WAMCX vs. WGROX

In the year-to-date period, WAMCX achieves a -13.30% return, which is significantly lower than WGROX's -7.43% return. Over the past 10 years, WAMCX has underperformed WGROX with an annualized return of 9.72%, while WGROX has yielded a comparatively higher 10.61% annualized return.

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WAMCX has a 1.16% expense ratio, which is lower than WGROX's 1.17% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) and Wasatch Core Growth Fund (WGROX). 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 WGROX Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of WAMCX and WGROX, 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 WGROX's dividend yield for the trailing twelve months is around 9.96%.

The maximum WAMCX drawdown since its inception was -65.70%, which is greater than WGROX's maximum drawdown of -61.61%. Use the drawdown chart below to compare losses from any high point for WAMCX and WGROX.

The current volatility for Wasatch Ultra Growth Fund (WAMCX) is 6.78%, while Wasatch Core Growth Fund (WGROX) has a volatility of 7.44%. This indicates that WAMCX experiences smaller price fluctuations and is considered to be less risky than WGROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.