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Wasatch Ultra Growth Fund: (MF: WAMCX)
(NASDAQ Mutual Funds) As of Aug 7, 2024 08:00 PM ET
$31.01 USD
-0.28 (-0.90%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.56 | 86 |
| 3 months | -6.32 | 92 |
| 6 months | -0.56 | 86 |
| 1 Year | 5.06 | 88 |
| 3 Year | -12.08 | 93 |
| 5 Year | 7.39 | 78 |
| 10 Year | 11.14 | 55 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 136.89 |
| Bear Market (10/07 - 2/09) | -62.55 |
| Bull Market (2/09 - 3/21) | 896.70 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 5.06 |
| 5 Year | 7.38 |
| 10 Year | 11.14 |
| Since Inception | 10.63 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.14 | -6.32 | NA | NA |
| 2023 | 6.87 | 5.55 | -11.65 | 19.59 |
| 2022 | -16.68 | -25.59 | -3.98 | 1.29 |
| 2021 | 4.69 | 6.01 | -2.89 | -2.05 |
| 2020 | -17.23 | 51.33 | 11.09 | 23.15 |
| 2019 | 18.89 | 5.12 | -3.65 | 14.66 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.56 | 19.18 | -39.71 | 5.57 | 71.37 | 38.07 | 10.52 | 31.55 | 8.04 | 2.85 | 3.42 |
| % Total Return Rel to Index | -15.87 | -7.05 | -21.50 | -23.11 | 52.96 | 6.58 | 14.91 | 9.75 | -3.89 | 1.46 | -10.21 |
| % Total Return Rel to Peer | -13.53 | -6.93 | -14.84 | -9.26 | 45.58 | 12.86 | 14.93 | 12.31 | 4.54 | 2.67 | -2.23 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 2.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.10 | 0.00 | 0.01 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.44 | 0.54 | 0.00 | 0.04 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 5.33 | 1.41 | 0.56 | 1.60 | 2.34 | 1.89 | 1.65 | 6.88 |
| Expense Ratio | 1.25 | 1.23 | 1.18 | 1.16 | 1.19 | 1.24 | 1.24 | 1.30 | 1.33 | 1.31 | 1.26 |
* 1 = Top 20%, 5 = Bottom 20%