Wasatch Core 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 | 0 |
| 1987 | 10.03 | 5.6 | -1.26 | -3.92 | 0.28 | 5.67 | 5.46 | 3.22 | -5.75 | -24.59 | -4.39 | 6.05 | -8.4 |
| 1988 | 4.11 | 3.4 | 0.74 | -1.05 | -1.92 | 6.62 | -4.68 | -2.46 | 3.94 | -2.21 | -4.42 | 1.79 | 3.2 |
| 1989 | 6.73 | -0.84 | 0.53 | 6.74 | 7.11 | -3.41 | 2.86 | 2.23 | 3.45 | -1.58 | 0.27 | -1.02 | 24.8 |
| 1990 | -8.62 | 10.03 | 6.77 | 0.68 | 7.89 | 1.32 | -2.3 | -10.61 | -5.63 | 0.37 | 8.08 | 3 | 8.8 |
| 1991 | 7.41 | 8.98 | 7.48 | -2.06 | 3.04 | -2.95 | 3.91 | 3.49 | 1.15 | 4.4 | -5.68 | 4.77 | 38.3 |
| 1992 | 4.3 | 2.51 | -4.09 | -2.69 | -4.11 | -3.3 | 1.82 | -2.21 | -0.44 | 4.18 | 8.3 | -3.18 | 0.2 |
| 1993 | 0.27 | -6.36 | 4.86 | -4.98 | 5.95 | 0.27 | 0.74 | 2.08 | 2.95 | 2.1 | -3.81 | -1.69 | 1.6 |
| 1994 | 0.66 | -1.38 | -3.59 | -1.45 | 0.84 | -5.07 | 1.46 | 6.06 | 4.08 | 3.72 | -2.64 | -24.9 | -23.3 |
| 1995 | 2.67 | 4.03 | 3.15 | 2.89 | 2.28 | 6.46 | 6.7 | 1.7 | 2.7 | -3.44 | 0.58 | 5.12 | 40.4 |
| 1996 | -0.19 | 2.32 | 6.81 | 2.81 | 1.9 | -2.03 | -6.94 | 2.16 | 3.41 | -0.17 | 1.88 | 4.1 | 16.6 |
| 1997 | -0.58 | 0.23 | -1.05 | -0.06 | 10.86 | 5.7 | 2.82 | 1.32 | 8.03 | -1.25 | -2.09 | 1.59 | 27.7 |
| 1998 | 1.09 | 4.06 | 4.94 | 2.02 | -3.21 | 0.68 | -7.8 | -21.11 | 5.33 | 5.85 | 7.63 | 5.9 | 1.4 |
| 1999 | -1.28 | -7.09 | 3.01 | 3.89 | 3.12 | 7.93 | 0.98 | -3.75 | -0.77 | 1.38 | 3.22 | 8.23 | 19.3 |
| 2000 | -4.03 | -6.99 | 10.32 | 5.3 | -0.25 | 4.75 | 4.61 | 8.44 | 0.21 | 3.35 | -7.09 | 16.48 | 37.8 |
| 2001 | 5.85 | -2.8 | -2 | 14.44 | 6.7 | 5.8 | -0.88 | -5.15 | -10.24 | -5.11 | 12.37 | 9.87 | 28.8 |
| 2002 | -4.22 | 3.2 | 11.43 | 2.54 | -3.17 | -8.59 | -14.63 | -0.81 | -13.04 | -0.55 | 10.15 | -4.37 | -22.9 |
| 2003 | -3.86 | -6.2 | 2.54 | 10.09 | 9.39 | 5.59 | 4.05 | 3.4 | -0.62 | 7.51 | 1.28 | 1.16 | 38.5 |
| 2004 | 3.39 | 3.54 | 1.9 | -6.46 | 3.24 | 2.19 | -5.13 | 0.11 | 1.96 | 1.77 | 7.93 | 6.25 | 21.7 |
