Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WGUSX (Wasatch US Select Inst) | -1.73% | -5.70% | 6.39% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/13/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WGUSX (Wasatch US Select Inst) | 06/13/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.83 | -5.70 | 6.39 | NA | NA | NA | NA | … | … | -1.73 | -4.24 | 9.26 | 33.55 | 5.50 |
| Sharpe Ratio | NA | -0.42 | 0.18 | NA | NA | NA | NA | … | … | -0.30 | -0.32 | 0.35 | 1.74 | 0.25 |
| Standard Deviation(%) | NA | 19.53 | 19.38 | NA | NA | NA | NA | … | … | 22.78 | 22.52 | 16.22 | 17.33 | 31.28 |
| Draw Down(%) | NA | 18.21 | 23.87 | NA | NA | NA | NA | … | … | 17.18 | 21.67 | 8.86 | 13.83 | 21.66 |
| Yield(%) | 0.00 | 6.70 | 4.13 | 2.98 | 1.49 | 0.99 | 0.75 | … | … | 0.00 | 6.70 | 3.57 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 06/13/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WGUSX (Wasatch US Select Inst) |
4.42%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| WGUSX (Wasatch US Select Inst) |
16.13%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart