WGROX vs. WAMCX

In the year-to-date period, WGROX achieves a 23.08% return, which is significantly higher than WAMCX's 17.11% return. Over the past 10 years, WGROX has outperformed WAMCX with an annualized return of 6.16%, while WAMCX has yielded a comparatively lower 4.09% annualized return.

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WGROX has a 1.17% expense ratio, which is higher than WAMCX's 1.16% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Core Growth Fund (WGROX) and Wasatch Ultra Growth Fund (WAMCX). 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 WAMCX Sharpe Ratio of 1.81. The chart below compares the historical Sharpe Ratios of WGROX and WAMCX, 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 WAMCX has paid dividends to shareholders.

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

The current volatility for Wasatch Core Growth Fund (WGROX) is 6.27%, while Wasatch Ultra Growth Fund (WAMCX) has a volatility of 6.67%. This indicates that WGROX experiences smaller price fluctuations and is considered to be less risky than WAMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.