Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WAMCX (WASATCH ULTRA GROWTH FUND INVESTOR CLASS SHARES) | 3.27% | 12.13% | 6.57% | -5.05% | 11.67% | 10.54% | 9.22% | … | … |
Data as of 06/05/2026, Common starting date is 09/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WAMCX (WASATCH ULTRA GROWTH FUND INVESTOR CLASS SHARES) | 09/15/1995 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -3.39 | 12.13 | 6.57 | -5.05 | 11.67 | 10.54 | 9.22 | … | … | 3.27 | -2.85 | 8.25 | 19.19 | -39.71 | 5.23 | 71.48 | 38.09 | 10.33 | 31.59 | 7.87 | 2.95 | 3.28 | 35.68 | 12.41 | -5.46 | 35.90 | 60.53 | -54.12 | 17.24 | 9.34 | 5.48 | 1.07 | 47.25 | -18.68 | 18.26 | 27.33 | 8.65 | 18.31 | -11.77 | 3.55 | 0.66 |
| Sharpe Ratio | NA | 0.44 | 0.14 | -0.27 | 0.40 | NA | NA | … | … | 0.22 | -0.23 | 0.22 | 0.68 | -1.01 | 0.22 | 1.85 | 2.04 | 0.43 | 2.38 | 0.38 | 0.16 | 0.18 | 2.64 | 0.81 | -0.22 | 1.89 | 2.29 | -1.36 | 0.78 | 0.38 | 0.13 | 0.00 | 2.19 | -0.68 | 0.55 | 0.68 | 0.20 | 0.52 | -0.57 | 0.00 | -0.07 |
| Standard Deviation(%) | NA | 21.61 | 23.22 | 27.40 | 25.72 | NA | NA | … | … | 23.84 | 25.46 | 20.90 | 22.95 | 40.74 | 23.50 | 38.21 | 17.91 | 20.76 | 13.06 | 20.01 | 17.71 | 17.85 | 13.49 | 15.43 | 25.56 | 18.99 | 26.38 | 40.31 | 18.09 | 15.51 | 24.78 | 17.97 | 21.28 | 29.06 | 29.17 | 34.00 | 26.01 | 28.42 | 26.84 | 21.71 | 21.03 |
| Draw Down(%) | NA | 16.89 | 33.21 | 53.18 | 53.18 | NA | NA | … | … | 16.84 | 31.09 | 11.61 | 26.32 | 44.17 | 17.65 | 35.38 | 8.04 | 26.24 | 7.18 | 21.80 | 17.71 | 15.53 | 6.43 | 12.74 | 23.16 | 12.86 | 18.32 | 62.95 | 11.58 | 17.08 | 13.77 | 28.35 | 18.60 | 39.16 | 32.44 | 24.82 | 21.75 | 37.80 | 31.89 | 27.12 | 9.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 2.12 | 7.35 | 7.85 | 7.08 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 11.43 | 4.96 | 2.65 | 7.73 | 13.94 | 11.39 | 8.73 | 27.78 | 8.09 | 14.97 | 5.12 | 0.05 | 4.13 | 1.92 | 16.63 | 9.23 | 16.06 | 5.17 | 3.47 | 0.00 | 4.57 | 25.21 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/15/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAMCX (WASATCH ULTRA GROWTH FUND INVESTOR CLASS SHARES) |
-20.34%
Feb 2006 – Feb 2009 |
-10.88%
Feb 2004 – Feb 2009 |
1.25%
Jan 1999 – Jan 2009 |
5.79%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WAMCX (WASATCH ULTRA GROWTH FUND INVESTOR CLASS SHARES) |
40.40%
Feb 2018 – Feb 2021 |
37.03%
Feb 2016 – Feb 2021 |
21.34%
Sep 2011 – Sep 2021 |
17.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart