Wasatch Micro Cap Fund Manager Performance Evaluation
| WMICX Fund | USD 8.76 -0.05 -0.57% |
The fund owns a Beta (Systematic Risk) of 1.1, which conveys a somewhat significant risk relative to the market. WASATCH MICRO returns are very sensitive to returns on the market. As the market goes up or down, WASATCH MICRO is expected to follow.
Risk-Adjusted Performance
Weak
Weak | Strong |
Over the last 90 days, Wasatch Micro Cap generated negative risk-adjusted returns and added little value for fund investors. The result matters because weak risk-adjusted return can persist even when isolated price moves briefly look constructive. Despite somewhat strong fundamental indicators, WASATCH MICRO is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 31st of January 2026 | |
| Expense Ratio | 1.6400 |
WASATCH |
WASATCH MICRO Relative Risk vs. Return Landscape
If you had invested $ 896.00 in Wasatch Micro Cap on December 11, 2025 and sold it today you would have lost $-20.00 from holding Wasatch Micro Cap or given up 2.23% of portfolio value over 90 days. