WMICX vs. WAMCX
Compare and contrast key facts about Wasatch Micro Cap Fund (WMICX) and Wasatch Ultra Growth Fund (WAMCX).
WMICX is managed by Wasatch. It was launched on Jun 19, 1995. WAMCX is managed by Wasatch. It was launched on Aug 17, 1992.
Performance
WMICX vs. WAMCX - Performance Comparison
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WMICX vs. WAMCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WMICX Wasatch Micro Cap Fund | -6.11% | 4.84% | 20.91% | 22.58% | -40.64% | 4.51% | 64.84% | 42.31% | 1.73% | 36.17% |
WAMCX Wasatch Ultra Growth Fund | -12.13% | -2.85% | 8.25% | 19.19% | -39.71% | 5.23% | 71.48% | 38.09% | 10.34% | 31.60% |
Returns By Period
In the year-to-date period, WMICX achieves a -6.11% return, which is significantly higher than WAMCX's -12.13% return. Over the past 10 years, WMICX has outperformed WAMCX with an annualized return of 12.75%, while WAMCX has yielded a comparatively lower 10.78% annualized return.
WMICX
- 1D
- -0.97%
- 1M
- -11.81%
- YTD
- -6.11%
- 6M
- -4.35%
- 1Y
- 17.97%
- 3Y*
- 9.56%
- 5Y*
- -3.99%
- 10Y*
- 12.75%
WAMCX
- 1D
- -1.81%
- 1M
- -12.55%
- YTD
- -12.13%
- 6M
- -4.24%
- 1Y
- 0.20%
- 3Y*
- 1.01%
- 5Y*
- -7.77%
- 10Y*
- 10.78%
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WMICX vs. WAMCX - Expense Ratio Comparison
WMICX has a 1.63% expense ratio, which is higher than WAMCX's 1.16% expense ratio.
Return for Risk
WMICX vs. WAMCX — Risk / Return Rank
WMICX
WAMCX
WMICX vs. WAMCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Micro Cap Fund (WMICX) 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.
| WMICX | WAMCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | -0.02 | +0.83 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.15 | +1.15 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.02 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.08 | -0.19 | +1.27 |
Martin ratioReturn relative to average drawdown | 3.88 | -0.65 | +4.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WMICX | WAMCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | -0.02 | +0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | -0.29 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | 0.42 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.36 | +0.27 |
Correlation
The correlation between WMICX and WAMCX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
WMICX vs. WAMCX - Dividend Comparison
Neither WMICX nor WAMCX has paid dividends to shareholders.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WMICX Wasatch Micro Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 30.82% | 5.68% | 11.40% | 29.75% | 15.30% | 9.30% | 16.58% |
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% |
Drawdowns
WMICX vs. WAMCX - Drawdown Comparison
The maximum WMICX drawdown since its inception was -65.21%, roughly equal to the maximum WAMCX drawdown of -66.51%. Use the drawdown chart below to compare losses from any high point for WMICX and WAMCX.
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Drawdown Indicators
| WMICX | WAMCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.21% | -66.51% | +1.30% |
Max Drawdown (1Y)Largest decline over 1 year | -14.32% | -16.89% | +2.57% |
Max Drawdown (5Y)Largest decline over 5 years | -48.70% | -53.18% | +4.48% |
Max Drawdown (10Y)Largest decline over 10 years | -50.96% | -53.18% | +2.22% |
Current DrawdownCurrent decline from peak | -26.07% | -40.96% | +14.89% |
Average DrawdownAverage peak-to-trough decline | -13.32% | -15.05% | +1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 4.95% | -0.97% |
Volatility
WMICX vs. WAMCX - Volatility Comparison
The current volatility for Wasatch Micro Cap Fund (WMICX) is 6.30%, while Wasatch Ultra Growth Fund (WAMCX) has a volatility of 8.06%. This indicates that WMICX 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.
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Volatility by Period
| WMICX | WAMCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.30% | 8.06% | -1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 13.90% | 15.50% | -1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.36% | 25.65% | -3.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.48% | 27.32% | -2.84% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.31% | 25.54% | -1.23% |