WAMCX vs. WAEMX
Compare and contrast key facts about Wasatch Ultra Growth Fund (WAMCX) and Wasatch Emerging Markets Small Cap Fund (WAEMX).
WAMCX is managed by Wasatch. It was launched on Aug 17, 1992. WAEMX is managed by Wasatch. It was launched on Sep 30, 2007.
Performance
WAMCX vs. WAEMX - Performance Comparison
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WAMCX vs. WAEMX - 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% | 31.60% |
WAEMX Wasatch Emerging Markets Small Cap Fund | 2.94% | 5.85% | -2.21% | 21.20% | -38.76% | 30.16% | 32.79% | 27.45% | -18.97% | 38.20% |
Returns By Period
In the year-to-date period, WAMCX achieves a -12.13% return, which is significantly lower than WAEMX's 2.94% return. Over the past 10 years, WAMCX has outperformed WAEMX with an annualized return of 10.78%, while WAEMX has yielded a comparatively lower 6.51% annualized 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%
WAEMX
- 1D
- -1.69%
- 1M
- -7.41%
- YTD
- 2.94%
- 6M
- 8.97%
- 1Y
- 19.69%
- 3Y*
- 6.27%
- 5Y*
- -0.05%
- 10Y*
- 6.51%
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WAMCX vs. WAEMX - Expense Ratio Comparison
WAMCX has a 1.16% expense ratio, which is lower than WAEMX's 1.91% expense ratio.
Return for Risk
WAMCX vs. WAEMX — Risk / Return Rank
WAMCX
WAEMX
WAMCX vs. WAEMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) and Wasatch Emerging Markets Small Cap Fund (WAEMX). 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 | WAEMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | 1.15 | -1.18 |
Sortino ratioReturn per unit of downside risk | 0.15 | 1.69 | -1.54 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.22 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | 1.81 | -2.00 |
Martin ratioReturn relative to average drawdown | -0.65 | 6.48 | -7.13 |
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 | WAEMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | 1.15 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.29 | -0.00 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | 0.36 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.25 | +0.11 |
Correlation
The correlation between WAMCX and WAEMX is 0.56, 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
WAMCX vs. WAEMX - Dividend Comparison
WAMCX has not paid dividends to shareholders, while WAEMX's dividend yield for the trailing twelve months is around 68.39%.
| 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% |
WAEMX Wasatch Emerging Markets Small Cap Fund | 68.39% | 70.40% | 6.49% | 0.00% | 3.32% | 6.03% | 7.15% | 5.82% | 12.81% | 0.00% | 0.00% | 0.02% |
Drawdowns
WAMCX vs. WAEMX - Drawdown Comparison
The maximum WAMCX drawdown since its inception was -66.51%, roughly equal to the maximum WAEMX drawdown of -66.35%. Use the drawdown chart below to compare losses from any high point for WAMCX and WAEMX.
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Drawdown Indicators
| WAMCX | WAEMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.51% | -66.35% | -0.16% |
Max Drawdown (1Y)Largest decline over 1 year | -16.89% | -9.38% | -7.51% |
Max Drawdown (5Y)Largest decline over 5 years | -53.18% | -44.88% | -8.30% |
Max Drawdown (10Y)Largest decline over 10 years | -53.18% | -44.88% | -8.30% |
Current DrawdownCurrent decline from peak | -40.96% | -23.84% | -17.12% |
Average DrawdownAverage peak-to-trough decline | -15.05% | -16.87% | +1.82% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 2.61% | +2.34% |
Volatility
WAMCX vs. WAEMX - Volatility Comparison
Wasatch Ultra Growth Fund (WAMCX) has a higher volatility of 8.06% compared to Wasatch Emerging Markets Small Cap Fund (WAEMX) at 7.10%. This indicates that WAMCX's price experiences larger fluctuations and is considered to be riskier than WAEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAMCX | WAEMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 7.10% | +0.96% |
Volatility (6M)Calculated over the trailing 6-month period | 15.50% | 12.17% | +3.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.65% | 16.78% | +8.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.32% | 17.40% | +9.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.54% | 17.93% | +7.61% |