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Nasdaq - Delayed Quote USD
Wasatch Ultra Growth Institutional (WGMCX)
29.35
-0.09
(-0.31%)
At close: 8:02:21 PM EDT
Fund Summary
The fund invests primarily in smaller high growth companies. It will invest the fund's assets in the equity securities, typically common stock, of smaller companies that the managers believe have the potential for rapid growth in earnings per share. The fund may invest up to 30% of its total assets at the time of purchase in securities issued by foreign companies. It may invest a large percentage of its assets in a few sectors. These sectors were information technology, health care, consumer discretionary, financials, and industrials.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.41% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -14.77% |
| 5y Average Return | 7.85% |
| Rank in Category (ytd) | 43 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.31 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| WGMCX | Category Average | WGMCX | Category Average | WGMCX | Category Average | |
| Alpha | -16.51 | -0.02 | -10.95 | 0.01 | -2.55 | -0.02 |
| BETA | 1.31 | 0.01 | 1.29 | 0.01 | 1.22 | 0.01 |
| Mean Annual Return | -0.04 | 0.02 | 0.88 | 0.02 | 1.12 | 0.01 |
| R-squared | 70.74 | 0.78 | 67.54 | 0.73 | 63.8 | 0.73 |
| Standard Deviation | 26.31 | 0.26 | 27.88 | 0.21 | 23.23 | 0.19 |
| Sharpe Ratio | -0.19 | 0.01 | 0.28 | 0.01 | 0.49 | 0.01 |
| Treynor Ratio | -6.31 | 0.15 | 3.28 | 0.17 | 7.65 | 0.11 |
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