Wasatch Core Growth (WGROX)

67.37 +0.53 (+0.79%) USD  |  May 23 2022

WGROX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 23, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Wasatch Core Growth
19.19%
30.18%
6.10%
3.92%
10.54%
24.29%
-3.58%
33.26%
36.56%
21.03%
-28.45%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-16.13%
Wasatch Ultra Growth
12.45%
35.67%
3.44%
2.85%
8.03%
31.56%
10.56%
38.06%
71.38%
5.58%
-34.73%
T. Rowe Price QM US Small-Cap Gr Eq
15.69%
44.19%
6.38%
2.33%
11.31%
22.12%
-6.86%
32.76%
23.84%
11.30%
-23.97%
JNL/Invesco Small Cap Growth A
17.68%
39.69%
7.99%
-1.79%
11.51%
24.96%
-9.11%
24.41%
56.51%
7.27%
-34.59%
JNL Multi-Manager Small Cap Growth A
13.83%
30.47%
2.80%
-4.68%
5.75%
27.24%
-2.05%
35.89%
46.43%
2.92%
-30.87%
As of May 23, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Wasatch Core Growth
-9.30%
-11.63%
-29.73%
-20.98%
9.90%
12.08%
12.97%
8.90%
8.62%
12.05%
S&P 500 Total Return
-6.83%
-5.59%
-14.66%
-3.01%
13.98%
12.63%
13.88%
8.80%
8.78%
10.01%
Wasatch Ultra Growth
-12.42%
-16.94%
-36.72%
-32.90%
10.37%
16.09%
14.74%
9.72%
9.16%
11.10%
T. Rowe Price QM US Small-Cap Gr Eq
-8.21%
-9.13%
-24.45%
-17.74%
6.40%
7.82%
11.67%
9.26%
8.98%
7.64%
JNL/Invesco Small Cap Growth A
-9.72%
-14.32%
-36.62%
-29.89%
6.55%
7.45%
10.91%
7.64%
8.11%
8.40%
JNL Multi-Manager Small Cap Growth A
-10.22%
-13.10%
-33.50%
-29.32%
5.06%
9.82%
10.03%
7.51%
8.59%
8.99%
As of May 23, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022