WAFMX vs. WAMCX
Compare and contrast key facts about Wasatch Frontier Emerging Small Countries Fund (WAFMX) and Wasatch Ultra Growth Fund (WAMCX).
WAFMX is managed by Wasatch. It was launched on Jan 30, 2012. WAMCX is managed by Wasatch. It was launched on Aug 17, 1992.
Performance
WAFMX vs. WAMCX - Performance Comparison
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WAFMX vs. WAMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAFMX Wasatch Frontier Emerging Small Countries Fund | -5.83% | 4.35% | 10.67% | 28.16% | -41.11% | 8.60% | 28.24% | 26.47% | -18.49% | 21.16% |
WAMCX Wasatch Ultra Growth Fund | -12.13% | -2.85% | 8.25% | 19.19% | -39.71% | 5.23% | 71.48% | 38.09% | 10.34% | 31.60% |
Returns By Period
In the year-to-date period, WAFMX achieves a -5.83% return, which is significantly higher than WAMCX's -12.13% return. Over the past 10 years, WAFMX has underperformed WAMCX with an annualized return of 2.65%, while WAMCX has yielded a comparatively higher 10.78% annualized return.
WAFMX
- 1D
- -1.45%
- 1M
- -10.79%
- YTD
- -5.83%
- 6M
- -10.08%
- 1Y
- -2.02%
- 3Y*
- 7.35%
- 5Y*
- -2.57%
- 10Y*
- 2.65%
WAMCX
- 1D
- -1.81%
- 1M
- -12.55%
- YTD
- -12.13%
- 6M
- -4.24%
- 1Y
- 0.20%
- 3Y*
- 1.01%
- 5Y*
- -7.77%
- 10Y*
- 10.78%
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WAFMX vs. WAMCX - Expense Ratio Comparison
WAFMX has a 2.15% expense ratio, which is higher than WAMCX's 1.16% expense ratio.
Return for Risk
WAFMX vs. WAMCX — Risk / Return Rank
WAFMX
WAMCX
WAFMX vs. WAMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Frontier Emerging Small Countries Fund (WAFMX) and Wasatch Ultra Growth Fund (WAMCX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| WAFMX | WAMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.19 | -0.02 | -0.17 |
Sortino ratioReturn per unit of downside risk | -0.16 | 0.15 | -0.31 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.02 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.35 | -0.19 | -0.16 |
Martin ratioReturn relative to average drawdown | -0.97 | -0.65 | -0.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WAFMX | WAMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.19 | -0.02 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.15 | -0.29 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.42 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.36 | -0.08 |
Correlation
The correlation between WAFMX and WAMCX is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
WAFMX vs. WAMCX - Dividend Comparison
Neither WAFMX nor WAMCX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAFMX Wasatch Frontier Emerging Small Countries Fund | 0.00% | 0.00% | 0.76% | 0.00% | 0.00% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.17% |
WAMCX Wasatch Ultra Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 12.08% | 2.99% | 1.96% | 7.65% | 11.92% | 11.44% | 9.18% |
Drawdowns
WAFMX vs. WAMCX - Drawdown Comparison
The maximum WAFMX drawdown since its inception was -49.51%, smaller than the maximum WAMCX drawdown of -66.51%. Use the drawdown chart below to compare losses from any high point for WAFMX and WAMCX.
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Drawdown Indicators
| WAFMX | WAMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.51% | -66.51% | +17.00% |
Max Drawdown (1Y)Largest decline over 1 year | -12.85% | -16.89% | +4.04% |
Max Drawdown (5Y)Largest decline over 5 years | -49.51% | -53.18% | +3.67% |
Max Drawdown (10Y)Largest decline over 10 years | -49.51% | -53.18% | +3.67% |
Current DrawdownCurrent decline from peak | -26.32% | -40.96% | +14.64% |
Average DrawdownAverage peak-to-trough decline | -16.75% | -15.05% | -1.70% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.63% | 4.95% | -0.32% |
Volatility
WAFMX vs. WAMCX - Volatility Comparison
The current volatility for Wasatch Frontier Emerging Small Countries Fund (WAFMX) is 7.30%, while Wasatch Ultra Growth Fund (WAMCX) has a volatility of 8.06%. This indicates that WAFMX experiences smaller price fluctuations and is considered to be less risky than WAMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAFMX | WAMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.30% | 8.06% | -0.76% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 15.50% | -4.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.16% | 25.65% | -10.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.51% | 27.32% | -9.81% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.73% | 25.54% | -8.81% |