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Wasatch Micro Cap Value Portfolio   

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Micro Cap Value Composite Performance

1 MONTH3 MONTHYTD1 YR3 YR5 YR10 YR15 YR
Gross6.73%8.32%17.39%11.77%20.03%11.96%21.58%12.90%
Net6.58%7.93%17.11%10.20%18.24%10.20%19.47%10.77%
Russell Microcap® Index5.48%2.50%16.54%2.10%16.04%5.45%16.32%6.29%

Historical Outperformance in Down Markets

 data not available

Annual Returns

 as of 12/31/2018 (Net of Fees)
Micro Cap Value Composite
Russell Microcap® Index

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

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 Microcap Index is an unmanaged total return index of the smallest 1,000 securities in the small cap Russell 2000 Index plus the next smallest 1,000 securities. The Index commenced operations after the fund commenced operations.  

You cannot invest directly in indexes.

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

CFA® is a trademark owned by CFA Institute.