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WAHVX: Wasatch Heritage Value (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/05/2007 |
| Last Dividend Date: | 05/14/2010 |
| 12-Mo. Yield | 1.15% |
| Expenses | - |
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Performance Analytics (As of 08/16/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | Since 09/05/2007 |
2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 17.5 | -4.1 | 5.1 | 27.1 | -32.0 | -2.5 |
| Sharpe Ratio | NA | 1.38 | -0.16 | 0.74 | 1.2 | -0.78 | -0.79 |
| Draw Down(%) | NA | 7.5 | 47.8 | 7.5 | 16.2 | 44.3 | 8.0 |
| Standard Deviation(%) | NA | 12.6 | 28.7 | 11.1 | 22.6 | 42.2 | 12.7 |
| Treynor Ratio | NA | 0.36 | -0.06 | 0.24 | 0.35 | -0.41 | -0.16 |
| Alpha | NA | 0.05 | 0.01 | 0.04 | 0.02 | 0.0 | -0.04 |
| Beta | NA | 0.49 | 0.75 | 0.35 | 0.78 | 0.81 | 0.62 |
| RSquared | NA | 0.54 | 0.66 | 0.41 | 0.9 | 0.63 | 0.81 |
| Yield(%) | N/A | 1.1 | N/A | 0.0 | 1.2 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -95.1 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/05/2007
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See LARGE BLEND Asset Class Trend Rankings |
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