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Wasatch Core Growth Fund Institutional Class Shares: (MF: WIGRX)
(NASDAQ Mutual Funds) As of Apr 29, 2025 08:00 PM ET
$81.88 USD
+0.98 (1.21%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -9.66 | 69 |
| 3 months | -9.66 | 69 |
| 6 months | -8.96 | 56 |
| 1 Year | -2.04 | 28 |
| 3 Year | 4.04 | 14 |
| 5 Year | 15.58 | 35 |
| 10 Year | 10.44 | 2 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -2.04 |
| 5 Year | 15.57 |
| 10 Year | 10.44 |
| Since Inception | 12.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.66 | NA | NA | NA |
| 2024 | 4.47 | -3.28 | 11.26 | 0.78 |
| 2023 | 8.91 | 6.51 | -1.74 | 17.18 |
| 2022 | -15.90 | -18.09 | -5.76 | 6.71 |
| 2021 | 5.61 | 8.63 | -0.12 | 5.74 |
| 2020 | -23.90 | 33.17 | 6.65 | 26.53 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -9.66 | 13.30 | 33.57 | -30.73 | 21.17 | 36.76 | 33.42 | -3.45 | 24.48 | 10.70 | 3.97 |
| % Total Return Rel to Index | -5.40 | -11.71 | 7.33 | -12.52 | -7.51 | 18.35 | 1.93 | 0.94 | 2.68 | -1.22 | 2.58 |
| % Total Return Rel to Peer | -1.16 | 1.37 | 17.49 | -11.21 | 1.85 | 17.76 | 7.99 | 7.32 | 8.88 | -5.24 | 8.69 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 3.00 | 2.00 | 1.00 | 1.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.04 | 0.00 |
| Capital Gains ($) | 0.00 | 8.28 | 0.00 | 0.46 | 15.84 | 6.60 | 7.71 | 6.06 | 4.27 | 0.09 | 6.72 |
| Expense Ratio | 0.00 | 1.05 | 1.06 | 1.05 | 1.05 | 1.05 | 1.05 | 1.06 | 1.05 | 1.07 | 1.12 |
* 1 = Top 20%, 5 = Bottom 20%