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Wasatch Ultra Growth (WAMCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.14+0.19 (+0.59%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.26%
5-year average return8.25%
Number of years up24
Number of years down7
Best 1-yr total return (23 May 2024)71.38%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return71.38%
Worst 3-yr total return-8.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWAMCXCategory
YTD-3.53%12.40%
1-month-9.11%3.37%
3-month-0.62%4.88%
1-year10.10%55.69%
3-year-13.03%19.34%
5-year6.68%20.72%
10-year11.83%13.98%
Last bull market41.02%27.85%
Last bear market-25.60%-24.06%

Annual total return (%) history

Year
WAMCXCategory
2024
N/AN/A
2023
19.19%N/A
2022
-39.71%N/A
2021
5.58%N/A
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
20246.14%N/AN/AN/A
20236.87%5.55%-11.65%19.59%
2022-16.69%-25.60%-3.98%1.29%
20214.69%6.02%-2.90%-2.04%
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)

YTD89
1-month97
3-month88
1-year64
3-year94
5-year43

Load adjusted returns

1-year10.10%
3-year-13.03%
5-year6.68%
10-year11.83%