| 2005 | -3.01 | 2.19 | -3.27 | -3.09 | 5.78 | 3.95 | 4.87 | -4.6 | -0.63 | -4.14 | 6.08 | -8.36 | -5.4 |
| 2006 | 5.35 | -0.49 | 3.81 | -0.72 | -4.34 | -3.16 | -3.55 | 2.19 | 2.16 | 3.16 | 1.93 | 0.65 | 6.7 |
| 2007 | 4.4 | -0.94 | 1.19 | 5.09 | 3.81 | -0.53 | -7.32 | 0.74 | 1.82 | 3.23 | -6.4 | 2.12 | 6.5 |
| 2008 | -4.8 | -6.44 | -4.19 | 5.52 | 3.37 | -10 | -0.38 | 4.64 | -12.65 | -23.2 | -12.78 | 8.95 | -44.3 |
| 2009 | -7.22 | -8.92 | 8.48 | 17.31 | 6.03 | 4.11 | 7.5 | 2.85 | 3.94 | -3.75 | 3.17 | 7.14 | 45.2 |
| 2010 | -4.32 | 1.75 | 8.02 | 4.7 | -4.78 | -4.95 | 3.65 | -5.52 | 11.5 | 5.11 | 2.8 | 6.34 | 25 |
| 2011 | -0.9 | 3.14 | 4.35 | 3.98 | 0.58 | -0.94 | -3.29 | -3.78 | -7.77 | 11.77 | -0.77 | -0.08 | 5.1 |
| 2012 | 5.23 | 4.23 | 1.21 | -0.27 | -5.4 | 4.01 | -0.28 | 2.42 | 2.93 | 0.65 | 0.53 | 2.86 | 19.2 |
| 2013 | 5.29 | -0.31 | 2.5 | -0.15 | 5.81 | -0.59 | 4.95 | -2.92 | 5.78 | 2.5 | 1.99 | 2.26 | 30.2 |
| 2014 | -5.98 | 4.31 | 0.85 | -2.21 | 0.67 | 3.54 | -4.01 | 3.25 | -3.31 | 7.73 | 1.94 | 0.01 | 6.1 |
| 2015 | -2.16 | 7.49 | 2.02 | -2.41 | 1.77 | 3.13 | 0.17 | -5.15 | -3.33 | 3.44 | 2.89 | -3.17 | 4 |
| 2016 | -7.88 | -1.15 | 6.31 | 1.21 | 2.14 | -1.26 | 4.76 | 1.5 | 2.34 | -2.79 | 5.68 | 0.08 | 10.5 |
| 2017 | 2.77 | 1.45 | -0.05 | 1.26 | 1.05 | 2.44 | 0.42 | -0.34 | 5.59 | 2.74 | 4.68 | 0.11 | 24.3 |
| 2018 | 3.95 | -1.79 | 1.99 | -1.46 | 6.09 | 2.02 | 2.65 | 6.44 | -2.28 | -10.19 | 3.49 | -12.66 | -3.8 |
| 2019 | 9.75 | 6.64 | -1.42 | 7.34 | -5.39 | 5.96 | 1.48 | -3.46 | 0.73 | 1.35 | 5.8 | -8.37 | 20.4 |
| 2020 | 4.17 | 6.77 | 3.09 | 11.78 | 15.52 | -18.93 | -6.76 | 0.64 | -10.78 | 2.47 | 14.07 | 8.35 | 27.3 |
| 2021 | -13.84 | 5.36 | -0.88 | 25.67 | -1.5 | 2.95 | 1.56 | 1.64 | -3.28 | 6.06 | -3.29 | -12.38 | 2.9 |
| 2022 | -12.62 | -1.68 | -2.14 | -9.51 | -1.8 | -7.87 | 10.2 | -5.21 | -9.84 | 9.21 | 5.04 | -7.64 | -31.3 |
| 2023 | 14.44 | -2.74 | -2.17 | -2.4 | -1.63 | 10.9 | 4.87 | -1.36 | -5.03 | -6.72 | 11.8 | 12.33 | 33.4 |
| 2024 | -3.16 | 12.7 |