Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAHVX (Wasatch Heritage Value) | NA | 19.70% | NA | NA | NA | NA | NA | … | … |
Data as of 08/16/2010, Common starting date is 09/05/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAHVX (Wasatch Heritage Value) | 09/05/2007 | 08/16/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 19.70 | NA | NA | NA | NA | NA | … | … | 5.07 | 27.14 | -32.04 | -2.50 |
| Sharpe Ratio | NA | 1.38 | NA | NA | NA | NA | NA | … | … | 0.74 | 1.20 | -0.78 | -0.79 |
| Standard Deviation(%) | NA | 12.59 | NA | NA | NA | NA | NA | … | … | 11.05 | 22.57 | 42.15 | 12.75 |
| Draw Down(%) | NA | 7.52 | NA | NA | NA | NA | NA | … | … | 7.52 | 16.23 | 44.33 | 7.95 |
| Yield(%) | 0.00 | 1.15 | 0.28 | 0.17 | 0.08 | 0.06 | 0.04 | … | … | 0.05 | 1.19 | 0.00 | 0.00 |
Data as of 08/16/2010, Common starting date is 09/05/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAHVX (Wasatch Heritage Value) |
0.00%
NA |
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 |
|---|---|---|---|---|
| WAHVX (Wasatch Heritage Value) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart