WAMCX vs. WGROX

In the year-to-date period, WAMCX achieves a 12.63% return, which is significantly lower than WGROX's 18.83% return. Over the past 10 years, WAMCX has underperformed WGROX with an annualized return of 3.76%, while WGROX has yielded a comparatively higher 5.91% 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 1.53, which is comparable to the WGROX Sharpe Ratio of 1.98. 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.

Neither WAMCX nor WGROX has paid dividends to shareholders.

The maximum WAMCX drawdown since its inception was -70.06%, roughly equal to the maximum WGROX drawdown of -68.90%. Use the drawdown chart below to compare losses from any high point for WAMCX and WGROX. For additional features, visit the drawdowns tool.

Wasatch Ultra Growth Fund (WAMCX) has a higher volatility of 6.39% compared to Wasatch Core Growth Fund (WGROX) at 6.00%. This indicates that WAMCX's price experiences larger fluctuations and is considered to be riskier than WGROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.