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Sunday, December 20, 2009, 3:55AM ET - U.S. Markets Closed. Dow  0.20% Nasdaq  1.45%

Wasatch Heritage Growth (WAHGX)

On Dec 18: 9.52   0.01 (0.11%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Average Year to Date Return: 35.28% 5-Year Average Return: 0.62% Number of Years Up: 3 Number of Years Down: 1 Best 1-Yr Total Return (2006): 6.01% Worst 1-Yr Total Return (2008): -37.60% Best 3-Yr Total Return (2005-7): 4.81% Worst 3-Yr Total Return (2006-8): -11.76% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return WAHGX Category Diff Index* Diff Year To Date 35.28 31.59 3.69 24.07 11.21 1-Month 4.62 4.49 0.13 6.00 -1.38 3-Month 6.30 6.16 0.14 7.91 -1.61 1-Year 37.51 35.24 2.27 25.39 12.12 3-Year -4.13 -5.04 0.91 -5.79 1.66 5-Year 0.62 1.47 -0.85 0.71 -0.09 Last Bull Market ( 28-Feb-09 to 30-Sep-09) 48.72 48.99 -0.27 45.76 2.96 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -13.80 -20.53 6.73 -18.25 4.45 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year WAHGX Category Diff 2009 N/A N/A N/A 2008 -37.60 -43.77 6.17 2007 3.85 15.09 -11.24 2006 6.01 9.00 -2.99 2005 4.58 9.84 -5.26 2004 N/A 13.23 N/A 2003 N/A 35.96 N/A 2002 N/A -27.24 N/A 2001 N/A -19.98 N/A 2000 N/A -4.78 N/A 1999 N/A 60.49 N/A PAST QUARTERLY RETURNS (%) FOR WAHGX   Q1 Q2 Q3 Q4 2009 -0.73 17.91 15.57 N/A 2008 -11.12 4.58 -12.45 -23.31 2007 1.80 7.15 -1.26 -3.59 2006 3.17 -5.21 2.80 5.46 2005 -3.23 3.80 2.14 1.92 2004 N/A N/A -1.69 13.01 2003 N/A N/A N/A N/A 2002 N/A N/A N/A N/A 2001 N/A N/A N/A N/A 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 314 827 37.97 1-Month 52 881 5.90 3-Month 307 879 34.93 6-Month 448 862 51.97 1-Year 320 825 38.79 3-Year 258 734 35.15 5-Year 362 632 57.28
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