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Friday, December 18, 2009, 11:51PM ET - U.S. Markets Closed. Dow  0.20% Nasdaq  1.45%

Wasatch Heritage Value (WAHVX)

On Dec 18: 8.23   0.07 (0.84%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Year to Date Return: 22.44% 5-Year Average Return: N/A Number of Years Up: 0 Number of Years Down: 1 Best 1-Yr Total Return (2008): -30.95% Worst 1-Yr Total Return (2008): -30.95% Best 3-Yr Total Return (N/A): N/A Worst 3-Yr Total Return (N/A): N/A LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return WAHVX Category Diff Index* Diff Year To Date 22.44 25.10 -2.66 24.07 -1.63 1-Month 4.63 5.28 -0.65 6.00 -1.37 3-Month 6.14 7.01 -0.87 7.91 -1.77 1-Year 31.33 28.01 3.32 25.39 5.94 3-Year N/A -5.87 N/A -5.79 N/A 5-Year N/A 0.64 N/A 0.71 N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 30.49 46.08 -15.59 45.76 -15.27 Last Bear Market ( 31-Aug-08 to 31-Aug-09) -12.26 -17.41 5.15 -18.25 5.99 * Index means [ S&P 500 TR ] ANNUAL TOTAL RETURN (%) HISTORY   Year WAHVX Category Diff 2009 N/A N/A N/A 2008 -30.95 -37.79 6.84 2007 N/A 6.16 N/A 2006 N/A 14.17 N/A 2005 N/A 5.88 N/A 2004 N/A 10.02 N/A 2003 N/A 27.05 N/A 2002 N/A -22.25 N/A 2001 N/A -13.50 N/A 2000 N/A -6.31 N/A 1999 N/A 20.16 N/A PAST QUARTERLY RETURNS (%) FOR WAHVX   Q1 Q2 Q3 Q4 2009 -6.17 14.77 11.33 N/A 2008 -7.37 0.55 -10.55 -17.12 2007 N/A N/A N/A -3.28 2006 N/A N/A N/A N/A 2005 N/A N/A N/A N/A 2004 N/A N/A N/A N/A 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 1071 2021 52.99 1-Month 63 2113 2.98 3-Month 710 2091 33.96 6-Month 1981 2064 95.98 1-Year 579 2011 28.79 3-Year 1707 N/A 5-Year 1360 N/A
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