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Wasatch Small Cap Growth Portfolio   

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Small Cap Growth Composite Performance

1 MONTH3 MONTHYTD1 YR3 YR5 YR10 YR15 YR
Gross7.54%6.87%21.70%21.03%22.79%11.18%19.84%10.96%
Net7.36%6.66%21.48%19.96%21.68%10.14%18.74%9.97%
Russell 2000® Growth Index6.46%4.88%18.75%6.70%18.27%8.16%17.69%8.85%
Russell 2000® Index5.20%3.13%17.03%5.58%16.67%7.36%16.60%8.26%

Historical Outperformance in Down Markets

 as of 12/31/2018 (Net of Fees)

The chart shows all of the calendar years in which the Composite and/or the benchmark(s) had negative returns over the past 20 years.

Small Cap Growth Composite
Russell 2000® Growth Index

Annual Returns

 as of 12/31/2018 (Net of Fees)
Small Cap Growth Composite
Russell 2000® Growth Index

Performance figures for the latest period are preliminary and subject to change. Past performance is not indicative of future results.

The performance of the Small Cap Growth Composite prior to 12/31/94 is not in compliance with the GIPS® standards because the composite structure prior to 12/31/94 is not consistent with our current composite construction policies and procedures.  The composite prior to 12/31/94 includes include all separate accounts and mutual funds following the style except those that had significant client-initiated activity (such as cash flows or restrictions) that materially affected our ability to manage them according to the style.  In addition, the composite prior to 12/31/89 includes the equity-only portion of separate accounts managed most closely to the Small Cap Growth style.  The equity-only performance does not include cash.

The Russell 2000 Index measures the performance of the 2,000 smallest companies in the Russell 3000® Index, which represents approximately 8% of the total market capitalization of the Russell 3000 Index.   The Russell 2000 Growth Index measures the performance of the Russell 2000 companies with higher price-to-book ratios and higher forecasted growth values.  

You cannot invest directly in indexes.

For a GIPS-compliant composite presentation and a complete list of composites, click here:  Small Cap Growth Composite Presentation, Complete List of Composites

CFA® is a trademark owned by CFA Institute.