WMICX vs. USNQX

In the year-to-date period, WMICX achieves a 27.34% return, which is significantly higher than USNQX's 23.95% return. Over the past 10 years, WMICX has underperformed USNQX with an annualized return of 1.12%, while USNQX has yielded a comparatively higher 16.00% annualized return.

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WMICX has a 1.63% expense ratio, which is higher than USNQX's 0.42% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Micro Cap Fund (WMICX) and USAA Nasdaq 100 Index Fund (USNQX). 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 WMICX Sharpe Ratio is 1.98, which is comparable to the USNQX Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of WMICX and USNQX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WMICX has not paid dividends to shareholders, while USNQX's dividend yield for the trailing twelve months is around 0.46%.

The maximum WMICX drawdown since its inception was -72.45%, roughly equal to the maximum USNQX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for WMICX and USNQX. For additional features, visit the drawdowns tool.

Wasatch Micro Cap Fund (WMICX) has a higher volatility of 8.59% compared to USAA Nasdaq 100 Index Fund (USNQX) at 5.31%. This indicates that WMICX's price experiences larger fluctuations and is considered to be riskier than USNQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.