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Wasatch-Hoisington US Treasury Fund;Investor

Ranked 22 out of 357 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to provide a rate of return that exceeds the rate of inflation over a business cycle by investing in U.S. Treasury securities with an emphasis on both income and capital appreciation. The Fund invests at least 90% of its total assets in U.S. Treasury securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Dollar over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 10.5% 1.2% 5.1% 0.4% 3.5%
2016 0.5% 9.2% 7.8% 0.0% -14.6%
2015 -2.8% 5.2% -10.6% 5.3% -1.9%
2014 32.6% 9.0% 5.6% 3.6% 11.2%
2013 -16.7% -3.8% -6.9% -3.2% -3.9%
2012 2.8% -8.0% 13.8% -0.6% -1.3%
2011 41.2% -2.2% 3.5% 36.2% 2.4%
2010 10.2% 0.2% 17.5% 5.7% -11.5%
2009 -22.6% -9.2% -11.0% 5.8% -9.5%
2008 37.8% 3.4% -3.0% 4.5% 31.5%
2007 10.0% 0.3% -3.0% 5.6% 7.2%
2006 -0.2% -5.8% -2.5% 8.7% 0.1%
2005 10.5% 1.9% 11.4% -4.1% 1.5%
2004 10.2% 6.6% -6.6% 8.3% 2.3%
2003 1.3% 0.8% 6.0% -3.9% -1.4%
2002 16.9% -2.8% 5.9% 14.2% -0.5%
2001 2.9% 0.4% -2.3% 5.8% -0.9%
2000 22.0% 10.2% 0.2% 2.6% 7.8%
1999 -12.4% -5.9% -3.1% -0.9% -3.0%
1998 14.6% 1.3% 5.2% 8.8% -1.1%
1997 15.7% -3.9% 5.8% 6.2% 7.3%
1996 7.8% 0.5% 1.4% 0.8% 4.9%
1995 11.5% 4.3% 4.0% 1.2% 1.6%
1994 1.6% 0.3% 0.1% 0.5% 0.7%
1993 4.0% 1.7% 0.7% 1.0% 0.6%
1992 3.7% -1.8% 2.9% 3.1% -0.5%
1991 13.6% 1.7% 0.5% 7.0% 4.0%
1990 10.4% -0.9% 5.0% -2.2% 8.6%
1989 14.7% 1.6% 8.9% 0.6% 3.1%
1988 8.5% 2.7% 1.6% 2.8% 1.2%
1987 1.3% -0.1% 3.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date06/12/1986
  • Share Class size351Mn
  • Base currencyUSD
  • ISIN US9367723007

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment100

Charges

  • Annual management0.47%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).