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Simulated Performance for WASATCH ADVISORS INC

Performance Trend (13F securities)
Reporting Period Quarterly Simulated Performance Quarterly Hit Rate Annual Simulated Performance Annual Hit Rate Annual Simulated Performance Decile Annual Simulated Performance Hedge Funds Decile Annual Simulated Performance Quant Decile Annual Simulated Performance Fundamental Decile
June 30, 2013 9.88 % 0.75 21.33 % 0.80
Sept. 30, 2013 6.87 % 0.75 5.24 % 0.58
Dec. 31, 2013 0.91 % 0.56 2.91 % 0.52
March 31, 2014 1.40 % 0.53 7.79 % 0.54
June 30, 2014 -4.74 % 0.34 4.70 % 0.55
Sept. 30, 2014 5.51 % 0.68 -1.05 % 0.46
Dec. 31, 2014 5.12 % 0.59 -2.94 % 0.40
March 31, 2015 -0.49 % 0.51 -6.34 % 0.39
June 30, 2015 -12.21 % 0.19 -5.91 % 0.37
Sept. 30, 2015 5.07 % 0.64 16.30 % 0.68
Dec. 31, 2015 -1.31 % 0.48 16.61 % 0.76
March 31, 2016 2.75 % 0.58 20.16 % 0.77
June 30, 2016 8.59 % 0.70 21.94 % 0.74
Sept. 30, 2016 3.42 % 0.61 17.99 % 0.71
Dec. 31, 2016 4.66 % 0.58 24.04 % 0.67
March 31, 2017 4.54 % 0.61 25.11 % 0.66
June 30, 2017 6.47 % 0.69 29.06 % 0.70
Sept. 30, 2017 7.54 % 0.65 29.71 % 0.69
Dec. 31, 2017 4.79 % 0.51 -2.19 % 0.41
March 31, 2018 7.26 % 0.69 16.39 % 0.59
June 30, 2018 7.79 % 0.64 12.62 % 0.53
Sept. 30, 2018 -18.50 % 0.11 1.57 % 0.44
Dec. 31, 2018 19.87 % 0.81 36.30 % 0.74
March 31, 2019 7.60 % 0.61 -13.86 % 0.24
June 30, 2019 -2.07 % 0.37 11.28 % 0.40
Sept. 30, 2019 10.28 % 0.72 26.10 % 0.55
Dec. 31, 2019 -25.25 % 0.12 38.79 % 0.67
March 31, 2020 39.67 % 0.92 100.24 % 0.97
June 30, 2020 9.69 % 0.63 59.08 % 0.89
Sept. 30, 2020 28.15 % 0.88 47.06 % 0.81
Dec. 31, 2020 5.68 % 0.68 18.07 % 0.62
March 31, 2021 7.35 % 0.68 -7.35 % 0.37
June 30, 2021 -0.88 % 0.40 -31.27 % 0.17
Sept. 30, 2021 2.38 % 0.53 -33.55 % 0.15
Dec. 31, 2021 -16.35 % 0.18 -31.70 % 0.19
March 31, 2022 -21.25 % 0.14 -16.13 % 0.27
June 30, 2022 -3.74 % 0.37 13.06 % 0.59
Sept. 30, 2022 5.13 % 0.63 13.29 % 0.62
Dec. 31, 2022 8.32 % 0.59 28.45 % 0.67
March 31, 2023 7.28 % 0.58 28.88 % 0.64
June 30, 2023 -3.56 % 0.34 16.29 % 0.55
Sept. 30, 2023 15.96 % 0.76 30.87 % 0.73
Dec. 31, 2023 5.59 % 0.64 13.12 % 0.56
March 31, 2024 -2.36 % 0.39 -1.66 % 0.43
June 30, 2024 10.05 % 0.68 - -
Sept. 30, 2024 1.78 % 0.51 - -
Dec. 31, 2024 -10.50 % 0.29 - -
March 31, 2025 - - - -