Wasatch Ultra Growth Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1995 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | -4.78 | 4.06 | 0.22 | 0 |
| 1996 | -4.54 | 4.93 | -0.22 | 8.21 | 2.27 | -11.07 | -8.17 | 5.08 | 3.4 | -2.01 | 4.55 | 3.01 | 3.6 |
| 1997 | 1.16 | -6.42 | -11.1 | 1.13 | 16.56 | 1.01 | 6.69 | 1.88 | 5.91 | -5.95 | -1.36 | -7.17 | -0.7 |
| 1998 | -1.97 | 11.48 | 1.37 | 6.92 | -7.83 | 1.48 | -8.59 | -21.57 | 13.79 | 9.48 | 11.17 | 13.36 | 24.7 |
| 1999 | 4.2 | -14.85 | 2.85 | -4.55 | 4.65 | 7.66 | 2.84 | -3.46 | 3.95 | -0.86 | 3.81 | 12.65 | 17.4 |
| 2000 | -6.7 | 16.82 | -5.81 | -8.07 | 0.94 | 18.91 | 1.97 | 10.88 | -1.27 | -1.24 | -13.28 | 17.59 | 27.3 |
| 2001 | 10.93 | -16.25 | -13.73 | 21.33 | 5.91 | 1.45 | 3.26 | -3.77 | -13.86 | 11.26 | 9.28 | 8.74 | 18.3 |
| 2002 | -3.39 | -7.4 | 10.3 | -2.81 | -3.36 | -11.19 | -9.04 | -1.55 | -7.4 | 11.32 | 16.26 | -7.95 | -18.7 |
| 2003 | -3.56 | -7.69 | 2.51 | 5.35 | 14.8 | 6.91 | 9.47 | 4.09 | -3.89 | 8.97 | 3.74 | -1.07 | 44.5 |
| 2004 | 4.4 | -2.31 | -1.57 | -4.63 | 1.67 | 1.68 | -11.84 | -7.73 | 6.13 | 1.98 | 7.87 | 5.52 | -0.8 |
| 2005 | -6.89 | 4.36 | -2.61 | -3.43 | 5.3 | 3.79 | 5.26 | -1.06 | 0.21 | -5.11 | 5.35 | -0.54 | 3.7 |
| 2006 | 5.99 | 0.35 | 4.22 | -0.86 | -6.17 | -2.86 | -3.86 | 3.37 | 0.63 | 3.15 | 3.66 | 0.22 | 7.3 |
| 2007 | 0.75 | -0.12 | 0.45 | 2.72 | 3.13 | -1.01 | 1.45 | 1.12 | 6.27 | 7.99 | -7.6 | -0.1 | 15.2 |
| 2008 | -11.75 | -6.8 | -3.27 | 6.92 | 4.28 | -9.19 | -5.34 | 2.5 | -16.62 | -22.92 | -13.26 | 2.37 | -55.4 |
| 2009 | -4.27 | -4.94 | 7.65 | 13.54 | 6.17 | 6.68 | 5.89 | 1.6 | 7.19 | -3.38 | 3.24 | 6.98 | 55 |
| 2010 | -5.27 | 4.23 | 8.67 | 2.44 | -5.99 | -2.49 | 6.71 | -0.78 | 11.11 | 3.89 | 3.16 | 6.97 | 35.9 |
| 2011 | -0.79 | 2.13 | 5.09 | 3.52 | -1.24 | -1.34 | -3.45 | -8.11 | -7.03 | 10.29 | -3.38 | 0.14 | -5.5 |
| 2012 | 6.35 | 3.94 | 3.12 | -1.56 | -7.81 | 5.9 | -2.25 | 0.69 | 4.29 | -3.24 | 0.59 | 2.7 | 12.4 |
| 2013 | 4.97 | 0.48 | 2.98 | -1.17 | 5 | 1.44 | 4.52 | -2.2 | 6.55 | 2.04 | 3.03 | 3.64 | 35.7 |
| 2014 | 0.76 | 3.08 | -0.27 | -8.65 | 0.55 | 8.95 | -7.3 | 3.77 | -5.51 | 6 | -0.12 | 3.53 | 3.3 |
| 2015 | -3.46 | 9.51 | 1.39 | -3.13 | 3.03 | 1.77 | -2.22 | -6.8 | -4.49 | 4.93 | 6.44 | -2.72 | 3 |
| 2016 | -13.07 | -3.01 | 9.5 | 1.81 | 3.2 | 1.49 | 6.61 | 2.6 | 2.74 | -5.13 | 4.61 | -1.75 | 7.9 |
| 2017 | 3.9 | 0.88 | 2.74 | 2.34 | 1.56 | 4.87 | 1.61 | 0.19 | 4.65 | 1.01 | 4.13 | 0.04 | 31.6 |
| 2018 | 4.05 | -0.33 | 2.91 | 2.28 | 9.11 | 2.66 | 0.28 | 12.45 | -2.12 | -12.28 | 4.86 | -11.12 | 10.3 |
| 2019 | 11.76 | 7.58 | -1.11 | 5.4 | -4.79 | 4.75 | -0.84 | -1.54 | -1.33 | 1.07 | 7.39 | 3.53 | 35.3 |
| 2020 | 4.01 | 5.17 | 6.97 | 15.35 | 22.65 | -15.81 | -4.9 | 3.38 | -1.48 | -0.43 | 12.47 | 10.05 | 66.3 |
| 2021 | -8.45 | 6.5 | -4.7 | 19.75 | -4.88 | 4.88 | -1.94 | 2.49 | -3.37 | 5.4 | -7.17 | -11.43 | -6.6 |
| 2022 | -15.37 | 0.67 | -2.21 | -13.89 | -5.36 | -8.7 | 10.12 | -2.79 | -10.3 | 3.23 | 4.02 | -5.67 | -39.7 |
| 2023 | 11.49 | -2.29 | -1.9 | -2.28 | 0.5 | 7.48 | 5.09 | -7.13 | -9.48 | -9.98 | 14.27 | 16.26 | 19.2 |
| 2024 | -2.93 | 10.9 |