WGROX
Wasatch Core Growth Fund Investor Class Shares
Mutual fund
$77.14+0.94 (+1.23%)Close Oct 2, 2026
Nov 28, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $447,084
- CAGR
- +10.01%
- Max drawdown
- −61.61%
- Sharpe ratio
- 0.57
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.55%
- 3M
- −2.99%
- 6M
- +9.08%
- YTD
- +3.95%
- 1Y
- +0.50%
- 3Y
- +7.61%
- 5Y
- +0.34%
- 10Y
- +10.16%
- 15Y
- +11.86%
- 20Y
- +9.23%
- 25Y
- +8.91%
- 30Y
- +10.62%
- Since 1986
- +10.01%
Metrics
Since 1986| Volatility | 20.46% |
|---|---|
| Sortino ratio | 0.79 |
| Calmar ratio | 0.16 |
| Best year, 2009 | +45.16% |
| Worst year, 2008 | −44.33% |
| Positive years | 31 of 39 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −61.6% | Jul 2007 | Nov 2008 | Apr 2011 | 3.7 years |
| −43.1% | Apr 2002 | Oct 2002 | Mar 2004 | 1.9 years |
| −40.2% | Nov 2021 | Oct 2022 | Oct 2024 | 2.9 years |
| −38.1% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −36.8% | Aug 1987 | Oct 1987 | Apr 1990 | 2.6 years |
Annual returns
1986 from Nov 28 · 2026 through Oct 2