 11.09 | 12.06 | 11.24 | 10.45 | 13.03 | 21.88 | 16.99 | 23.37 | 38.08 | 17.67 | 15.58 | 12.86 | 19.42 | 22.29 | 32.87 | 33.83 |
| Draw Down(%) | NA | 17.51 | 20.44 | 57.70 | 57.70 | NA | NA | … | … | 17.51 | 9.22 | 20.44 | 48.52 | 30.92 | 36.98 | 4.57 | 19.29 | 2.19 | 12.21 | 9.86 | 12.47 | 4.37 | 10.50 | 16.20 | 11.02 | 14.34 | 59.76 | 13.57 | 18.48 | 9.79 | 32.07 | 20.65 | 50.30 | 38.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 5.07 | 8.41 | 10.46 | 9.17 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 13.44 | 13.28 | 0.65 | 21.08 | 17.79 | 3.79 | 13.08 | 10.86 | 6.34 | 0.00 | 0.00 | 0.00 | 0.20 | 0.00 | 10.01 | 4.35 | 2.35 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/23/2025, Common starting date is 01/19/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGTX (WASATCH WORLD INNOVATORS FUND INVESTOR CLASS SHARES) |
-18.63%
Feb 2006 – Feb 2009 |
-9.09%
Aug 2020 – Aug 2025 |
2.49%
Oct 2013 – Oct 2023 |
3.86%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAGTX (WASATCH WORLD INNOVATORS FUND INVESTOR CLASS SHARES) |
37.51%
Feb 2009 – Feb 2012 |
29.90%
Feb 2009 – Feb 2014 |
17.58%
Feb 2009 – Feb 2019 |
12.44%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart