Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGGCX (Wasatch Greater China Fund Institutional Class Shares) | NA | 9.68% | -6.33% | 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 |
|---|---|---|
| WGGCX (Wasatch Greater China Fund Institutional 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 | 9.68 | -6.33 | NA | NA | NA | NA | … | … | -0.87 | -2.89 | -25.04 | -30.20 | -9.89 | 6.35 |
| Sharpe Ratio | NA | 0.36 | -0.50 | NA | NA | NA | NA | … | … | -1.63 | -0.39 | -1.62 | -1.12 | -0.41 | 7.09 |
| Standard Deviation(%) | NA | 18.33 | 19.62 | NA | NA | NA | NA | … | … | 2.58 | 24.01 | 18.22 | 28.33 | 24.09 | 15.41 |
| Draw Down(%) | NA | 20.13 | 44.20 | NA | NA | NA | NA | … | … | 1.97 | 18.57 | 36.96 | 44.51 | 26.56 | 2.46 |
| Yield(%) | 0.00 | 0.58 | 2.49 | 0.88 | 0.44 | 0.29 | 0.22 | … | … | 0.00 | 0.52 | 0.19 | 4.22 | 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 |
|---|---|---|---|---|
| WGGCX (Wasatch Greater China Fund Institutional Class Shares) |
-27.21%
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 |
|---|---|---|---|---|
| WGGCX (Wasatch Greater China Fund Institutional Class Shares) |
-10.60%
Aug 2022 – Aug 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart