Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WIEMX (WASATCH EMERGING MARKETS SMALL CAP FUND INSTITUTIONAL CLASS SHARES) | 20.57% | 29.27% | 11.78% | 1.45% | 8.22% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WIEMX (WASATCH EMERGING MARKETS SMALL CAP FUND INSTITUTIONAL CLASS SHARES) | 02/02/2016 | 06/05/2026 |
| 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 (%) | -3.65 | 29.27 | 11.78 | 1.45 | 8.22 | NA | NA | … | … | 20.57 | -38.03 | -1.85 | 21.34 | -38.63 | 30.30 | 32.91 | 27.75 | -18.89 | 38.03 | 2.63 |
| Sharpe Ratio | NA | 1.49 | 0.54 | -0.06 | 0.37 | NA | NA | … | … | 2.35 | -0.76 | -0.40 | 1.43 | -1.64 | 1.79 | 1.07 | 2.05 | -1.32 | 4.16 | 0.18 |
| Standard Deviation(%) | NA | 17.89 | 15.92 | 17.83 | 18.14 | NA | NA | … | … | 22.22 | 54.84 | 13.76 | 12.48 | 24.57 | 16.95 | 30.42 | 12.80 | 15.41 | 9.02 | 14.88 |
| Draw Down(%) | NA | 7.18 | 25.48 | 45.00 | 45.00 | NA | NA | … | … | 7.18 | 42.42 | 10.32 | 12.15 | 43.22 | 9.91 | 36.42 | 7.17 | 28.14 | 3.70 | 16.24 |
| Yield(%) | 0.00 | 42.75 | 16.70 | 8.77 | 9.89 | 7.08 | 5.31 | … | … | 0.00 | 42.30 | 5.95 | 0.00 | 1.94 | 7.39 | 8.72 | 7.01 | 9.11 | 0.00 | 0.00 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| WIEMX (WASATCH EMERGING MARKETS SMALL CAP FUND INSTITUTIONAL CLASS SHARES) |
-9.92%
Dec 2021 – Dec 2024 |
0.13%
Dec 2020 – Dec 2025 |
6.77%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WIEMX (WASATCH EMERGING MARKETS SMALL CAP FUND INSTITUTIONAL CLASS SHARES) |
32.42%
Oct 2018 – Oct 2021 |
19.89%
Dec 2016 – Dec 2021 |
8.76%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart