WAMCX
Wasatch Ultra Growth
$30.64
-0.30 (-0.97%)
Currency in USD / Last Updated: 4/17/2024
Category | Small Cap Growth |
---|---|
Market Cap | 1037.118M |
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 | 30.64 |
Price Yesterday | 30.94 |
Market Cap | 1,037.12 |
YTD Return | -3.47% |
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 | 1,037.12M |
Shares Outstanding | 33.85M |
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 | -91.44% |
---|---|
Five Days | -93.13% |
One Months | -52.24% |
Three Months | 5.54% |
Six Months | 43.04% |
Nine Months | -2.21% |
One Year | 7.63% |
Three Years | -12.35% |
Five Years | 7.47% |
Ten Years | 11.49% |
YTD | -11.33% |
Since Inception | 10.69% |
Returns Total
One Day | -0.97% |
---|---|
Five Days | -5.17% |
One Month | -6.24% |
Three Months | 1.36% |
Six Months | 19.41% |
Nine Months | -1.67% |
One Year | 7.62% |
Three Years | -32.60% |
Five Years | 43.23% |
Ten Years | 195.98% |
YTD | -3.47% |
Since Inception | 2,365.00% |
Yearly Returns
2024 | -3.47% |
---|---|
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 | -26.04% |
---|---|
Beta | 1.61 |
Correlation | 84.83% |
Downside Deviation | 6.11% |
Coefficient of determination | 71.96% |
Standard Deviation | 6.47% |
Sharpe Ratio | -0.68 |
Sortino | -2.5 |
Treynor | 1.39 |
Ulcer Index | 9.79 |
Ulcer Performance Index | -1.56 |