Wasatch

  • Wasatch Ultra Growth Fund

Wasatch Ultra Growth Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1995 0.2 4.1 -4.8 0 0 0 0 0 0 0 0 0 0
1996 3 4.6 -2 3.4 5.1 -8.2 -11.1 2.3 8.2 -0.2 4.9 -4.5 3.6
1997 -7.2 -1.4 -6 5.9 1.9 6.7 1 16.6 1.1 -11.1 -6.4 1.2 -0.7
1998 13.4 11.2 9.5 13.8 -21.6 -8.6 1.5 -7.8 6.9 1.4 11.5 -2 24.7
1999 12.7 3.8 -0.9 4 -3.5 2.8 7.7 4.7 -4.6 2.9 -14.9 4.2 17.4
2000 17.6 -13.3 -1.2 -1.3 10.9 2 18.9 0.9 -8.1 -5.8 16.8 -6.7 27.3
2001 8.7 9.3 11.3 -13.9 -3.8 3.3 1.5 5.9 21.3 -13.7 -16.3 10.9 18.3
2002 -8 16.3 11.3 -7.4 -1.6 -9 -11.2 -3.4 -2.8 10.3 -7.4 -3.4 -18.7
2003 -1.1 3.7 9 -3.9 4.1 9.5 6.9 14.8 5.4 2.5 -7.7 -3.6 44.5
2004 5.5 7.9 2 6.1 -7.7 -11.8 1.7 1.7 -4.6 -1.6 -2.3 4.4 -0.8
2005 -0.5 5.4 -5.1 0.2 -1.1 5.3 3.8 5.3 -3.4 -2.6 4.4 -6.9 3.6
2006 0.2 3.7 3.2 0.6 3.4 -3.9 -2.9 -6.2 -0.9 4.2 0.4 6 7.3
2007 -0.1 -7.6 8 6.3 1.1 1.5 -1 3.1 2.7 0.5 -0.1 0.8 15.2
2008 2.4 -13.3 -22.9 -16.6 2.5 -5.3 -9.2 4.3 6.9 -3.3 -6.8 -11.8 -55.4
2009 7 3.2 -3.4 7.2 1.6 5.9 6.7 6.2 13.5 7.7 -4.9 -4.3 0
2010 7 3.2 3.9 11.1 -0.8 6.7 -2.5 -6 2.4 8.7 4.2 -5.3 35.9
2011 0.1 -3.4 10.3 -7 -8.1 -3.5 -1.3 -1.2 3.5 5.1 2.1 -0.8 -5.5
2012 2.7 0.6 -3.2 4.3 0.7 -2.3 5.9 -7.8 -1.6 3.1 3.9 6.4 12.4
2013 3.6 3 2 6.6 -2.2 4.5 1.4 5 -1.2 3 0.5 5 35.7
2014 3.5 -0.1 6 -5.5 3.8 -7.3 9 0.6 -8.7 -0.3 3.1 0.8 3.3
2015 -2.7 6.4 4.9 -4.5 -6.8 -2.2 1.8 3 -3.1 1.4 9.5 -3.5 2.9
2016 -1.8 4.6 -5.1 2.7 2.6 6.6 1.5 3.2 1.8 9.5 -3 -13.1 7.9
2017 0 4.1 1 4.7 0.2 1.6 4.9 1.6 2.3 2.7 0.9 3.9 31.6
2018 -11.1 4.9 -12.3 -2.1 12.5 0.3 2.7 9.1 2.3 2.9 -0.3 4.1 10.3
2019 3.5 7.4 1.1 -1.3 -1.5 -0.8 4.8 -4.8 5.4 -1.1 7.6 11.8 35.3
2020 10.1 12.5 -0.4 -1.5 4 5.2 7 15.4 22.7 -15.8 -4.9 3.4 66.3
2021 -11.4 -7.2 5.4 -3.4 2.5 -1.9 4.9 -4.9 19.8 -4.7 6.5 -8.5 -6.6
2022 -5.7 4 3.2 -10.3 -2.8 10.1 -8.7 -5.4 -13.9 -2.2 0.7 -15.4 -39.7
2023 16.3 14.3 -10 -9.5 -7.1 5.1 7.5 0.5 -2.3 -1.9 -2.3 11.5 19.2
2024 -8.2 -0.1 9.4 -2.9 0 0 0 0 0 0 0 0 1.8