WAMCX vs. NEAIX
Compare and contrast key facts about Wasatch Ultra Growth Fund (WAMCX) and Needham Aggressive Growth Fund Institutional Class (NEAIX).
WAMCX is managed by Wasatch. It was launched on Aug 17, 1992. NEAIX is an actively managed fund by Needham. It was launched on Dec 30, 2016.
Performance
WAMCX vs. NEAIX - Performance Comparison
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WAMCX vs. NEAIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAMCX Wasatch Ultra Growth Fund | -12.13% | -2.85% | 8.25% | 19.19% | -39.71% | 5.23% | 71.48% | 38.09% | 10.34% | 30.92% |
NEAIX Needham Aggressive Growth Fund Institutional Class | 7.37% | 26.99% | 14.86% | 38.37% | -27.02% | 38.46% | 52.49% | 44.68% | -15.64% | 10.07% |
Returns By Period
In the year-to-date period, WAMCX achieves a -12.13% return, which is significantly lower than NEAIX's 7.37% return.
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%
NEAIX
- 1D
- -3.89%
- 1M
- -9.47%
- YTD
- 7.37%
- 6M
- 10.73%
- 1Y
- 55.63%
- 3Y*
- 25.66%
- 5Y*
- 15.35%
- 10Y*
- —
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WAMCX vs. NEAIX - Expense Ratio Comparison
WAMCX has a 1.16% expense ratio, which is lower than NEAIX's 1.20% expense ratio.
Return for Risk
WAMCX vs. NEAIX — Risk / Return Rank
WAMCX
NEAIX
WAMCX vs. NEAIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) and Needham Aggressive Growth Fund Institutional Class (NEAIX). 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.
| WAMCX | NEAIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 1.89 | -1.91 |
Sortino ratioReturn per unit of downside risk | 0.15 | 2.45 | -2.30 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.34 | -0.32 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | 3.57 | -3.76 |
Martin ratioReturn relative to average drawdown | -0.65 | 12.81 | -13.46 |
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
| WAMCX | NEAIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 1.89 | -1.91 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.29 | 0.64 | -0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.72 | -0.37 |
Correlation
The correlation between WAMCX and NEAIX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WAMCX vs. NEAIX - Dividend Comparison
WAMCX has not paid dividends to shareholders, while NEAIX's dividend yield for the trailing twelve months is around 1.88%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
NEAIX Needham Aggressive Growth Fund Institutional Class | 1.88% | 2.01% | 0.00% | 0.00% | 0.00% | 6.84% | 3.80% | 10.42% | 16.35% | 5.14% | 0.00% | 0.00% |
Drawdowns
WAMCX vs. NEAIX - Drawdown Comparison
The maximum WAMCX drawdown since its inception was -66.51%, which is greater than NEAIX's maximum drawdown of -35.93%. Use the drawdown chart below to compare losses from any high point for WAMCX and NEAIX.
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Drawdown Indicators
| WAMCX | NEAIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.51% | -35.93% | -30.58% |
Max Drawdown (1Y)Largest decline over 1 year | -16.89% | -13.98% | -2.91% |
Max Drawdown (5Y)Largest decline over 5 years | -53.18% | -35.93% | -17.25% |
Max Drawdown (10Y)Largest decline over 10 years | -53.18% | — | — |
Current DrawdownCurrent decline from peak | -40.96% | -11.55% | -29.41% |
Average DrawdownAverage peak-to-trough decline | -15.05% | -8.73% | -6.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 3.89% | +1.06% |
Volatility
WAMCX vs. NEAIX - Volatility Comparison
The current volatility for Wasatch Ultra Growth Fund (WAMCX) is 8.06%, while Needham Aggressive Growth Fund Institutional Class (NEAIX) has a volatility of 10.98%. This indicates that WAMCX experiences smaller price fluctuations and is considered to be less risky than NEAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAMCX | NEAIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 10.98% | -2.92% |
Volatility (6M)Calculated over the trailing 6-month period | 15.50% | 19.41% | -3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.65% | 28.68% | -3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.32% | 24.28% | +3.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.54% | 24.42% | +1.12% |