Wasatch Small Cap Growth Fund

Monthly Returns (%)
Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1986 0 0 0 0 0 0 0 0 0 0 0 -0.1 0
1987 13.51 5.91 0.08 -3.91 -0.52 5.66 2.8 3.77 -9.19 -27.47 -1.41 0.5 -15.4
1988 2.84 4.84 2.75 -2.67 -1.65 7.71 -6.12 -3.09 3.42 -3.86 -5.73 1.19 -1.4
1989 6.77 -0.11 1.13 8.41 7.65 -5.96 3.68 3.25 4.2 -1.92 1.4 0.55 32
1990 -9.8 9.24 8.83 0 10.76 1.08 -3.28 -13.72 -10.69 0.31 9.8 9.48 7.9
1991 9.08 10.43 8.39 -1.95 2.78 -3.42 4.48 3.9 1.05 5.42 -7.16 9.27 49.1
1992 5.95 3.31 -5.27 -3.61 -5.18 -3.7 2.28 -2.74 -0.26 5.32 10.22 -4.13 0.8
1993 1.95 -3.41 5.33 -4.44 2.98 4.28 1.22 3.78 4.22 1.62 -3.59 0.78 15
1994 1.28 0.35 -3.73 -1.42 1.22 -4.78 2.48 6.03 1.32 3.26 -1.75 -5.88 -2.3
1995 1.47 2.02 1.47 2.5 1.22 7.03 6.61 -0.42 5.93 -5.04 0.8 -0.25 25.2
1996 -3.39 2.82 3.92 7.67 2.49 -7.17 -8.32 2.9 1.55 -1.57 0.88 4.6 5.2
1997 2.85 -4.03 -5.73 0 14.05 5.49 5.47 0.71 4.79 -2.19 -0.34 -1.79 19.3
1998 1.1 7.96 2.31 1.71 -4.4 2.1 -6.42 -24.22 7.5 7.68 11.09 9.62 10.8
1999 3.7 -9.57 1.58 2.61 0.49 10.37 2.61 -2.94 4.88 2.8 10.21 9.7 40.7
2000 -7.34 16.3 -5.79 -4.11 -1.7 16.43 -0.09 7.59 0.43 -0.27 -11.59 11 17.7
2001 8.66 -13.33 -5.38 14.44 5.18 0.97 1.63 -3.49 -11.4 9.5 11.51 8.06 24.2
2002 -4.94 -5.63 6.99 -2.24 -1.41 -9.35 -10.07 -0.82 -6.29 8.94 9.48 -8.34 -23.4
2003 -4.49 -4.74 3.46 8.98 9.51 5.4 5.74 3.53 -3.91 10.5 1.63 -1.74 37.4
2004 2.16 -0.28 -0.47 -3.6 2.67 3.33 -7.45 -3.16 5.56 2.95 6.43 5.45 13.4
2005 -3.98 3.27 -1.87 -4.06 7.3 3.69 5.15 -3.46 -0.9 -4 5.63 -0.74 5.2
2006 5.31 0.75 2.54 -0.6 -5.39 -2.18 -3.97 3.06 1.76 3.57 3.18 0.65 8.4
2007 1.82 -0.37 -0.13 3.08 3.35 -1.16 -3.23 1.21 4.07 5.59 -5.81 0.26 8.4
2008 -8.19 -6.98 -1.85 5.86 2.35 -10.45 -0.49 4.33 -11.37 -18.72 -9.84 6.38 -41.7
2009 -7.86 -4 9.6 15.82 4.41 3.4 7.13 1.2 5.61 -3.36 3.62 7.02 48.7
2010 -5.68 4.12 7.18 2.42 -6.66 -3.7 5.86 -3.79 13.23 4.41 4.92 5.3 28.9
2011 -1.09 2.74 4.83 2.31 -0.28 -0.84 -3.5 -6.35 -8.06 12.95 -0.88 -0.38 -0.1
2012 5.98 5.44 2.2 -0.79 -4.48 2.71 -0.74 1.97 3.06 -1.98 1.21 1.68 17
2013 4.8 0.28 3.83 -0.16 3.82 0.26 4.74 -1.59 6.32 0.25 2.51 2.72 31.2
2014 -0.72 3.26 -1.6 -6.08 0.04 5.41 -5.13 4.38 -3.2 4.5 0.86 1.65 2.6
2015 -1.61 7.91 1.32 -3.6 1.45 1.7 -0.76 -6.41 -5.72 4.83 4.07 -2.56 -0.4
2016 -9.64 -2.09 8.1 0.56 1.59 -0.69 6.69 -0.19 2.02 -2.9 4.14 -1.75 4.7
2017 3.72 0.51 1.06 2.51 0.81 0.88 0.41 0 4.22 1.22 4.34 0.27 21.7
2018 5.47 0.55 1.72 -1.71 5.98 2.69 1.86 11.01 -2.25 -10.52 3.54 -13.31 2.4
2019 12.55 7.08 -0.03 5.56 -2.74 5.99 1.69 -2.97 -3.15 0.67 7.26 -9.88 21.9
2020 7.24 5.73 5.31 13.54 17.47 -20.4 -5.29 1.4 -8.15 2.21 16.07 9.43 45.2
2021 -17.97 7.09 18.48 5.73 -3.49 4.19 1.43 1.08 -3.15 6.47 -8.14 -18.2 -12.1
2022 -15.93 -2.24 -0.44 -12.96 -5.51 -8.89 9.17 -2.93 -10.1 6.68 1.64 -5.69 -40.3
2023 13.1 -3.11 -1.93 -1.18 -2.78 10.42 5.11 -2.94 -7 -8.95 10.34 11.56 21.2
2024 -2.85 10