Wasatch
Statistics as of Apr 04, 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.
| Name | Expense Ratio | TTM Yield ▼ | 3yr Sharpe | YTD Return | 3yr Return | 1yr Return | Total Assets | 6M Money Flow |
|---|---|---|---|---|---|---|---|---|
Expense Ratio 0.73% | TTM Yield 3.6% | 3yr Sharpe -0.84 | YTD Return 8.3% | 3yr Return -26.5% | 1yr Return 3.8% | Total Assets $155M | 6M Money Flow -$22M | |
Expense Ratio 1.11% | TTM Yield 2.6% | 3yr Sharpe 0.26 | YTD Return 4.5% | 3yr Return 16.8% | 1yr Return 9.6% | Total Assets $123M | 6M Money Flow -$7M | |
Expense Ratio 0.95% | ||||||||
Expense Ratio 2.20% | TTM Yield 0.8% | 3yr Sharpe -0.20 | YTD Return -6.1% | 3yr Return -7.3% | 1yr Return -0.2% | Total Assets $32M | 6M Money Flow -$2M | |
Expense Ratio 2.00% | ||||||||
Expense Ratio 1.06% | TTM Yield 0.2% | 3yr Sharpe 0.03 | YTD Return -17.8% | 3yr Return 4.8% | 1yr Return -10.8% | Total Assets $1B | 6M Money Flow $23M | |
Expense Ratio 1.18% | ||||||||
Expense Ratio 1.05% | TTM Yield 0.0% | 3yr Sharpe -0.34 | YTD Return -20.2% | 3yr Return -20.4% | 1yr Return -7.9% | Total Assets $2B | 6M Money Flow -$198M | |
Expense Ratio 1.15% | ||||||||
Expense Ratio 1.22% | TTM Yield 0.0% | 3yr Sharpe -0.45 | YTD Return -23.3% | 3yr Return -30.6% | 1yr Return -18.9% | Total Assets $648M | 6M Money Flow -$114M | |
Expense Ratio 1.06% | ||||||||
Expense Ratio 1.37% | TTM Yield 0.0% | 3yr Sharpe -0.06 | YTD Return -5.5% | 3yr Return 1.7% | 1yr Return 2.7% | Total Assets $550M | 6M Money Flow -$88M | |
Expense Ratio 1.50% | ||||||||
Expense Ratio 1.66% | TTM Yield 0.0% | 3yr Sharpe -0.32 | YTD Return -22.4% | 3yr Return -16.9% | 1yr Return -13.5% | Total Assets $515M | 6M Money Flow -$33M | |
Expense Ratio 1.59% | ||||||||
Expense Ratio 1.12% | TTM Yield 0.0% | 3yr Sharpe -0.49 | YTD Return -8.9% | 3yr Return -22.3% | 1yr Return -6.4% | Total Assets $352M | 6M Money Flow -$24M | |
Expense Ratio 1.37% | ||||||||
Expense Ratio 1.71% | TTM Yield 0.0% | 3yr Sharpe -0.12 | YTD Return -16.5% | 3yr Return -3.3% | 1yr Return -0.9% | Total Assets $283M | 6M Money Flow -$7M | |
Expense Ratio 1.60% | ||||||||
Expense Ratio 1.81% | TTM Yield 0.0% | 3yr Sharpe -0.62 | YTD Return -14.8% | 3yr Return -25.3% | 1yr Return -14.6% | Total Assets $227M | 6M Money Flow -$55M | |
Expense Ratio 1.96% | ||||||||
Expense Ratio 1.49% | TTM Yield 0.0% | 3yr Sharpe -0.48 | YTD Return -6.2% | 3yr Return -22.3% | 1yr Return -0.6% | Total Assets $187M | 6M Money Flow -$79M | |
Expense Ratio 1.36% | ||||||||
Expense Ratio 1.50% | TTM Yield 0.0% | 3yr Sharpe -0.27 | YTD Return -14.9% | 3yr Return -13.9% | 1yr Return -5.7% | Total Assets $178M | 6M Money Flow $7M | |
Expense Ratio 1.35% | ||||||||
Expense Ratio 2.21% | TTM Yield 0.0% | 3yr Sharpe 0.36 | YTD Return -9.7% | 3yr Return 26.2% | 1yr Return -11.1% | Total Assets $66M | 6M Money Flow $1M | |
Expense Ratio 2.07% | ||||||||
Expense Ratio 2.04% | TTM Yield 0.0% | 3yr Sharpe -0.50 | YTD Return -4.7% | 3yr Return -19.3% | 1yr Return -7.2% | Total Assets $55M | 6M Money Flow -$77M | |
Expense Ratio 1.96% | ||||||||
Expense Ratio 0.86% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return -14.4% | 3yr Return - | 1yr Return -9.2% | Total Assets $27M | 6M Money Flow $4M | |
Expense Ratio 1.01% | ||||||||
Expense Ratio 0.96% | TTM Yield 0.0% | 3yr Sharpe -0.17 | YTD Return -7.9% | 3yr Return -6.0% | 1yr Return -4.8% | Total Assets $12M | 6M Money Flow -$1M | |
Expense Ratio 1.36% | ||||||||
Expense Ratio 0.90% | TTM Yield 0.0% | 3yr Sharpe - | YTD Return 8.4% | 3yr Return - | 1yr Return - | Total Assets $5M | 6M Money Flow - | |
Expense Ratio 1.05% | ||||||||
Expense Ratio 1.30% | TTM Yield 0.0% | 3yr Sharpe -0.15 | YTD Return -1.5% | 3yr Return -4.5% | 1yr Return 4.0% | Total Assets $4M | 6M Money Flow -$177K | |
Expense Ratio 0.90% | ||||||||