Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIGTX (WASATCH WORLD INNOVATORS FUND INSTITUTIONAL CLASS SHARES) | NA | -15.17% | 4.27% | -7.97% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 02/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIGTX (WASATCH WORLD INNOVATORS FUND INSTITUTIONAL CLASS SHARES) | 02/02/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -15.17 | 4.27 | -7.97 | NA | NA | NA | … | … | -11.95 | 3.18 | 5.53 | -36.95 | -12.52 | 68.49 | 20.60 | -10.28 | 33.35 | 11.71 |
| Sharpe Ratio | NA | -1.46 | 0.06 | -0.60 | NA | NA | NA | … | … | -1.43 | -0.04 | 0.14 | -1.48 | -0.88 | 2.53 | 2.31 | -1.02 | 5.66 | 1.20 |
| Standard Deviation(%) | NA | 12.46 | 14.42 | 17.01 | NA | NA | NA | … | … | 13.41 | 11.83 | 14.00 | 25.98 | 14.26 | 26.82 | 8.29 | 11.53 | 5.80 | 10.51 |
| Draw Down(%) | NA | 17.45 | 20.30 | 57.59 | NA | NA | NA | … | … | 17.45 | 9.20 | 20.30 | 48.45 | 21.70 | 36.97 | 4.52 | 19.12 | 2.18 | 8.53 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 5.00 | 8.44 | 5.63 | 4.22 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 13.21 | 13.10 | 0.65 | 20.94 | 17.74 | 4.07 |
Data as of 09/23/2025, 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 |
|---|---|---|---|---|
| WIGTX (WASATCH WORLD INNOVATORS FUND INSTITUTIONAL CLASS SHARES) |
-18.45%
Apr 2021 – Apr 2024 |
-8.96%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIGTX (WASATCH WORLD INNOVATORS FUND INSTITUTIONAL CLASS SHARES) |
23.97%
Apr 2018 – Apr 2021 |
21.94%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart