WGROX vs. WAAEX

The year-to-date returns for both investments are quite close, with WGROX having a -5.30% return and WAAEX slightly higher at -5.17%. Over the past 10 years, WGROX has outperformed WAAEX with an annualized return of 10.82%, while WAAEX has yielded a comparatively lower -2.72% annualized return.

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WGROX has a 1.17% expense ratio, which is higher than WAAEX's 1.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Core Growth Fund (WGROX) and Wasatch Small Cap Growth Fund (WAAEX). 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 0.20, which is lower than the WAAEX Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of WGROX and WAAEX, 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 WAAEX has paid dividends to shareholders.

The maximum WGROX drawdown since its inception was -68.90%, which is greater than WAAEX's maximum drawdown of -62.47%. Use the drawdown chart below to compare losses from any high point for WGROX and WAAEX. For additional features, visit the drawdowns tool.

Wasatch Core Growth Fund (WGROX) has a higher volatility of 8.35% compared to Wasatch Small Cap Growth Fund (WAAEX) at 7.72%. This indicates that WGROX's price experiences larger fluctuations and is considered to be riskier than WAAEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.