WAMCX vs. WHOSX
Compare and contrast key facts about Wasatch Ultra Growth Fund (WAMCX) and Wasatch-Hoisington U.S. Treasury Fund (WHOSX).
WAMCX is managed by Wasatch. It was launched on Aug 17, 1992. WHOSX is managed by Wasatch. It was launched on Dec 7, 1986.
Performance
WAMCX vs. WHOSX - Performance Comparison
Loading graphics...
WAMCX vs. WHOSX - 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% |
WHOSX Wasatch-Hoisington U.S. Treasury Fund | -1.67% | 2.34% | -10.95% | 1.39% | -34.13% | -4.94% | 20.05% | 17.15% | -3.84% | 10.46% |
Returns By Period
In the year-to-date period, WAMCX achieves a -12.13% return, which is significantly lower than WHOSX's -1.67% return. Over the past 10 years, WAMCX has outperformed WHOSX with an annualized return of 10.78%, while WHOSX has yielded a comparatively lower -2.42% 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%
WHOSX
- 1D
- 0.40%
- 1M
- -6.28%
- YTD
- -1.67%
- 6M
- -2.86%
- 1Y
- -3.26%
- 3Y*
- -5.07%
- 5Y*
- -7.29%
- 10Y*
- -2.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WAMCX vs. WHOSX - Expense Ratio Comparison
WAMCX has a 1.16% expense ratio, which is higher than WHOSX's 0.67% expense ratio.
Return for Risk
WAMCX vs. WHOSX — Risk / Return Rank
WAMCX
WHOSX
WAMCX vs. WHOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) and Wasatch-Hoisington U.S. Treasury Fund (WHOSX). 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 | WHOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.02 | -0.20 | +0.17 |
Sortino ratioReturn per unit of downside risk | 0.15 | -0.17 | +0.32 |
Omega ratioGain probability vs. loss probability | 1.02 | 0.98 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | -0.19 | -0.06 | -0.13 |
Martin ratioReturn relative to average drawdown | -0.65 | -0.12 | -0.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WAMCX | WHOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.02 | -0.20 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.29 | -0.41 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.42 | -0.14 | +0.56 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.29 | +0.07 |
Correlation
The correlation between WAMCX and WHOSX is -0.16. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
WAMCX vs. WHOSX - Dividend Comparison
WAMCX has not paid dividends to shareholders, while WHOSX's dividend yield for the trailing twelve months is around 3.17%.
| 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% |
WHOSX Wasatch-Hoisington U.S. Treasury Fund | 3.17% | 4.05% | 3.80% | 2.90% | 2.45% | 1.31% | 7.99% | 1.83% | 2.22% | 1.96% | 10.89% | 7.33% |
Drawdowns
WAMCX vs. WHOSX - Drawdown Comparison
The maximum WAMCX drawdown since its inception was -66.51%, which is greater than WHOSX's maximum drawdown of -53.95%. Use the drawdown chart below to compare losses from any high point for WAMCX and WHOSX.
Loading graphics...
Drawdown Indicators
| WAMCX | WHOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.51% | -53.95% | -12.56% |
Max Drawdown (1Y)Largest decline over 1 year | -16.89% | -12.79% | -4.10% |
Max Drawdown (5Y)Largest decline over 5 years | -53.18% | -47.93% | -5.25% |
Max Drawdown (10Y)Largest decline over 10 years | -53.18% | -53.95% | +0.77% |
Current DrawdownCurrent decline from peak | -40.96% | -49.60% | +8.64% |
Average DrawdownAverage peak-to-trough decline | -15.05% | -11.28% | -3.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.95% | 6.53% | -1.58% |
Volatility
WAMCX vs. WHOSX - Volatility Comparison
Wasatch Ultra Growth Fund (WAMCX) has a higher volatility of 8.06% compared to Wasatch-Hoisington U.S. Treasury Fund (WHOSX) at 4.18%. This indicates that WAMCX's price experiences larger fluctuations and is considered to be riskier than WHOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WAMCX | WHOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.06% | 4.18% | +3.88% |
Volatility (6M)Calculated over the trailing 6-month period | 15.50% | 8.32% | +7.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.65% | 14.59% | +11.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.32% | 17.73% | +9.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.54% | 17.32% | +8.22% |