WASATCH ULTRA GROWTH FUND INSTITUTIONAL CLASS SHARES

Alpha 1 Year-6.07 Alpha 3 Years-6.26 Average Gain 1 Year9.59 Average Gain 3 Years6.10 Average Loss 1 Year-5.65 Average Loss 3 Years-6.10 Batting Average 1 Year33.33 Batting Average 3 Years38.89 Beta 1 Year1.25 Beta 3 Years1.11 Capture Ratio Down 1 Year127.60 Capture Ratio Down 3 Years125.20 Capture Ratio Up 1 Year104.85 Capture Ratio Up 3 Years97.49 Correlation 1 Year97.82 Correlation 3 Years96.35 High 1 Year34.39 Information Ratio 1 Year-0.79 Information Ratio 3 Years-1.17 Low 1 Year23.34 Maximum Loss 1 Year-24.28 Maximum Loss 3 Years-49.57 Performance Current Year4.52 Performance since Inception2,557.93 Risk adjusted Return 3 Years-20.34 Risk adjusted Return Since Inception-20.34 R-Squared (R²) 1 Year95.69 R-Squared (R²) 3 Years92.83 Sortino Ratio 1 Year0.62 Sortino Ratio 3 Years-0.55 Tracking Error 1 Year9.64 Tracking Error 3 Years7.54 Trailing Performance 1 Month5.05 Trailing Performance 1 Week2.90 Trailing Performance 1 Year5.18 Trailing Performance 10 Years228.15 Trailing Performance 2 Years10.31 Trailing Performance 3 Months8.33 Trailing Performance 3 Years-26.86 Trailing Performance 4 Years3.71 Trailing Performance 5 Years52.18 Trailing Performance 6 Months7.66 Trailing Return 1 Month5.05 Trailing Return 1 Year5.18 Trailing Return 2 Months4.68 Trailing Return 2 Years5.03 Trailing Return 3 Months8.33 Trailing Return 3 Years-9.90 Trailing Return 4 Years0.92 Trailing Return 6 Months7.66 Trailing Return 9 Months38.91 Trailing Return Since Inception6.39 Trailing Return YTD - Year to Date4.52 Treynor Ratio 1 Year6.33 Treynor Ratio 3 Years-12.31

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