Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIGOX (WASATCH GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS SHARES) | 3.41% | -3.04% | 6.66% | -0.63% | 9.54% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 02/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIGOX (WASATCH GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS SHARES) | 02/02/2016 | 06/09/2026 |
| 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 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.50 | -3.04 | 6.66 | -0.63 | 9.54 | NA | NA | … | … | 3.41 | -11.01 | 6.77 | 25.93 | -34.94 | 21.31 | 42.61 | 35.13 | -6.86 | 38.10 | 6.22 |
| Sharpe Ratio | NA | -0.33 | 0.19 | -0.16 | 0.38 | NA | NA | … | … | 0.18 | -0.67 | 0.20 | 1.38 | -1.17 | 1.21 | 1.20 | 2.31 | -0.47 | 3.90 | 0.43 |
| Standard Deviation(%) | NA | 15.52 | 17.25 | 20.65 | 20.69 | NA | NA | … | … | 17.15 | 20.86 | 15.69 | 16.33 | 31.07 | 17.59 | 35.22 | 14.54 | 17.41 | 9.65 | 15.22 |
| Draw Down(%) | NA | 17.04 | 22.35 | 43.99 | 43.99 | NA | NA | … | … | 12.81 | 22.10 | 8.62 | 16.95 | 39.86 | 13.28 | 37.30 | 6.85 | 23.51 | 6.40 | 9.44 |
| Yield(%) | 0.00 | 7.88 | 6.34 | 4.70 | 8.65 | 6.39 | 4.79 | … | … | 0.00 | 8.05 | 8.74 | 0.00 | 1.45 | 9.05 | 2.70 | 12.13 | 14.47 | 13.64 | 9.18 |
Data as of 06/09/2026, Common starting date is 02/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIGOX (WASATCH GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS SHARES) |
-5.34%
Oct 2021 – Oct 2024 |
-1.51%
Mar 2021 – Mar 2026 |
9.03%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIGOX (WASATCH GLOBAL OPPORTUNITIES FUND INSTITUTIONAL CLASS SHARES) |
32.72%
Dec 2018 – Dec 2021 |
24.63%
Dec 2016 – Dec 2021 |
9.97%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart