Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAHGX (Wasatch Heritage Growth) | NA | 11.11% | 14.95% | 13.41% | 8.05% | NA | NA | … | … |
Data as of 05/05/2015, Common starting date is 06/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAHGX (Wasatch Heritage Growth) | 06/23/2004 | 05/05/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.11 | 14.95 | 13.41 | 8.05 | NA | NA | … | … | 5.97 | 4.45 | 31.80 | 9.45 | 2.41 | 21.67 | 43.06 | -37.59 | 3.88 | 6.01 | 4.58 | 10.44 |
| Sharpe Ratio | NA | 1.01 | 1.16 | 0.81 | 0.34 | NA | NA | … | … | 1.93 | 0.36 | 2.61 | 0.69 | 0.10 | 1.18 | 1.60 | -0.91 | 0.04 | 0.21 | 0.20 | 1.71 |
| Standard Deviation(%) | NA | 11.00 | 12.54 | 16.60 | 21.14 | NA | NA | … | … | 9.73 | 12.43 | 12.18 | 13.75 | 24.49 | 18.34 | 26.78 | 42.04 | 16.56 | 12.56 | 11.86 | 11.37 |
| Draw Down(%) | NA | 11.02 | 11.02 | 20.35 | 52.75 | NA | NA | … | … | 3.27 | 11.02 | 5.61 | 10.40 | 20.35 | 12.05 | 18.60 | 49.64 | 13.02 | 12.65 | 9.44 | 10.56 |
| Yield(%) | 0.00 | 70.83 | 32.66 | 24.20 | 13.65 | 9.48 | 7.11 | … | … | 66.01 | 5.50 | 3.00 | 4.59 | 1.32 | 0.94 | 0.88 | 0.39 | 9.09 | 3.08 | 2.83 | 0.03 |
Data as of 05/05/2015, Common starting date is 06/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAHGX (Wasatch Heritage Growth) |
-15.04%
Feb 2006 – Feb 2009 |
-0.44%
Aug 2005 – Aug 2010 |
6.77%
Jan 2005 – Jan 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAHGX (Wasatch Heritage Growth) |
28.62%
Feb 2009 – Feb 2012 |
23.39%
Feb 2009 – Feb 2014 |
8.38%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart