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Wasatch Ultra Growth Fund (WAMCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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53.50+1.55 (+2.98%)
At close: 8:01PM EST

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return14.47%
5-Year Average Return14.15%
Number of Years Up22
Number of Years Down6
Best 1 Yr Total Return (Feb 3, 2019)71.38%
Worst 1 Yr Total Return (Feb 3, 2019)-55.40%
Best 3-Yr Total Return71.38%
Worst 3-Yr Total Return-18.02%

Trailing Returns (%) Vs. Benchmarks

ReturnWAMCXCategory
YTD3.15%38.62%
1-Month3.15%9.03%
3-Month27.60%27.25%
1-Year71.01%38.62%
3-Year37.39%18.76%
5-Year34.56%17.75%
10-Year19.50%13.69%
Last Bull Market19.86%28.07%
Last Bear Market-19.62%-24.27%

Annual Total Return (%) History

Year
WAMCXCategory
2020
71.38%38.62%
2019
38.06%27.68%
2018
10.56%-5.76%
2017
31.56%21.50%
2016
8.03%11.20%
2015
2.85%-2.41%
2014
3.44%2.44%
2013
35.67%40.91%
2012
12.45%13.15%
2011
-5.37%-3.55%
2010
35.85%26.98%
2009
55.01%35.46%
2008
-55.40%-41.55%
2007
15.11%7.59%
2006
7.31%10.81%
2005
3.58%6.02%
2004
-0.82%12.41%
2003
44.52%45.54%
2002
-18.68%-27.88%
2001
18.26%-8.91%
2000
25.97%-3.85%
1999
17.46%64.77%
1998
24.81%5.23%
1997
-0.51%17.41%
1996
3.57%18.67%
1995
58.77%36.15%
1994
8.11%-0.52%
1993
-2.97%17.36%
1992
N/A10.95%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-17.24%51.34%11.09%23.17%
201918.90%5.12%-3.66%14.65%
20186.73%14.57%10.37%-18.08%
20177.68%9.00%6.55%5.20%
2016-7.68%6.63%12.37%-2.34%
20157.19%1.57%-12.96%8.55%
20143.58%0.08%-9.10%9.78%
20138.62%5.27%8.91%8.94%
201213.99%-3.89%2.65%-0.01%
20116.48%0.87%-17.51%6.81%
20107.30%-6.13%17.65%14.65%
2009-2.04%28.60%15.32%6.70%
2008-20.44%1.25%-19.11%-31.56%
20071.08%4.86%9.03%-0.39%
200610.85%-9.64%0.00%7.13%
2005-5.37%5.55%4.36%-0.64%
20040.39%-1.41%-13.67%16.07%
2003-8.74%29.29%9.52%11.84%
2002-1.32%-16.58%-17.07%19.13%
2001-19.85%36.42%-18.20%32.22%
20002.65%10.34%11.63%-0.38%
1999-8.75%7.54%3.20%15.99%
199810.77%0.00%-18.42%38.11%
1997-15.84%19.07%15.12%-13.76%
1996-0.05%-1.59%-0.22%5.53%
199514.86%18.10%17.86%-0.69%
1994-5.56%-3.24%11.76%5.86%
1993-5.85%-0.96%1.35%2.66%
199212.00%N/AN/AN/A

Rank In Category (By Total Return)

YTD43
1-Month43
3-Month55
1-Year8
3-Year3
5-Year3

Load Adjusted Returns

1-Year71.01%
3-Year37.39%
5-Year34.56%
10-Year19.50%