Wasatch Ultra Growth Fund Net Income
| WAMCX Fund | USD 33.26 0.28 0.85% |
As of the 19th of February, Wasatch Ultra maintains the Mean Deviation of 1.03, market risk adjusted performance of 0.0754, and Downside Deviation of 1.29. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of Wasatch Ultra Growth, as well as the relationship between them.
Wasatch Ultra's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Wasatch Ultra's valuation are provided below:Wasatch Ultra Growth does not presently have any fundamental gauges for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Wasatch |
Wasatch Ultra 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Wasatch Ultra's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Wasatch Ultra.
| 11/21/2025 |
| 02/19/2026 |
If you would invest 0.00 in Wasatch Ultra on November 21, 2025 and sell it all today you would earn a total of 0.00 from holding Wasatch Ultra Growth or generate 0.0% return on investment in Wasatch Ultra over 90 days. Wasatch Ultra is related to or competes with Johcm Emerging, Sentinel Small, Columbia Convertible, Vaughan Nelson, Vaughan Nelson, Natixis Us, and Calvert Emerging. The fund invests primarily in smaller high growth companies More
Wasatch Ultra Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Wasatch Ultra's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Wasatch Ultra Growth upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.29 | |||
| Information Ratio | 0.0314 | |||
| Maximum Drawdown | 5.72 | |||
| Value At Risk | (1.79) | |||
| Potential Upside | 2.54 |
Wasatch Ultra Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Wasatch Ultra's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Wasatch Ultra's standard deviation. In reality, there are many statistical measures that can use Wasatch Ultra historical prices to predict the future Wasatch Ultra's volatility.| Risk Adjusted Performance | 0.057 | |||
| Jensen Alpha | 0.0343 | |||
| Total Risk Alpha | 0.0171 | |||
| Sortino Ratio | 0.0322 | |||
| Treynor Ratio | 0.0654 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Wasatch Ultra's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Wasatch Ultra February 19, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.057 | |||
| Market Risk Adjusted Performance | 0.0754 | |||
| Mean Deviation | 1.03 | |||
| Semi Deviation | 1.14 | |||
| Downside Deviation | 1.29 | |||
| Coefficient Of Variation | 1493.86 | |||
| Standard Deviation | 1.31 | |||
| Variance | 1.73 | |||
| Information Ratio | 0.0314 | |||
| Jensen Alpha | 0.0343 | |||
| Total Risk Alpha | 0.0171 | |||
| Sortino Ratio | 0.0322 | |||
| Treynor Ratio | 0.0654 | |||
| Maximum Drawdown | 5.72 | |||
| Value At Risk | (1.79) | |||
| Potential Upside | 2.54 | |||
| Downside Variance | 1.65 | |||
| Semi Variance | 1.3 | |||
| Expected Short fall | (1.03) | |||
| Skewness | 0.4439 | |||
| Kurtosis | 0.0088 |
Wasatch Ultra Growth Backtested Returns
At this stage we consider Wasatch Mutual Fund to be very steady. Wasatch Ultra Growth shows Sharpe Ratio of 0.0718, which attests that the fund had a 0.0718 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Wasatch Ultra Growth, which you can use to evaluate the volatility of the fund. Please check out Wasatch Ultra's Mean Deviation of 1.03, downside deviation of 1.29, and Market Risk Adjusted Performance of 0.0754 to validate if the risk estimate we provide is consistent with the expected return of 0.0909%. The entity maintains a market beta of 1.19, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Wasatch Ultra will likely underperform.
Auto-correlation | 0.11 |
Insignificant predictability
Wasatch Ultra Growth has insignificant predictability. Overlapping area represents the amount of predictability between Wasatch Ultra time series from 21st of November 2025 to 5th of January 2026 and 5th of January 2026 to 19th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Wasatch Ultra Growth price movement. The serial correlation of 0.11 indicates that less than 11.0% of current Wasatch Ultra price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.11 | |
| Spearman Rank Test | -0.2 | |
| Residual Average | 0.0 | |
| Price Variance | 0.8 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Wasatch Ultra Growth reported net income of 0.0. This indicator is about the same for the Wasatch average (which is currently at 0.0) family and about the same as Small Growth (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Wasatch Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Wasatch Ultra's current stock value. Our valuation model uses many indicators to compare Wasatch Ultra value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Wasatch Ultra competition to find correlations between indicators driving Wasatch Ultra's intrinsic value. More Info.Wasatch Ultra Growth is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 2.23 of Price To Book per Price To Earning. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Wasatch Ultra's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Wasatch Ultra
The fund consists of 98.57% investments in stocks, with the rest of investments allocated between different money market instruments and various exotic instruments.Asset allocation divides Wasatch Ultra's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors for a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Wasatch Fundamentals
| Price To Earning | 1.32 X | ||||
| Price To Book | 2.94 X | ||||
| Price To Sales | 2.11 X | ||||
| Total Asset | 351.53 M | ||||
| Year To Date Return | 4.58 % | ||||
| One Year Return | (9.11) % | ||||
| Three Year Return | 3.03 % | ||||
| Five Year Return | (7.72) % | ||||
| Ten Year Return | 17.77 % | ||||
| Net Asset | 460.36 M | ||||
| Minimum Initial Investment | 2 K | ||||
| Cash Position Weight | 1.42 % | ||||
| Equity Positions Weight | 98.57 % |
About Wasatch Ultra Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Wasatch Ultra Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Wasatch Ultra using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Wasatch Ultra Growth based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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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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