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 |