WHOSX - Wasatch-Hoisington US Treasury

Nasdaq - Nasdaq Delayed price. Currency in USD

Performance overview

Morningstar return rating★★★★
Year-to-date return-0.57%
5-year average return4.94%
Number of years up27
Number of years down6
Best 1-yr total return (3 Feb 2019)41.23%
Worst 1-yr total return (3 Feb 2019)-22.56%
Best 3-yr total return41.23%
Worst 3-yr total return2.19%

Trailing returns (%) vs. Benchmarks

ReturnWHOSXCategory
YTD26.16%13.78%
1-month8.23%6.35%
3-month26.16%10.51%
1-year40.27%30.56%
3-year15.76%10.63%
5-year7.82%5.95%
10-year10.45%8.30%
Last bull market-0.70%-0.64%
Last bear market37.89%31.92%

Annual total return (%) history

Year
WHOSXCategory
2020
N/AN/A
2019
17.15%14.04%
2018
-3.84%-1.81%
2017
10.46%8.40%
2016
0.46%1.18%
2015
-2.84%-1.10%
2014
32.58%21.70%
2013
-16.71%-13.34%
2012
2.78%3.87%
2011
41.23%32.90%
2010
10.18%11.65%
2009
-22.56%-17.51%
2008
37.77%27.67%
2007
10.00%9.76%
2006
-0.18%0.15%
2005
10.49%6.06%
2004
10.22%7.39%
2003
1.29%1.75%
2002
16.88%13.86%
2001
2.89%4.10%
2000
21.98%17.06%
1999
-12.36%-8.24%
1998
14.63%12.18%
1997
15.74%12.99%
1996
7.82%-0.48%
1995
11.50%25.92%
1994
1.59%-6.44%
1993
3.98%15.16%
1992
4.72%6.83%
1991
13.64%16.94%
1990
10.47%5.29%
1989
14.67%16.61%
1988
8.50%8.42%
1987
6.05%-3.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202026.16%N/AN/AN/A
20195.37%6.79%9.84%-5.22%
2018-4.28%0.74%-4.26%4.16%
20171.20%5.07%0.39%3.48%
20169.18%7.78%0.00%-14.62%
20155.16%-10.57%5.26%-1.85%
20148.99%5.63%3.56%11.21%
2013-3.84%-6.85%-3.21%-3.92%
2012-8.00%13.82%-0.56%-1.30%
2011-2.18%3.52%36.15%2.43%
20100.18%17.51%5.72%-11.47%
2009-9.22%-10.95%5.84%-9.48%
20083.35%-2.96%4.48%31.47%
20070.26%-3.04%5.56%7.19%
2006-5.81%-2.54%8.67%0.06%
20051.93%11.35%-4.05%1.45%
20046.57%-6.61%8.25%2.30%
20030.83%6.03%-3.93%-1.37%
2002-2.76%5.85%14.15%-0.52%
20010.40%-2.25%6.75%-1.79%
200010.19%0.17%2.56%7.75%
1999-5.88%-3.12%-0.93%-2.98%
19981.30%5.20%8.75%-1.09%
1997-3.91%5.75%6.19%7.25%
19960.53%1.37%0.83%4.93%
19954.28%4.01%1.16%1.62%
19940.30%0.10%0.50%0.68%
19931.69%0.68%0.97%0.59%
1992-1.77%2.85%3.23%0.41%
19911.67%0.48%7.01%3.95%
1990-0.90%4.96%-2.22%8.62%
19891.57%8.88%0.57%3.11%
19882.72%1.57%2.80%1.16%
19871.41%1.29%-0.10%3.34%

Rank in category (by total return)

YTD15
1-month5
3-month15
1-year16
3-year19
5-year22

Load adjusted returns

1-year40.27%
3-year15.76%
5-year7.82%
10-year10.45%
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