WAMCX vs. WMKSX
WAMCX (Wasatch Ultra Growth Fund) and WMKSX (WesMark Small Company Fund) are both Small Cap Growth Equities funds. Over the past 10 years, WAMCX returned 11.96%/yr vs 13.14%/yr for WMKSX. Their 0.77 correlation means they have sometimes moved together and sometimes differently. WAMCX charges 1.16%/yr vs 1.24%/yr for WMKSX.
Performance
WAMCX vs. WMKSX - Performance Comparison
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Returns By Period
In the year-to-date period, WAMCX achieves a 11.62% return, which is significantly lower than WMKSX's 18.70% return. Over the past 10 years, WAMCX has underperformed WMKSX with an annualized return of 11.96%, while WMKSX has yielded a comparatively higher 13.14% annualized return.
WAMCX
- 1D
- 0.98%
- 1M
- -2.61%
- 6M
- 11.06%
- YTD
- 11.62%
- 1Y
- 24.32%
- 3Y*
- 5.68%
- 5Y*
- -3.99%
- 10Y*
- 11.96%
- ALL TIME*
- 9.47%
WMKSX
- 1D
- 0.87%
- 1M
- -3.29%
- 6M
- 12.39%
- YTD
- 18.70%
- 1Y
- 29.43%
- 3Y*
- 21.54%
- 5Y*
- 11.00%
- 10Y*
- 13.14%
- ALL TIME*
- 9.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WAMCX vs. WMKSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAMCX Wasatch Ultra Growth Fund | 11.62% | -2.85% | 8.25% | 19.19% | -39.71% | 5.23% | 71.48% | 38.09% | 10.34% | 31.60% |
WMKSX WesMark Small Company Fund | 18.70% | 16.19% | 22.12% | 19.42% | -20.72% | 22.81% | 36.78% | 20.32% | -13.92% | 13.21% |
Correlation
The correlation between WAMCX and WMKSX is 0.81, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.81 |
Correlation (3Y) Balances recent behavior with more history. | 0.86 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.85 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 1995 | 0.77 |
The correlation between WAMCX and WMKSX has been stable across timeframes, ranging from 0.77 to 0.86 - a consistent structural relationship.
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Return for Risk
WAMCX vs. WMKSX — Risk / Return Rank
WAMCX
WMKSX
WAMCX vs. WMKSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Ultra Growth Fund (WAMCX) and WesMark Small Company Fund (WMKSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WAMCX | WMKSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.51 | ||
| Sortino ratioReturn per unit of downside risk | -0.66 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.24 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 2.95 | -1.80 |
| Martin ratioReturn relative to average drawdown | 4.00 | 9.24 | -5.24 |
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Drawdowns
WAMCX vs. WMKSX - Drawdown Comparison
The maximum WAMCX drawdown since its inception was -66.51%, roughly equal to the maximum WMKSX drawdown of -64.09%. Use the drawdown chart below to compare losses from any high point for WAMCX and WMKSX.
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Drawdown Indicators
| WAMCX | WMKSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.51% | -64.09% | -2.42% |
Max Drawdown (1Y)Largest decline over 1 year | -16.89% | -8.50% | -8.39% |
Max Drawdown (3Y)Largest decline over 3 years | -33.21% | -24.20% | -9.01% |
Max Drawdown (5Y)Largest decline over 5 years | -53.18% | -39.84% | -13.34% |
Max Drawdown (10Y)Largest decline over 10 years | -53.18% | -39.84% | -13.34% |
Current DrawdownCurrent decline from peak | -25.00% | -4.88% | -20.12% |
Average DrawdownAverage peak-to-trough decline | -15.21% | -15.61% | +0.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.99% | 2.73% | +2.26% |
Volatility
WAMCX vs. WMKSX - Volatility Comparison
Wasatch Ultra Growth Fund (WAMCX) has a higher volatility of 4.26% compared to WesMark Small Company Fund (WMKSX) at 3.66%. This indicates that WAMCX's price experiences larger fluctuations and is considered to be riskier than WMKSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAMCX | WMKSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 3.66% | +0.60% |
Volatility (6M)Calculated over the trailing 6-month period | 16.64% | 12.35% | +4.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.86% | 17.88% | +3.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.48% | 26.08% | +1.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.61% | 23.92% | +1.69% |
WAMCX vs. WMKSX - Expense Ratio Comparison
WAMCX has a 1.16% expense ratio, which is lower than WMKSX's 1.24% expense ratio.
Dividends
WAMCX vs. WMKSX - Dividend Comparison
WAMCX has not paid dividends to shareholders, while WMKSX's dividend yield for the trailing twelve months is around 19.30%.
| Position | 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% |
WMKSX WesMark Small Company Fund | 19.30% | 22.91% | 4.69% | 5.93% | 6.23% | 25.75% | 8.21% | 0.00% | 12.53% | 8.59% | 5.26% | 6.57% |
Frequently Asked Questions
WAMCX and WMKSX have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WAMCX has higher volatility (4.26%) compared to WMKSX (3.66%). In terms of maximum drawdown, WAMCX dropped -66.51% vs WMKSX's -64.09%.
WMKSX currently has the higher Sharpe Ratio (1.40 vs 0.89), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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