WAMCX vs. TRBCX

In the year-to-date period, WAMCX achieves a 12.63% return, which is significantly lower than TRBCX's 34.35% return. Over the past 10 years, WAMCX has underperformed TRBCX with an annualized return of 3.76%, while TRBCX has yielded a comparatively higher 14.74% annualized return.

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WAMCX has a 1.16% expense ratio, which is higher than TRBCX's 0.69% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) and T. Rowe Price Blue Chip Growth Fund (TRBCX). 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 TRBCX Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of WAMCX and TRBCX, 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 TRBCX's dividend yield for the trailing twelve months is around 2.60%.

The maximum WAMCX drawdown since its inception was -70.06%, which is greater than TRBCX's maximum drawdown of -54.56%. Use the drawdown chart below to compare losses from any high point for WAMCX and TRBCX. For additional features, visit the drawdowns tool.

Wasatch Ultra Growth Fund (WAMCX) has a higher volatility of 6.39% compared to T. Rowe Price Blue Chip Growth Fund (TRBCX) at 5.39%. This indicates that WAMCX's price experiences larger fluctuations and is considered to be riskier than TRBCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.