Wasatch

Statistics as of May 27, 2025

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Found total of 19 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
NameExpense RatioTTM Yield3yr SharpeYTD Return3yr Return ▲1yr ReturnTotal Assets6M Money Flow
Long Government
Expense Ratio
0.00%
TTM Yield
4.1%
3yr Sharpe
-0.69
YTD Return
-3.3%
3yr Return
-26.2%
1yr Return
-4.4%
Total Assets
$136M
6M Money Flow
-$21M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.31
YTD Return
-13.4%
3yr Return
-2.8%
1yr Return
-7.1%
Total Assets
$662M
6M Money Flow
-$133M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.37
YTD Return
-2.5%
3yr Return
2.5%
1yr Return
-4.8%
Total Assets
$250M
6M Money Flow
-$59M
Foreign Small/Mid Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.22
YTD Return
11.7%
3yr Return
7.8%
1yr Return
7.8%
Total Assets
$62M
6M Money Flow
-$72M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.17
YTD Return
-7.0%
3yr Return
13.9%
1yr Return
7.7%
Total Assets
$2B
6M Money Flow
-$212M
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.18
YTD Return
6.2%
3yr Return
14.0%
1yr Return
4.3%
Total Assets
$368M
6M Money Flow
-$26M
Foreign Small/Mid Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.17
YTD Return
15.4%
3yr Return
14.8%
1yr Return
20.0%
Total Assets
$220M
6M Money Flow
-$73M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.14
YTD Return
-8.8%
3yr Return
15.3%
1yr Return
0.0%
Total Assets
$585M
6M Money Flow
-$35M
Global Small/Mid Stock
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-0.07
YTD Return
-1.9%
3yr Return
19.3%
1yr Return
8.4%
Total Assets
$202M
6M Money Flow
$4M
Small Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.01
YTD Return
-4.5%
3yr Return
24.7%
1yr Return
10.2%
Total Assets
$321M
6M Money Flow
-$3M
Small Blend
Expense Ratio
0.00%
TTM Yield
0.2%
3yr Sharpe
0.09
YTD Return
-8.1%
3yr Return
25.1%
1yr Return
-2.2%
Total Assets
$1B
6M Money Flow
$13M
Global Large-Stock Value
Expense Ratio
0.00%
TTM Yield
2.4%
3yr Sharpe
0.36
YTD Return
12.9%
3yr Return
27.0%
1yr Return
18.8%
Total Assets
$131M
6M Money Flow
-$7M
Global Large-Stock Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.11
YTD Return
8.0%
3yr Return
30.1%
1yr Return
11.3%
Total Assets
$15M
6M Money Flow
-$562K
Diversified Emerging Mkts
Expense Ratio
0.00%
TTM Yield
0.7%
3yr Sharpe
0.14
YTD Return
9.9%
3yr Return
31.2%
1yr Return
11.6%
Total Assets
$38M
6M Money Flow
-$2M
Foreign Large Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.17
YTD Return
19.0%
3yr Return
34.1%
1yr Return
25.6%
Total Assets
$4M
6M Money Flow
-$44K
India Equity
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.08
YTD Return
2.9%
3yr Return
34.2%
1yr Return
10.3%
Total Assets
$599M
6M Money Flow
-$77M
Long-Short Equity
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
0.40
YTD Return
-5.3%
3yr Return
37.6%
1yr Return
-5.5%
Total Assets
$62M
6M Money Flow
-$2M
Mid-Cap Growth
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
-2.9%
3yr Return
-
1yr Return
5.0%
Total Assets
$29M
6M Money Flow
$4M
Foreign Large Value
Expense Ratio
0.00%
TTM Yield
0.0%
3yr Sharpe
-
YTD Return
21.2%
3yr Return
-
1yr Return
-
Total Assets
$7M
6M Money Flow
$6M