Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGMVX (Wasatch Micro Cap Value Fund Institutional Class Shares) | 16.39% | 31.15% | 19.04% | 5.04% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGMVX (Wasatch Micro Cap Value Fund Institutional Class Shares) | 02/03/2020 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.68 | 31.15 | 19.04 | 5.04 | NA | NA | NA | … | … | 16.39 | 9.47 | 24.19 | 13.38 | -28.98 | 26.69 | 41.85 |
| Sharpe Ratio | NA | 1.32 | 0.80 | 0.10 | NA | NA | NA | … | … | 1.38 | 0.31 | 1.07 | 0.55 | -1.20 | 1.41 | 1.21 |
| Standard Deviation(%) | NA | 19.07 | 19.73 | 20.55 | NA | NA | NA | … | … | 20.69 | 21.17 | 19.23 | 17.79 | 25.47 | 18.97 | 38.31 |
| Draw Down(%) | NA | 13.22 | 23.89 | 38.50 | NA | NA | NA | … | … | 13.22 | 20.92 | 8.14 | 17.51 | 34.20 | 12.18 | 41.30 |
| Yield(%) | 0.00 | 11.25 | 4.82 | 5.42 | 5.91 | 3.94 | 2.96 | … | … | 0.00 | 11.00 | 0.00 | 0.00 | 0.00 | 23.20 | 16.32 |
Data as of 06/11/2026, Common starting date is 02/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGMVX (Wasatch Micro Cap Value Fund Institutional Class Shares) |
-4.98%
Apr 2021 – Apr 2024 |
3.27%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGMVX (Wasatch Micro Cap Value Fund Institutional Class Shares) |
22.75%
Mar 2020 – Mar 2023 |
17.65%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart