WAMCX vs. BWBIX

In the year-to-date period, WAMCX achieves a 12.63% return, which is significantly lower than BWBIX's 16.99% return.

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WAMCX has a 1.16% expense ratio, which is higher than BWBIX's 0.05% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) and Baron WealthBuilder Fund (BWBIX). 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.

The current WAMCX Sharpe Ratio is 1.53, which is comparable to the BWBIX Sharpe Ratio of 1.76. The chart below compares the historical Sharpe Ratios of WAMCX and BWBIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WAMCX has not paid dividends to shareholders, while BWBIX's dividend yield for the trailing twelve months is around 0.05%.

The maximum WAMCX drawdown since its inception was -70.06%, which is greater than BWBIX's maximum drawdown of -42.79%. Use the drawdown chart below to compare losses from any high point for WAMCX and BWBIX. For additional features, visit the drawdowns tool.

Wasatch Ultra Growth Fund (WAMCX) has a higher volatility of 6.39% compared to Baron WealthBuilder Fund (BWBIX) at 5.29%. This indicates that WAMCX's price experiences larger fluctuations and is considered to be riskier than BWBIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.