Wasatch

  • Wasatch Small Cap Growth Fund

Wasatch Small Cap Growth Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1986 -0.1 0 0 0 0 0 0 0 0 0 0 0 0
1987 0.5 -1.4 -27.5 -9.2 3.8 2.8 5.7 -0.5 -3.9 0.1 5.9 13.5 -15.4
1988 1.2 -5.7 -3.9 3.4 -3.1 -6.1 7.7 -1.7 -2.7 2.8 4.8 2.8 -1.4
1989 0.6 1.4 -1.9 4.2 3.3 3.7 -6 7.7 8.4 1.1 -0.1 6.8 32
1990 9.5 9.8 0.3 -10.7 -13.7 -3.3 1.1 10.8 0 8.8 9.2 -9.8 7.9
1991 9.3 -7.2 5.4 1.1 3.9 4.5 -3.4 2.8 -2 8.4 10.4 9.1 49.1
1992 -4.1 10.2 5.3 -0.3 -2.7 2.3 -3.7 -5.2 -3.6 -5.3 3.3 6 0.8
1993 0.8 -3.6 1.6 4.2 3.8 1.2 4.3 3 -4.4 5.3 -3.4 2 15
1994 -5.9 -1.8 3.3 1.3 6 2.5 -4.8 1.2 -1.4 -3.7 0.4 1.3 -2.3
1995 -0.3 0.8 -5 5.9 -0.4 6.6 7 1.2 2.5 1.5 2 1.5 25.2
1996 4.6 0.9 -1.6 1.6 2.9 -8.3 -7.2 2.5 7.7 3.9 2.8 -3.4 5.2
1997 -1.8 -0.3 -2.2 4.8 0.7 5.5 5.5 14.1 0 -5.7 -4 2.9 19.3
1998 9.6 11.1 7.7 7.5 -24.2 -6.4 2.1 -4.4 1.7 2.3 8 1.1 10.8
1999 9.7 10.2 2.8 4.9 -2.9 2.6 10.4 0.5 2.6 1.6 -9.6 3.7 0
2000 11 -11.6 -0.3 0.4 7.6 -0.1 16.4 -1.7 -4.1 -5.8 16.3 -7.3 17.7
2001 8.1 11.5 9.5 -11.4 -3.5 1.6 1 5.2 14.4 -5.4 -13.3 8.7 24.2
2002 -8.3 9.5 8.9 -6.3 -0.8 -10.1 -9.4 -1.4 -2.2 7 -5.6 -4.9 -23.4
2003 -1.7 1.6 10.5 -3.9 3.5 5.7 5.4 9.5 9 3.5 -4.7 -4.5 37.4
2004 5.5 6.4 3 5.6 -3.2 -7.5 3.3 2.7 -3.6 -0.5 -0.3 2.2 13.4
2005 -0.7 5.6 -4 -0.9 -3.5 5.2 3.7 7.3 -4.1 -1.9 3.3 -4 5.2
2006 0.7 3.2 3.6 1.8 3.1 -4 -2.2 -5.4 -0.6 2.5 0.8 5.3 8.4
2007 0.3 -5.8 5.6 4.1 1.2 -3.2 -1.2 3.4 3.1 -0.1 -0.4 1.8 8.4
2008 6.4 -9.8 -18.7 -11.4 4.3 -0.5 -10.5 2.4 5.9 -1.9 -7 -8.2 -41.7
2009 7 3.6 -3.4 5.6 1.2 7.1 3.4 4.4 15.8 9.6 -4 -7.9 48.7
2010 5.3 4.9 4.4 13.2 -3.8 5.9 -3.7 -6.7 2.4 7.2 4.1 -5.7 28.9
2011 -0.4 -0.9 13 -8.1 -6.4 -3.5 -0.8 -0.3 2.3 4.8 2.7 -1.1 -0.1
2012 1.7 1.2 -2 3.1 2 -0.7 2.7 -4.5 -0.8 2.2 5.4 6 16.9
2013 2.7 2.5 0.3 6.3 -1.6 4.7 0.3 3.8 -0.2 3.8 0.3 4.8 31.2
2014 1.7 0.9 4.5 -3.2 4.4 -5.1 5.4 0 -6.1 -1.6 3.3 -0.7 2.6
2015 -2.6 4.1 4.8 -5.7 -6.4 -0.8 1.7 1.5 -3.6 1.3 7.9 -1.6 -0.4
2016 -1.8 4.1 -2.9 2 -0.2 6.7 -0.7 1.6 0.6 8.1 -2.1 -9.6 4.7
2017 0.3 4.3 1.2 4.2 0 0.4 0.9 0.8 2.5 1.1 0.5 3.7 21.7
2018 -13.3 3.5 -10.5 -2.3 11 1.9 2.7 6 -1.7 1.7 0.6 5.5 2.4
2019 -9.9 7.3 0.7 -3.2 -3 1.7 6 -2.7 5.6 -0 7.1 12.6 21.9
2020 9.4 16.1 2.2 -8.2 7.2 5.7 5.3 13.5 17.5 -20.4 -5.3 1.4 45.2
2021 -18.2 -8.1 6.5 -3.2 1.1 1.4 4.2 -3.5 5.7 18.5 7.1 -18 -12.1
2022 -5.7 1.6 6.7 -10.1 -2.9 9.2 -8.9 -5.5 -13 -0.4 -2.2 -15.9 -40.3
2023 11.6 10.3 -9 -7 -2.9 5.1 10.4 -2.8 -1.2 -1.9 -3.1 13.1 21.2
2024 -4.9 1.2 5.8 -2.9 0 0 0 0 0 0 0 0 1.2