Wasatch Small Cap Growth Institutional (WIAEX)

36.86 +1.49 (+4.21%) USD  |  Aug 10 2022

WIAEX 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 August 10, 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 Small Cap Growth Institutional
16.95%
31.17%
2.61%
-0.55%
5.03%
21.96%
3.61%
40.32%
54.66%
8.40%
-27.43%
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%
-10.85%
Invesco Discovery Y
17.41%
46.55%
-1.96%
2.22%
4.49%
29.41%
-3.35%
37.06%
50.40%
15.88%
-22.98%
Wasatch Core Growth Institutional
19.30%
30.27%
6.18%
3.98%
10.71%
24.47%
-3.46%
33.43%
36.76%
21.16%
-21.00%
Alger Small Cap Focus Z
14.22%
38.63%
2.16%
2.28%
8.48%
29.27%
14.51%
24.52%
53.78%
-13.92%
-26.84%
Conestoga Small Cap Institutional
11.00%
49.26%
-8.00%
8.26%
14.30%
28.74%
0.81%
25.42%
30.59%
16.37%
-20.12%
As of August 10, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Wasatch Small Cap Growth Institutional
10.79%
14.61%
-14.46%
-29.54%
9.26%
15.15%
12.16%
9.83%
10.94%
12.04%
S&P 500 Total Return
8.08%
5.68%
-5.80%
-3.69%
14.87%
13.54%
13.79%
9.55%
10.13%
10.14%
Invesco Discovery Y
13.09%
15.19%
-9.87%
-18.76%
11.66%
15.55%
13.51%
10.84%
11.41%
11.10%
Wasatch Core Growth Institutional
10.01%
12.61%
-10.15%
-18.11%
12.43%
14.48%
13.62%
10.08%
11.01%
12.32%
Alger Small Cap Focus Z
9.96%
19.13%
-15.15%
-36.37%
-2.42%
9.29%
11.21%
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8.96%
Conestoga Small Cap Institutional
8.81%
15.76%
-6.35%
-15.85%
7.90%
11.58%
13.35%
10.51%
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11.80%
As of August 10, 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 July 31, 2022