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WAMCX: WASATCH ULTRA GROWTH FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 30.97 0.04(0.13%) June 27
| Asset Class: | Small Growth |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 09/15/1995 |
| Last Dividend Date: | 12/16/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | 1.05% |
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Performance Analytics (As of 06/27/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/15/1995 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.4 | -9.9 | -1.6 | 2.1 | 0.8 | 9.8 | 12.0 | 9.2 | 8.8 | 8.3 | 19.2 | -39.7 | -6.6 | 66.3 | 38.1 | 10.3 | 31.6 | 7.9 | 2.9 | 3.3 | 35.7 | 12.4 | -5.5 | 35.9 | 60.5 | -54.1 | 17.2 | 9.3 | 5.5 | 1.1 | 47.2 | -18.7 | 18.3 | 27.3 | 8.6 | 18.3 | -11.8 | 3.6 | 0.7 |
| Sharpe Ratio | NA | -0.74 | -0.18 | -0.05 | -0.05 | 0.33 | NA | NA | 0.29 | 0.08 | 0.66 | -1.01 | -0.24 | 1.72 | 2.05 | 0.44 | 2.38 | 0.38 | 0.16 | 0.18 | 2.64 | 0.81 | -0.21 | 1.89 | 2.29 | -1.36 | 0.79 | 0.39 | 0.13 | 0.01 | 2.19 | -0.68 | 0.56 | 0.68 | 0.21 | 0.53 | -0.57 | 0.0 | -0.06 |
| Draw Down(%) | NA | 31.1 | 33.2 | 33.2 | 53.2 | 53.2 | NA | NA | 65.7 | 11.6 | 26.3 | 44.2 | 26.9 | 35.4 | 8.0 | 26.2 | 7.2 | 21.8 | 17.7 | 15.5 | 6.4 | 12.7 | 23.2 | 12.9 | 18.3 | 62.9 | 11.6 | 17.1 | 13.8 | 28.3 | 18.6 | 39.2 | 32.4 | 24.8 | 21.7 | 37.8 | 31.9 | 27.1 | 9.8 |
| Standard Deviation(%) | NA | 30.2 | 26.1 | 26.3 | 27.7 | 25.7 | NA | NA | 24.9 | 20.9 | 23.0 | 40.7 | 27.6 | 38.2 | 17.9 | 20.8 | 13.1 | 20.0 | 17.7 | 17.9 | 13.5 | 15.4 | 25.6 | 19.0 | 26.4 | 40.3 | 18.1 | 15.5 | 24.8 | 18.0 | 21.3 | 29.1 | 29.2 | 34.0 | 26.0 | 28.4 | 26.8 | 21.7 | 21.0 |
| Treynor Ratio | NA | -0.22 | -0.05 | -0.01 | -0.01 | 0.08 | NA | NA | 0.07 | 0.02 | 0.13 | -0.34 | -0.06 | 0.67 | 0.34 | 0.09 | 0.27 | 0.07 | 0.03 | 0.03 | 0.41 | 0.15 | -0.07 | 0.47 | 0.77 | -0.61 | 0.15 | 0.07 | 0.04 | 0.0 | 0.49 | -0.19 | 0.16 | 0.27 | 0.05 | 0.14 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.07 | -0.05 | -0.03 | -0.03 | 0.01 | NA | NA | 0.01 | -0.03 | -0.01 | -0.03 | -0.05 | 0.09 | 0.01 | 0.07 | 0.02 | -0.01 | 0.02 | 0.0 | 0.01 | -0.01 | -0.02 | 0.04 | 0.08 | -0.13 | 0.03 | -0.01 | 0.0 | -0.05 | 0.02 | -0.01 | 0.08 | 0.11 | -0.04 | 0.08 | NA | NA | NA |
| Beta | NA | 1.0 | 1.01 | 1.09 | 1.12 | 1.07 | NA | NA | 0.96 | 1.06 | 1.12 | 1.21 | 1.14 | 0.98 | 1.07 | 1.04 | 1.14 | 1.07 | 1.03 | 1.04 | 0.86 | 0.84 | 0.77 | 0.76 | 0.79 | 0.9 | 0.94 | 0.86 | 0.92 | 0.91 | 0.95 | 1.04 | 1.03 | 0.86 | 1.16 | 1.04 | NA | NA | NA |
| RSquared | NA | 0.93 | 0.92 | 0.92 | 0.92 | 0.92 | NA | NA | 0.77 | 0.89 | 0.91 | 0.95 | 0.77 | 0.94 | 0.88 | 0.93 | 0.81 | 0.87 | 0.86 | 0.84 | 0.85 | 0.87 | 0.95 | 0.91 | 0.95 | 0.94 | 0.89 | 0.88 | 0.3 | 0.88 | 0.76 | 0.79 | 0.79 | 0.81 | 0.48 | 0.65 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 3.9 | 7.3 | 10.6 | 7.5 | N/A | 0.0 | 0.0 | 0.0 | 11.4 | 5.0 | 2.6 | 7.7 | 13.9 | 11.4 | 8.7 | 27.8 | 8.1 | 15.0 | 5.1 | 0.0 | 4.1 | 1.9 | 16.6 | 9.2 | 16.1 | 5.2 | 3.5 | 0.0 | 4.6 | 25.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -18.2 | -37.3 | N/A | N/A | N/A | N/A | N/A | -100.0 | 277.2 | 153.9 | -65.4 | -34.2 | 22.6 | 20.8 | -76.1 | 320.5 | -46.5 | 160.9 | 14600.0 | -98.2 | 0.0 | -88.5 | 77.6 | -47.3 | 189.2 | 115.1 | N/A | -100.0 | -82.9 | N/A | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/1995
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