Nasdaq - Delayed Quote USD

Wasatch Core Growth (WGROX)

84.85 +1.46 (+1.75%)
As of 8:06 AM EDT. Market Open.

Fund Summary

The fund invests primarily in smaller growing companies at reasonable prices. It may invest up to 20% of the fund’s total assets in the equity securities (typically common stock) of foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States). Securities issued by companies incorporated outside the United States whose securities are principally traded in the United States are not defined as foreign companies and are not subject to this limitation.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 45.16%
Worst 1Y Total Return --
Number of Years Up 32
Number of Years Down 5

Performance & Risk

YTD Return -1.67%
5y Average Return 10.35%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.19
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
WGROXCategory AverageWGROXCategory AverageWGROXCategory Average
Alpha -8.24 -0.02 -3.12 0.01 -1.72 -0.02
BETA 1.19 0.01 1.18 0.01 1.15 0.01
Mean Annual Return 0.5 0.02 1.26 0.02 1.12 0.01
R-squared 78.63 0.78 80.43 0.73 77.03 0.73
Standard Deviation 23.63 0.26 24.24 0.21 19.83 0.19
Sharpe Ratio 0.13 0.01 0.54 0.01 0.6 0.01
Treynor Ratio 0.35 0.15 9.14 0.17 9.26 0.11

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