WAMCX vs. VIOG

In the year-to-date period, WAMCX achieves a -13.04% return, which is significantly lower than VIOG's -4.80% return. Over the past 10 years, WAMCX has outperformed VIOG with an annualized return of 9.73%, while VIOG has yielded a comparatively lower 8.18% annualized return.

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WAMCX has a 1.16% expense ratio, which is higher than VIOG's 0.15% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG). 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 -0.21, which is lower than the VIOG Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of WAMCX and VIOG, 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 VIOG's dividend yield for the trailing twelve months is around 1.20%.

The maximum WAMCX drawdown since its inception was -65.70%, which is greater than VIOG's maximum drawdown of -41.73%. Use the drawdown chart below to compare losses from any high point for WAMCX and VIOG.

Wasatch Ultra Growth Fund (WAMCX) has a higher volatility of 6.80% compared to Vanguard S&P Small-Cap 600 Growth ETF (VIOG) at 6.03%. This indicates that WAMCX's price experiences larger fluctuations and is considered to be riskier than VIOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.