- CUSIP
- 936793793
- Issuer
- Wasatch Global Investors
- Inception Date
- Jan 31, 2012
- Region
- North America (United States)
- Category
- Small Cap Growth Equities
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Small-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
WIGRX Performance Chart
Wasatch Core Growth Fund Institutional Class (WIGRX) is up 5.1% since the beginning of the year. WIGRX is currently trading at $80 per share. Investors who bought $1,000 worth of WIGRX shares 5 years ago would now be looking at an investment worth $1,034.
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Compare this symbol against anything
Returns By Period
Wasatch Core Growth Fund Institutional Class (WIGRX) has returned 5.10% so far this year and -2.81% over the past 12 months. Over the last ten years, WIGRX has returned 10.84% per year, falling short of the S&P 500 Index benchmark, which averaged 13.08% annually.
Wasatch Core Growth Fund Institutional Class
- 1D
- 1.54%
- 1M
- -2.19%
- 6M
- -0.36%
- YTD
- 5.10%
- 1Y
- -2.81%
- 3Y*
- 5.83%
- 5Y*
- 0.68%
- 10Y*
- 10.84%
- ALL TIME*
- 11.33%
Benchmark (S&P 500 Index)
- 1D
- 0.21%
- 1M
- 1.02%
- 6M
- 6.45%
- YTD
- 8.52%
- 1Y
- 16.26%
- 3Y*
- 17.48%
- 5Y*
- 10.95%
- 10Y*
- 13.08%
- ALL TIME*
- 8.07%
WIGRX Monthly Returns History
Based on dividend-adjusted daily data since Jan 31, 2012, WIGRX's average daily return is +0.05%, while the average monthly return is +1.03%. At this rate, an investment would double in approximately 5.6 years.
Historically, 61% of months were positive and 39% were negative. The best month was Apr 2020 with a return of +15.5%, while the worst month was Mar 2020 at -18.9%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 6 months.
On a daily basis, WIGRX closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +10.8%, while the worst single day was Mar 16, 2020 at -14.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.73% | -0.23% | -7.82% | 6.27% | 1.70% | 6.20% | -3.09% | 5.10% | |||||
| 2025 | 5.86% | -6.74% | -8.50% | -1.75% | 4.34% | 3.01% | 0.57% | -1.36% | -2.22% | -1.28% | 0.67% | -2.41% | -10.26% |
| 2024 | -3.16% | 6.96% | 0.87% | -8.45% | 5.47% | 0.17% | 5.94% | 1.04% | 3.94% | -0.26% | 10.63% | -8.71% | 13.24% |
| 2023 | 14.46% | -2.73% | -2.17% | -2.38% | -1.61% | 10.90% | 4.88% | -1.36% | -5.02% | -6.71% | 11.81% | 12.35% | 33.58% |
| 2022 | -12.61% | -1.66% | -2.14% | -9.50% | -1.78% | -7.85% | 10.21% | -5.19% | -9.81% | 9.21% | 5.06% | -7.01% | -30.75% |
| 2021 | 1.11% | 5.37% | -0.87% | 7.11% | -1.50% | 2.96% | 1.58% | 1.65% | -3.27% | 6.07% | -3.28% | 2.84% | 20.89% |
Benchmark Metrics
Wasatch Core Growth Fund Institutional Class has an annualized alpha of -1.71%, beta of 1.10, and R2 of 0.77 versus S&P 500 Index. Calculated based on daily prices since January 31, 2012.
- This fund participated in 110.30% of S&P 500 Index downside but only 102.66% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 1.10 and R2 of 0.77, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- -1.71%
- Beta
- 1.10
- R²
- 0.77
- Upside Capture
- 102.66%
- Downside Capture
- 110.30%
Expense Ratio
WIGRX has a high expense ratio of 1.05%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
WIGRX ranks 3 for risk / return — in the bottom 3% of mutual funds on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Wasatch Core Growth Fund Institutional Class (WIGRX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WIGRX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.43 | ||
| Sortino ratioReturn per unit of downside risk | -1.88 | ||
| Omega ratioGain probability vs. loss probability | 0.99 | 1.23 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.18 | 1.80 | -1.98 |
| Martin ratioReturn relative to average drawdown | -0.45 | 7.70 | -8.15 |
Dividends
Dividend History
Wasatch Core Growth Fund Institutional Class provided a 7.94% dividend yield over the last twelve months, with an annual payout of $6.35 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $6.35 | $6.35 | $8.28 | $0.00 | $0.46 | $15.83 | $6.60 | $7.71 | $6.06 | $4.27 | $0.12 | $6.72 |
Dividend yield | 7.94% | 8.34% | 9.02% | 0.00% | 0.70% | 16.54% | 7.12% | 10.61% | 10.06% | 6.20% | 0.20% | 12.66% |
Monthly Dividends
The table displays the monthly dividend distributions for Wasatch Core Growth Fund Institutional Class. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $6.35 | $6.35 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $8.28 | $8.28 |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.46 | $0.46 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $15.83 | $15.83 |
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 Institutional Class. 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 Institutional Class was 40.07%, occurring on Oct 14, 2022. Recovery took 503 trading sessions.
The current Wasatch Core Growth Fund Institutional Class drawdown is 14.63%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-40.07%Oct 2022 | 11mo 8d | 2y 3d | 2y 11moNov 2021 - Oct 2024 | Bear market2022 |
-38.10%Mar 2020 | 26d | 4mo 4d | 5moFeb 2020 - Jul 2020 | COVID crash2020 |
-27.59%Apr 2025 | 4mo 13d | — | 1y 8moNov 2024 - now | 2025 selloff2025 |
-26.43%Dec 2018 | 3mo 8d | 10mo 19d | 1y 1moSep 2018 - Nov 2019 | Rate-hike selloffLate 2018 |
-22.15%Feb 2016 | 7mo 22d | 9mo 4d | 1y 4moJun 2015 - Nov 2016 | — |
Drawdown Indicators
| WIGRX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.07% | -56.78% | +16.71% |
Max Drawdown (1Y)Largest decline over 1 year | -15.43% | -9.10% | -6.33% |
Max Drawdown (3Y)Largest decline over 3 years | -27.59% | -18.90% | -8.69% |
Max Drawdown (5Y)Largest decline over 5 years | -40.07% | -25.43% | -14.64% |
Max Drawdown (10Y)Largest decline over 10 years | -40.07% | -33.92% | -6.15% |
Current DrawdownCurrent decline from peak | -14.63% | -2.38% | -12.25% |
Average DrawdownAverage peak-to-trough decline | -8.60% | -10.70% | +2.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.04% | 2.12% | +3.92% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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