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    Wasatch

  • Wasatch Small Cap Value Fund

Wasatch Small Cap Value Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 0 0 0 0 0 0 0 0 0 0 0 0 0
1998 5.8 6.7 7.2 4.1 -17.6 -6.7 -2.2 -4.6 3.4 3.1 8.1 4 0
1999 8.8 10.2 -4.2 -0.4 -5.8 4.9 10.3 6.2 8.2 -7.1 -5 1.4 28.1
2000 7.9 -3.3 -5.1 2 3.6 3.1 9.5 -2.7 -2 6.6 3.6 3.7 29.2
2001 7.7 8.2 -3.9 -8.1 -1.9 0.5 3.5 7.5 10.4 -1.2 -2.6 11.4 33.6
2002 -3.7 10.9 0 -10.3 -3.8 -16.6 -4.9 -1.7 1.7 12.2 0.5 1.5 -16.3
2003 3 2 9.3 0.2 3.6 7.8 5.6 9.8 8.5 3.2 -4.5 -2.9 54.6
2004 6.1 8.1 1.6 3.6 -1.3 -5.1 2.5 0.2 -5.5 2.1 2.9 5.5 21.6
2005 1.3 4 -3 -0.2 -2.7 5.2 6.5 4.2 -4.2 -2.4 0.4 -3.6 4.8
2006 -9.6 2.7 4.7 1.2 -1 -2.8 -0.7 -2.5 0.5 4.1 0.4 6.6 2.6
2007 -0.5 -6.1 -0.2 2.2 -2.5 -7.6 -1.2 5.7 3.8 0.8 -0.6 4.2 0
2008 5.7 -14.2 -27.3 -14.3 2.5 -2.4 -6.5 4.5 3.4 -0.3 -1.8 -6.5 -47.8
2009 7.8 2.7 -4.7 5 4 8.2 4 8.2 19 8.8 -9.1 -5.4 55.9
2010 7.4 4.6 5.2 10.4 -7.3 3.8 -5.2 -5 4.9 8.9 2.2 -4.8 25.5
2011 0.3 -1.2 11.5 -9.8 -7.2 -3.6 -2.3 -0.8 2.1 3.2 4.1 0 -5.2
2012 3.9 2.9 -1.3 2.4 1.9 0 3.1 -8.1 0.3 1.1 3.5 6.4 0
2013 1.5 3.2 3.3 4.1 -2.4 6.8 0.9 5.6 0 3.5 1.7 4.7 37.8
2014 0.9 -0.8 4.6 -5 3.6 -6.2 4.1 2.1 -0.2 1.9 5.2 -2.2 7.4
2015 -3.6 3.5 1.7 -3.8 -5.9 -1.1 2.2 2.2 -2.8 1.9 8.4 -2 0
2016 2.8 8 -3.3 1.1 2.8 5.7 1 1 2.1 6.1 0.6 -8.5 0
2017 0.9 4.9 0.9 6.4 -1.2 0.8 3.7 -0.3 -0.3 1.5 0.7 0.1 19.5
2018 -11.9 2.9 -7 -2.5 4.4 0.8 1.1 5 0.8 -0.4 -4.1 2.3 -9.6
2019 1.3 3.2 1.5 2 -4.5 0.8 7.2 -7.3 5.8 -2.5 3.7 10.5 22.3
2020 7.7 17.6 2.6 -5 4.4 5.4 3.1 10.6 15.3 -26.8 -10.6 -3.7 12.5
2021 -4.3 -1.8 4.9 -2.5 0.6 -1.5 0.1 2.7 10.8 2.3 8.9 -4.1 16
2022 -9.5 6.3 12 -11.2 -4.6 11.5 -10.6 1.7 -8.1 -0.8 -1.8 -7.5 -23.4
2023 10 8.9 -6.5 -5.1 -1.2 6.9 12.2 -3.6 -1.1 -4 -2.6 12.9 26.9
2024 -7.1 2.5 6.9 -2.6 0 0 0 0 0 0 0 0 0.1