WAAEX
Wasatch Small Cap Growth Fund Investor Class Shares
Mutual fund
$37.45+0.16 (+0.43%)Close Oct 2, 2026
Dec 19, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $432,688
- CAGR
- +9.93%
- Max drawdown
- −56.48%
- Sharpe ratio
- 0.55
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.63%
- 3M
- −4.27%
- 6M
- +7.80%
- YTD
- +0.16%
- 1Y
- −2.13%
- 3Y
- +6.01%
- 5Y
- −5.74%
- 10Y
- +8.26%
- 15Y
- +9.82%
- 20Y
- +8.16%
- 25Y
- +8.59%
- 30Y
- +9.87%
- Since 1986
- +9.93%
Metrics
Since 1986| Volatility | 21.49% |
|---|---|
| Sortino ratio | 0.77 |
| Calmar ratio | 0.18 |
| Best year, 2020 | +54.65% |
| Worst year, 2008 | −41.66% |
| Positive years | 30 of 39 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −56.5% | Oct 2007 | Nov 2008 | Nov 2010 | 3.1 years |
| −50.5% | Nov 2021 | Oct 2022 | Not yet | 4.9 years so far |
| −41.6% | Aug 1987 | Oct 1987 | Jun 1990 | 2.8 years |
| −39.6% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −36.8% | Jan 2002 | Oct 2002 | Sep 2003 | 1.7 years |
Annual returns
1986 from Dec 19 · 2026 through Oct 2