Wasatch Ultra Growth Fund Manager Performance Evaluation
| WAMCX Fund | USD 33.47 0.10 0.30% |
The entity maintains a market beta of 1.15, 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.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Wasatch Ultra Growth are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Wasatch Ultra may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 31st of January 2026 | |
| Expense Ratio | 1.2200 |
Wasatch |
Wasatch Ultra Relative Risk vs. Return Landscape
If you would invest 3,082 in Wasatch Ultra Growth on November 13, 2025 and sell it today you would earn a total of 265.00 from holding Wasatch Ultra Growth or generate 8.6% return on investment over 90 days. Wasatch Ultra Growth is currently producing 0.1458% returns and takes up 1.2977% volatility of returns over 90 trading days. Put another way, 11% of traded mutual funds are less volatile than Wasatch, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Wasatch Ultra Current Valuation
Fairly Valued
Today
Please note that Wasatch Ultra's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Wasatch Ultra Growth maintains a prevalent Real Value of $33.33 per share. The last-minute price of the fund is $33.47. 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 33.47 | Real 33.33 | Hype 33.48 |
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 Target Price Odds to finish over Current Price
The tendency of Wasatch Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 33.47 | 90 days | 33.47 | about 51.97 |
Based on a normal probability distribution, the odds of Wasatch Ultra to move above the current price in 90 days from now is about 51.97 (This Wasatch Ultra Growth probability density function shows the probability of Wasatch Mutual Fund to fall within a particular range of prices over 90 days) .
Wasatch Ultra Price Density |
| Price |
Predictive Modules for Wasatch Ultra
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Wasatch Ultra Growth. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.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 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Wasatch Ultra is not an exception. The market had few large corrections towards the Wasatch Ultra's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Wasatch Ultra Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Wasatch Ultra within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 1.15 | |
σ | Overall volatility | 1.42 | |
Ir | Information ratio | 0.02 |
Wasatch Ultra Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Wasatch Ultra for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Wasatch Ultra Growth can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Congress continues to fund Planned Parenthood-backed sex ed - Live Action | |
| The fund generated five year return of -7.0% | |
| Wasatch Ultra Growth keeps 98.57% of its net assets in stocks |
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 | 351.53 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.| Latest headline from news.google.com: Congress continues to fund Planned Parenthood-backed sex ed - Live Action | |
| The fund generated five year return of -7.0% | |
| 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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