Wasatch Core Growth Fund (WGROX)
Fund Info
US9367722017
936772201
Dec 8, 1986
$2,000
Small-Cap
Growth
Expense Ratio
WGROX has a high expense ratio of 1.17%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Wasatch Core Growth Fund (WGROX) returned -5.09% year-to-date (YTD) and 6.32% over the past 12 months. Over the past 10 years, WGROX had an annualized return of 10.92%, slightly ahead of the S&P 500 benchmark at 10.78%.
WGROX
-5.09%
8.69%
-11.11%
6.32%
13.49%
10.92%
^GSPC (Benchmark)
0.19%
9.00%
-1.55%
12.31%
15.59%
10.78%
Monthly Returns
The table below presents the monthly returns of WGROX, 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 | 5.85% | -6.75% | -8.51% | -1.76% | 6.99% | -5.09% | |||||||
| 2024 | -3.16% | 6.95% | 0.86% | -8.46% | 5.47% | 0.15% | 5.93% | 1.03% | 3.93% | -0.28% | 10.62% | -8.72% | 13.13% |
| 2023 | 14.44% | -2.74% | -2.17% | -2.40% | -1.63% | 10.90% | 4.87% | -1.36% | -5.03% | -6.72% | 11.80% | 12.33% | 33.43% |
| 2022 | -12.62% | -1.68% | -2.14% | -9.51% | -1.80% | -7.87% | 10.20% | -5.21% | -9.84% | 9.21% | 5.04% | -7.02% | -30.86% |
| 2021 | 1.10% | 5.36% | -0.88% | 7.09% | -1.50% | 2.95% | 1.56% | 1.64% | -3.28% | 6.06% | -3.29% | 2.82% | 20.76% |
| 2020 | 0.64% | -6.76% | -18.93% | 15.52% | 11.78% | 3.09% | 6.77% | 4.17% | -4.15% | 2.47% | 14.07% | 8.35% | 36.73% |
| 2019 | 9.75% | 6.64% | -1.42% | 7.34% | -5.39% | 5.96% | 1.48% | -3.46% | 0.73% | 1.35% | 5.80% | 1.47% | 33.31% |
| 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% | -3.75% |
| 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% | 24.29% |
| 2016 | -7.88% | -1.15% | 6.31% | 1.21% | 2.14% | -1.26% | 4.76% | 1.50% | 2.34% | -2.79% | 5.68% | 0.08% | 10.54% |
| 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% | 4.03% |
| 2014 | -5.98% | 4.31% | 0.85% | -2.21% | 0.67% | 3.54% | -4.02% | 3.25% | -3.31% | 7.73% | 1.94% | 0.01% | 6.10% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WGROX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wasatch Core Growth Fund (WGROX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
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.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Wasatch Core Growth 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 Core Growth Fund was 68.90%, occurring on Nov 20, 2008. Recovery took 2399 trading sessions.
The current Wasatch Core Growth Fund drawdown is 14.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -68.9% | Aug 3, 2005 | 830 | Nov 20, 2008 | 2399 | Jun 6, 2018 | 3229 |
| -43.11% | Apr 17, 2002 | 122 | Oct 9, 2002 | 348 | Mar 1, 2004 | 470 |
| -40.16% | Nov 10, 2021 | 234 | Oct 14, 2022 | 503 | Oct 16, 2024 | 737 |
| -38.11% | Feb 21, 2020 | 19 | Mar 18, 2020 | 85 | Jul 20, 2020 | 104 |
| -37.06% | Oct 16, 1997 | 256 | Oct 8, 1998 | 331 | Jan 14, 2000 | 587 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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