WGROX vs. HRSMX

In the year-to-date period, WGROX achieves a 23.08% return, which is significantly lower than HRSMX's 46.58% return. Over the past 10 years, WGROX has underperformed HRSMX with an annualized return of 6.16%, while HRSMX has yielded a comparatively higher 10.50% annualized return.

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WGROX has a 1.17% expense ratio, which is higher than HRSMX's 1.09% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Core Growth Fund (WGROX) and Hood River Small-Cap Growth Fund (HRSMX). 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 WGROX Sharpe Ratio is 2.20, which is comparable to the HRSMX Sharpe Ratio of 2.83. The chart below compares the historical Sharpe Ratios of WGROX and HRSMX, 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 WGROX nor HRSMX has paid dividends to shareholders.

The maximum WGROX drawdown since its inception was -68.90%, roughly equal to the maximum HRSMX drawdown of -65.94%. Use the drawdown chart below to compare losses from any high point for WGROX and HRSMX. For additional features, visit the drawdowns tool.

The current volatility for Wasatch Core Growth Fund (WGROX) is 6.27%, while Hood River Small-Cap Growth Fund (HRSMX) has a volatility of 7.54%. This indicates that WGROX experiences smaller price fluctuations and is considered to be less risky than HRSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.