WAMCX
Wasatch Ultra Growth
$31.58
-0.07 (-0.22%)
Currency in USD / Last Updated: 7/9/2024
| Category | Small Cap Growth |
|---|---|
| Market Cap | 973.719M |
| 52 Week High | 34.19 |
| 52 Week Low | 23.26 |
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Key Data
| Symbol | WAMCX |
|---|---|
| Type | Mutual Fund |
| Category | Small Cap Growth |
| Price | 31.58 |
| Price Yesterday | 31.65 |
| Market Cap | 973.72 |
| YTD Return | -0.50% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 2000 |
| Redeption Fee | 0.02 |
| Prospectus | 0.0123 |
Overview
| 52 Week High | 34.19 |
|---|---|
| 52 Week Low | 23.26 |
| Market Cap | 973.72M |
| Shares Outstanding | 30.83M |
| Income Dividend Yield | 0.00% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 0.00% |
Returns Annualized
| One Day | -42.79% |
|---|---|
| Five Days | 33.43% |
| One Months | 11.89% |
| Three Months | -18.32% |
| Six Months | 4.87% |
| Nine Months | 30.67% |
| One Year | 6.95% |
| Three Years | -11.81% |
| Five Years | 7.34% |
| Ten Years | 11.57% |
| YTD | -0.98% |
| Since Inception | 10.72% |
Returns Total
| One Day | -0.22% |
|---|---|
| Five Days | 0.57% |
| One Month | 0.89% |
| Three Months | -4.85% |
| Six Months | 2.37% |
| Nine Months | 21.93% |
| One Year | 6.94% |
| Three Years | -31.27% |
| Five Years | 42.36% |
| Ten Years | 197.92% |
| YTD | -0.50% |
| Since Inception | 2440.63% |
Yearly Returns
| 2024 | -0.50% |
|---|---|
| 2023 | 19.19% |
| 2022 | -39.71% |
| 2021 | 5.58% |
| 2020 | 71.38% |
| 2019 | 38.06% |
| 2018 | 10.56% |
| 2017 | 31.57% |
| 2016 | 8.03% |
| 2015 | 2.85% |
Risk against SP-DA
| Alpha | -32.22% |
|---|---|
| Beta | 1.45 |
| Correlation | 74.47% |
| Downside Deviation | 6.14% |
| Coefficient of determination | 55.46% |
| Standard Deviation | 6.26% |
| Sharpe Ratio | -1 |
| Sortino | -3.55 |
| Treynor | 1.08 |
| Ulcer Index | 10.44 |
| Ulcer Performance Index | -2.08 |