WGROX - Wasatch Core Growth Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return13.09%
5-Year Average Return12.47%
Number of Years Up28
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)45.16%
Worst 1 Yr Total Return (Feb 3, 2019)-44.34%
Best 3-Yr Total Return45.16%
Worst 3-Yr Total Return-14.19%

Trailing Returns (%) Vs. Benchmarks

ReturnWGROXCategory
YTD24.15%21.82%
1-Month5.96%7.04%
3-Month7.61%4.12%
1-Year7.79%3.22%
3-Year18.51%16.12%
5-Year12.46%9.18%
10-Year16.28%14.47%
Last Bull Market22.68%27.94%
Last Bear Market-14.49%-24.22%

Annual Total Return (%) History

Year
WGROXCategory
2019
N/AN/A
2018
-3.58%-5.76%
2017
24.29%21.50%
2016
10.54%11.20%
2015
3.92%-2.41%
2014
6.10%2.44%
2013
30.18%40.91%
2012
19.19%13.15%
2011
5.09%-3.55%
2010
24.99%26.98%
2009
45.16%35.46%
2008
-44.34%-41.55%
2007
6.40%7.59%
2006
6.68%10.81%
2005
3.26%6.02%
2004
21.65%12.41%
2003
38.46%45.54%
2002
-22.89%-27.88%
2001
28.82%-8.91%
2000
37.39%-3.85%
1999
19.35%64.77%
1998
1.56%5.23%
1997
27.55%17.41%
1996
16.54%18.67%
1995
40.42%36.15%
1994
2.68%-0.52%
1993
11.12%17.36%
1992
4.72%10.95%
1991
40.80%57.25%
1990
10.32%-9.84%
1989
24.83%26.27%
1988
3.18%18.22%
1987
-4.19%-3.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201915.37%7.61%N/AN/A
20184.13%6.65%6.77%-18.68%
20174.21%4.83%5.67%7.67%
2016-3.19%2.07%8.81%2.81%
20157.30%2.42%-8.15%2.95%
2014-1.10%1.94%-4.18%9.83%
20137.59%5.02%7.78%6.89%
201211.01%-1.87%5.13%4.08%
20116.66%3.60%-14.18%10.82%
20105.16%-5.25%9.19%14.89%
2009-8.33%29.50%14.92%6.40%
2008-14.66%-1.83%-8.94%-27.03%
20074.65%8.52%-4.93%-1.45%
20068.83%-8.03%0.69%5.85%
2005-4.12%6.56%-0.59%1.66%
20049.07%-1.32%-3.17%16.72%
2003-7.53%27.16%6.92%10.14%
200210.14%-9.24%-26.37%4.75%
20010.84%30.74%-16.62%17.19%
2000-1.54%10.02%13.68%11.56%
1999-5.52%15.63%-3.55%13.27%
199810.39%-0.58%-23.39%20.80%
1997-1.40%17.11%12.54%-1.86%
19969.09%2.64%-1.68%5.86%
199510.16%12.04%11.44%2.09%
1994-4.29%-5.66%12.00%1.54%
1993-1.54%3.84%5.87%2.67%
19922.56%-9.77%-0.87%14.16%
199125.80%-2.06%8.77%5.06%
19907.35%10.06%-17.59%13.30%
19896.39%10.43%8.78%-2.33%
19888.46%3.48%-3.36%-4.87%
198714.73%1.82%2.59%-20.06%

Rank In Category (By Total Return)

YTD32
1-Month86
3-Month12
1-Year28
3-Year33
5-Year13

Load Adjusted Returns

1-Year7.79%
3-Year18.51%
5-Year12.46%
10-Year16.28%