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Wasatch Ultra Growth Fund: (MF: WAMCX)

(NASDAQ Mutual Funds) As of Aug 4, 2026 05:49 PM ET

$38.76 USD

+1.85 (5.01%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 16.11 14
3 months 26.66 13
6 months 16.11 14
1 Year 25.28 31
3 Year 8.87 88
5 Year -3.55 89
10 Year 13.34 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) 1,026.81

Load Adjusted Returns as of Jun 30, 2026

1 Year 25.27
5 Year -3.55
10 Year 13.33
Since Inception 10.63

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -8.32 26.66 NA NA
2025 -14.81 5.70 -1.00 8.97
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 16.11-2.858.2519.18-39.715.5771.3738.0710.5231.558.04
% Total Return Rel to Index -4.37-21.07-16.76-7.05-21.50-23.1152.966.5814.919.75-3.89
% Total Return Rel to Peer -2.00-14.84-13.76-6.93-14.84-9.2645.5812.8614.9312.314.54
% Perf Quintile vs Peer* 4.005.005.004.005.005.001.001.001.001.002.00
% Dividends 0.000.000.000.000.000.000.000.000.000.100.10
% Yield 0.000.000.000.000.000.000.000.000.000.440.54
Capital Gains ($) 0.000.000.000.000.005.331.410.561.602.341.89
Expense Ratio 1.261.201.221.231.181.161.191.241.241.301.33

* 1 = Top 20%, 5 = Bottom 20%