Wasatch Ultra Growth (WAMCX)

28.67 +0.11 (+0.39%) USD  |  May 20 2022

WAMCX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Wasatch Ultra Growth
12.45%
35.67%
3.44%
2.85%
8.03%
31.56%
10.56%
38.06%
71.38%
5.58%
-35.09%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.67%
Wasatch Core Growth
19.19%
30.18%
6.10%
3.92%
10.54%
24.29%
-3.58%
33.26%
36.56%
21.03%
-29.01%
Wasatch Micro Cap
11.85%
44.70%
0.17%
-1.12%
7.79%
36.06%
2.57%
42.23%
64.71%
5.26%
-34.26%
JNL Multi-Manager Small Cap Growth A
13.83%
30.47%
2.80%
-4.68%
5.75%
27.24%
-2.05%
35.89%
46.43%
2.92%
-31.20%
Fidelity® Small Cap Growth
13.04%
44.53%
3.86%
5.79%
10.97%
29.01%
-4.58%
36.31%
36.41%
10.55%
-27.01%
As of May 20, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Wasatch Ultra Growth
-18.50%
-20.80%
-39.03%
-33.66%
9.87%
16.15%
14.83%
9.78%
9.16%
11.08%
S&P 500 Total Return
-12.38%
-9.95%
-16.34%
-4.86%
13.04%
12.37%
13.88%
8.67%
8.71%
9.95%
Wasatch Core Growth
-14.84%
-15.63%
-31.50%
-21.65%
9.57%
12.05%
13.11%
8.94%
8.59%
12.03%
Wasatch Micro Cap
-14.29%
-18.90%
-38.19%
-36.66%
9.53%
15.57%
14.00%
8.34%
9.84%
15.41%
JNL Multi-Manager Small Cap Growth A
-15.75%
-17.02%
-35.45%
-29.82%
4.63%
9.87%
10.31%
7.64%
8.52%
8.97%
Fidelity® Small Cap Growth
-16.01%
-13.63%
-31.58%
-21.23%
7.72%
11.11%
13.56%
9.05%
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10.89%
As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of April 30, 2022