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Wasatch Ultra Growth Fund: (MF: WAMCX)
(NASDAQ Mutual Funds) As of Apr 25, 2025 08:00 PM ET
$28.52 USD
+0.07 (0.25%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -14.81 | 93 |
| 3 months | -14.81 | 93 |
| 6 months | -14.01 | 97 |
| 1 Year | -13.12 | 95 |
| 3 Year | -7.35 | 89 |
| 5 Year | 7.69 | 86 |
| 10 Year | 9.57 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 136.89 |
| Bear Market (10/07 - 2/09) | -62.55 |
| Bull Market (2/09 - 3/21) | 1,049.55 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | -13.12 |
| 5 Year | 7.69 |
| 10 Year | 9.57 |
| Since Inception | 10.18 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -14.81 | NA | NA | NA |
| 2024 | 6.14 | -6.32 | 7.85 | 0.94 |
| 2023 | 6.87 | 5.55 | -11.65 | 19.59 |
| 2022 | -16.68 | -25.59 | -3.98 | 1.29 |
| 2021 | 4.69 | 6.01 | -2.89 | -2.05 |
| 2020 | -17.23 | 51.33 | 11.09 | 23.15 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -14.81 | 8.25 | 19.18 | -39.71 | 5.57 | 71.37 | 38.07 | 10.52 | 31.55 | 8.04 | 2.85 |
| % Total Return Rel to Index | -10.54 | -16.76 | -7.05 | -21.50 | -23.11 | 52.96 | 6.58 | 14.91 | 9.75 | -3.89 | 1.46 |
| % Total Return Rel to Peer | -7.44 | -13.76 | -6.93 | -14.84 | -9.26 | 45.58 | 12.86 | 14.93 | 12.31 | 4.54 | 2.67 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 5.00 | 5.00 | 1.00 | 1.00 | 1.00 | 1.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.10 | 0.10 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.44 | 0.54 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 5.33 | 1.41 | 0.56 | 1.60 | 2.34 | 1.89 | 1.65 |
| Expense Ratio | 0.00 | 1.22 | 1.23 | 1.18 | 1.16 | 1.19 | 1.24 | 1.24 | 1.30 | 1.33 | 1.31 |
* 1 = Top 20%, 5 = Bottom 20%