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Wasatch Mutual Funds List

Here you can find all mutual funds issued by Wasatch and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.


Issuer is Wasatch
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
Wasatch Global Value Fund Investor Class SharesGlobal EquitiesSep 25, 19961.10%
6.04%
11.03%
4.95%
92
Wasatch Small Cap Growth FundSmall Cap Growth EquitiesDec 8, 19861.12%
-10.54%
8.05%
2.20%
3
Wasatch Emerging Markets Small Cap FundEmerging Markets DiversifiedSep 30, 20071.91%
2.94%
6.51%
68.39%
67
Wasatch Emerging Markets Select FundEmerging Markets DiversifiedDec 12, 20121.32%
-8.40%
6.88%
0.00%
8
Wasatch Frontier Emerging Small Countries FundEmerging Markets DiversifiedJan 30, 20122.15%
-5.83%
2.65%
0.00%
3
Wasatch Global Opportunities FundGlobal EquitiesNov 16, 20081.50%
-9.07%
8.37%
10.27%
2
Wasatch Global Select FundGlobal EquitiesSep 30, 20191.35%
-10.99%
0.00%
1
Wasatch International Growth FundForeign Small & Mid Cap EquitiesJun 27, 20021.44%
-10.44%
2.96%
60.05%
5
Wasatch Emerging India FundAsia Pacific EquitiesApr 25, 20111.51%
-20.19%
8.29%
36.56%
0
Wasatch International Opportunities FundForeign Small & Mid Cap EquitiesJan 26, 20051.96%
-10.06%
2.46%
75.93%
2
Wasatch International Select FundForeign Large Cap EquitiesSep 30, 20191.30%
-6.44%
0.00%
3
Wasatch Long/Short Alpha FundLong-ShortSep 30, 20211.75%
1.55%
0.00%
2
Wasatch Ultra Growth FundSmall Cap Growth EquitiesAug 17, 19921.16%
-12.13%
10.78%
0.00%
5
Wasatch Micro Cap Value FundSmall Cap Growth EquitiesJul 28, 20031.66%
-4.87%
12.29%
11.77%
34
Wasatch Core Growth FundSmall Cap Growth EquitiesDec 8, 19861.17%
-8.56%
9.85%
9.35%
2
Wasatch-Hoisington U.S. Treasury FundGovernment BondsDec 7, 19860.67%
-1.67%
-2.42%
3.17%
4
Wasatch Small Cap Value FundSmall Cap Blend EquitiesDec 17, 19971.16%
-1.67%
9.73%
6.29%
10
Wasatch Micro Cap FundSmall Cap Growth EquitiesJun 19, 19951.63%
-6.11%
12.75%
0.00%
39

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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