Wasatch Ultra Growth Fund Manager Performance Evaluation
| WAMCX Fund | USD 30.47 0.03 0.1% |
The entity maintains a market beta of 1.05, which attests to a somewhat significant risk relative to the market. Wasatch Ultra returns are very sensitive to returns on the market. As the market goes up or down, Wasatch Ultra is expected to follow.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Wasatch Ultra Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of weak performance in the last few months, the Fund's fundamental indicators remain fairly strong which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long term up-swing for the fund investors.
...more| Expense Ratio Date | 31st of January 2023 |
Wasatch |
Wasatch Ultra Relative Risk vs. Return Landscape
If you would invest 3,541 in Wasatch Ultra Growth on December 24, 2024 and sell it today you would lose (494.00) from holding Wasatch Ultra Growth or give up 13.95% of portfolio value over 90 days. Wasatch Ultra Growth is currently producing negative expected returns and takes up 1.3391% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Wasatch, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Ultra Current Valuation
Overvalued
Today
Please note that Wasatch Ultra's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Wasatch Ultra Growth maintains a prevalent Real Value of $28.62 per share. The last-minute price of the fund is $30.47. We determine the value of Wasatch Ultra Growth from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will grow together.
Since Wasatch Ultra is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Wasatch Mutual Fund. However, Wasatch Ultra's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 30.47 | Real 28.62 | Hype 30.47 | Naive 31.23 |
The intrinsic value of Wasatch Ultra's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Wasatch Ultra's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Wasatch Ultra Growth helps investors to forecast how Wasatch mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Wasatch Ultra more accurately as focusing exclusively on Wasatch Ultra's fundamentals will not take into account other important factors: Wasatch Ultra Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch Ultra's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Wasatch Ultra Growth, and traders can use it to determine the average amount a Wasatch Ultra's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1801
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | WAMCX |
Estimated Market Risk
| 1.34 actual daily | 11 89% of assets are more volatile |
Expected Return
| -0.24 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.18 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Wasatch Ultra is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Wasatch Ultra by adding Wasatch Ultra to a well-diversified portfolio.
Wasatch Ultra Fundamentals Growth
Wasatch Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Wasatch Ultra, and Wasatch Ultra fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Wasatch Mutual Fund performance.
| Price To Earning | 1.32 X | ||||
| Price To Book | 2.94 X | ||||
| Price To Sales | 2.11 X | ||||
| Total Asset | 953.97 M | ||||
About Wasatch Ultra Performance
Evaluating Wasatch Ultra's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Wasatch Ultra has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Wasatch Ultra has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests primarily in smaller high growth companies. It will invest the funds 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 percent 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.Things to note about Wasatch Ultra Growth performance evaluation
Checking the ongoing alerts about Wasatch Ultra for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Wasatch Ultra Growth help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Wasatch Ultra Growth generated a negative expected return over the last 90 days | |
| The fund generated three year return of -6.0% | |
| Wasatch Ultra Growth keeps 98.57% of its net assets in stocks |
- Analyzing Wasatch Ultra's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Wasatch Ultra's stock is overvalued or undervalued compared to its peers.
- Examining Wasatch Ultra's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Wasatch Ultra's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Wasatch Ultra's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Wasatch Ultra's mutual fund. These opinions can provide insight into Wasatch Ultra's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Wasatch Mutual Fund
Wasatch Ultra financial ratios help investors to determine whether Wasatch Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Wasatch with respect to the benefits of owning Wasatch Ultra security.
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