Nasdaq - Delayed Quote USD
Wasatch Core Growth (WGROX)
80.08
+0.96
+(1.21%)
At close: 8:04:30 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -11.96% |
| 5y Average Return | 12.02% |
| Number of Years Up | 33 |
| Number of Years Down | 5 |
| Best 1Y Total Return (Apr 28, 2025) | 36.56% |
| Worst 1Y Total Return (Apr 28, 2025) | -- |
| Best 3Y Total Return | 36.56% |
| Worst 3Y Total Return | 1.46% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WGROX
Category
- YTD
- -9.69%
- 12.40%
- 1-Month
- -8.51%
- 3.37%
- 3-Month
- -9.69%
- 4.88%
- 1-Year
- -2.14%
- 55.69%
- 3-Year
- 3.91%
- 19.34%
- 5-Year
- 15.43%
- 20.72%
- 10-Year
- 10.30%
- 13.98%
- Last Bull Market
- 29.61%
- 27.85%
- Last Bear Market
- -18.14%
- -24.06%
Annual Total Return (%) History
Year
WGROX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -9.69% | -- | -- | -- |
| 2024 | 4.46% | -3.32% | 11.23% | 0.76% |
| 2023 | 8.89% | 6.48% | -1.76% | 17.15% |
| 2022 | -15.92% | -18.14% | -5.82% | 6.68% |
| 2021 | 5.58% | 8.60% | -0.15% | 5.71% |
| 2020 | -23.93% | 33.11% | 6.61% | 26.50% |
| 2019 | 15.37% | 7.61% | -1.31% | 8.76% |
| 2018 | 4.13% | 6.65% | 6.77% | -18.68% |
| 2017 | 4.21% | 4.83% | 5.67% | 7.67% |
| 2016 | -3.19% | 2.07% | 8.81% | 2.81% |
| 2015 | 7.30% | 2.42% | -8.15% | 2.95% |
| 2014 | -1.10% | 1.94% | -4.18% | 9.83% |
| 2013 | 7.59% | 5.02% | 7.78% | 6.89% |
| 2012 | 11.01% | -1.87% | 5.13% | 4.08% |
| 2011 | 6.66% | 3.60% | -14.18% | 10.82% |
| 2010 | 5.16% | -5.25% | 9.19% | 14.89% |
| 2009 | -8.33% | 29.50% | 14.92% | 6.40% |
| 2008 | -14.66% | -1.83% | -8.94% | -27.03% |
| 2007 | 4.65% | 8.52% | -4.93% | -1.45% |
| 2006 | 8.83% | -8.03% | 0.69% | 5.85% |
| 2005 | -4.12% | 6.56% | -0.59% | 1.66% |
| 2004 | 9.07% | -1.32% | -3.17% | 16.72% |
| 2003 | -7.53% | 27.16% | 6.92% | 10.14% |
| 2002 | 10.14% | -9.24% | -26.37% | 4.75% |
| 2001 | 0.84% | 30.74% | -16.62% | 17.19% |
| 2000 | -1.54% | 10.02% | 13.68% | 11.56% |
| 1999 | -5.52% | 15.63% | -3.55% | 13.27% |
| 1998 | 10.39% | -0.58% | -23.39% | 20.80% |
| 1997 | -1.40% | 17.11% | 12.54% | -1.86% |
| 1996 | 9.09% | 2.64% | -1.68% | 5.86% |
| 1995 | 10.16% | 12.04% | 11.44% | 2.09% |
| 1994 | -4.29% | -5.66% | 12.00% | 1.54% |
| 1993 | -1.54% | 3.84% | 5.87% | 2.67% |
| 1992 | 2.56% | -9.77% | -0.87% | 14.16% |
| 1991 | 25.80% | -2.06% | 8.77% | 5.06% |
| 1990 | 7.35% | 10.06% | -17.59% | 13.30% |
| 1989 | 6.39% | 10.43% | 8.78% | -2.33% |
| 1988 | 8.46% | 3.48% | -3.36% | -4.87% |
| 1987 | 14.73% | 1.82% | 2.59% | -20.06% |
Rank in Category (By Total Return)
| YTD | 39 |
| 1-Month | 76 |
| 3-Month | 39 |
| 1-Year | 29 |
| 3-Year | 9 |
| 5-Year | 15 |
Load Adjusted Returns
| 1-Year | -2.14% |
| 3-Year | 3.91% |
| 5-Year | 15.43% |
| 10-Year | 10.30% |
Performance & Risk
| YTD Return | -11.96% |
| 5y Average Return | 12.02% |
| Rank in Category (ytd) | 39 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.29 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Growth |
| Fund Family | Wasatch |
| Net Assets | 4.29B |
| YTD Return | -9.69% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 31, 2012 |
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.
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