Wasatch Ultra Growth Fund (WAMCX)
The investment seeks long-term growth of capital; income is a secondary consideration. The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities of companies which the managers consider to be rapidly growing. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies in developed markets, emerging markets, or frontier markets. It may invest a large percentage of its assets in a few sectors, including consumer discretionary, financials, health care, industrials, and information technology.
Fund Info
US9367724096
936772409
Aug 17, 1992
$2,000
Small-Cap
Growth
Expense Ratio
WAMCX has a high expense ratio of 1.16%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Wasatch Ultra Growth Fund (WAMCX) returned -15.48% year-to-date (YTD) and -8.79% over the past 12 months. Over the past 10 years, WAMCX returned 9.69% annually, underperforming the S&P 500 benchmark at 10.45%.
WAMCX
-15.48%
3.53%
-22.75%
-8.79%
1.82%
9.69%
^GSPC (Benchmark)
-3.77%
3.72%
-5.60%
8.55%
14.11%
10.45%
Monthly Returns
The table below presents the monthly returns of WAMCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 5.94% | -8.27% | -12.34% | -2.39% | 1.65% | -15.48% | |||||||
| 2024 | -2.93% | 9.41% | -0.06% | -9.11% | 3.46% | -0.38% | 5.04% | 1.72% | 0.95% | 1.44% | 9.61% | -9.22% | 8.25% |
| 2023 | 11.49% | -2.29% | -1.90% | -2.28% | 0.50% | 7.48% | 5.09% | -7.13% | -9.48% | -9.98% | 14.27% | 16.26% | 19.19% |
| 2022 | -15.37% | 0.67% | -2.21% | -13.89% | -5.36% | -8.70% | 10.12% | -2.79% | -10.30% | 3.23% | 4.02% | -5.67% | -39.71% |
| 2021 | 3.15% | 6.50% | -4.70% | 6.28% | -4.88% | 4.88% | -1.94% | 2.49% | -3.37% | 5.40% | -7.17% | -0.21% | 5.23% |
| 2020 | 3.38% | -4.90% | -15.81% | 22.65% | 15.35% | 6.97% | 5.17% | 4.01% | 1.57% | -0.43% | 12.47% | 10.05% | 71.48% |
| 2019 | 11.76% | 7.58% | -1.11% | 5.40% | -4.79% | 4.75% | -0.84% | -1.54% | -1.33% | 1.07% | 7.39% | 5.65% | 38.09% |
| 2018 | 4.05% | -0.33% | 2.91% | 2.28% | 9.11% | 2.66% | 0.28% | 12.45% | -2.12% | -12.28% | 4.86% | -11.12% | 10.34% |
| 2017 | 3.90% | 0.88% | 2.74% | 2.34% | 1.56% | 4.87% | 1.61% | 0.19% | 4.65% | 1.01% | 4.13% | 0.05% | 31.60% |
| 2016 | -13.07% | -3.01% | 9.50% | 1.81% | 3.20% | 1.49% | 6.61% | 2.60% | 2.74% | -5.13% | 4.61% | -1.74% | 7.87% |
| 2015 | -3.46% | 9.51% | 1.39% | -3.13% | 3.03% | 1.77% | -2.22% | -6.80% | -4.50% | 4.93% | 6.44% | -2.72% | 2.95% |
| 2014 | 0.76% | 3.08% | -0.27% | -8.65% | 0.55% | 8.95% | -7.30% | 3.77% | -5.51% | 6.00% | -0.12% | 3.53% | 3.28% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of WAMCX is 7, meaning it’s performing worse than 93% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Wasatch Ultra Growth Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.11 | $0.00 | $0.01 |
Dividend yield | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.50% | 0.61% | 0.00% | 0.06% |
Monthly Dividends
The table displays the monthly dividend distributions for Wasatch Ultra Growth Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2014 | $0.01 | $0.01 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Wasatch Ultra Growth Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Wasatch Ultra Growth Fund was 65.70%, occurring on Nov 20, 2008. Recovery took 608 trading sessions.
The current Wasatch Ultra Growth Fund drawdown is 41.54%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -65.7% | Nov 1, 2007 | 266 | Nov 20, 2008 | 608 | Apr 21, 2011 | 874 |
| -53.18% | Nov 5, 2021 | 497 | Oct 27, 2023 | — | — | — |
| -39.16% | Jan 7, 2002 | 189 | Oct 7, 2002 | 187 | Jul 8, 2003 | 376 |
| -36.84% | Oct 14, 1997 | 258 | Oct 8, 1998 | 58 | Dec 29, 1998 | 316 |
| -35.38% | Feb 20, 2020 | 20 | Mar 18, 2020 | 42 | May 18, 2020 | 62 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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