Wasatch Long/Short Alpha Fund (WALSX)
The mutual fund aims to achieve higher risk-adjusted returns by investing in a portfolio of long and short positions in U.S. equity securities, focusing on companies of various market capitalizations. The fund primarily invests in U.S.-based or listed companies and is non-diversified.
Fund Info
Sep 30, 2021
$2,000
Large-Cap
Growth
Expense Ratio
WALSX has a high expense ratio of 1.75%, indicating above-average management fees.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Wasatch Long/Short Alpha Fund (WALSX) returned -5.26% year-to-date (YTD) and -4.31% over the past 12 months.
WALSX
-5.26%
0.30%
-12.99%
-4.31%
11.25%
N/A
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of WALSX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.98% | -4.24% | -4.00% | -1.12% | 0.23% | -5.26% | |||||||
| 2024 | -0.15% | 10.31% | 0.48% | -4.89% | 1.23% | 0.86% | 6.52% | 1.26% | 0.85% | -1.83% | 1.66% | -8.10% | 7.24% |
| 2023 | 5.36% | -0.92% | 0.00% | -0.47% | -1.22% | 4.93% | 1.81% | 5.06% | -2.79% | -4.96% | 8.69% | 10.44% | 27.75% |
| 2022 | -8.29% | -1.75% | -0.69% | -3.39% | -1.13% | -5.01% | 9.33% | -3.92% | -5.85% | 9.77% | 6.88% | -2.75% | -8.38% |
| 2021 | 6.40% | 1.69% | 3.70% | 12.20% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WALSX is 3, meaning it’s performing worse than 97% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wasatch Long/Short Alpha Fund (WALSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Loading data...
Dividends
Dividend History
Wasatch Long/Short Alpha Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 |
|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.01 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Wasatch Long/Short Alpha Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.01 | $0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Loading data...
Worst Drawdowns
The table below displays the maximum drawdowns of the Wasatch Long/Short Alpha Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Wasatch Long/Short Alpha Fund was 22.97%, occurring on Apr 8, 2025. The portfolio has not yet recovered.
The current Wasatch Long/Short Alpha Fund drawdown is 16.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -22.97% | Nov 12, 2024 | 100 | Apr 8, 2025 | — | — | — |
| -21.33% | Dec 30, 2021 | 186 | Sep 26, 2022 | 212 | Aug 1, 2023 | 398 |
| -9.42% | Sep 5, 2023 | 39 | Oct 27, 2023 | 24 | Dec 1, 2023 | 63 |
| -5.05% | Nov 22, 2021 | 20 | Dec 20, 2021 | 6 | Dec 29, 2021 | 26 |
| -4.96% | Mar 28, 2024 | 23 | Apr 30, 2024 | 51 | Jul 15, 2024 | 74 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...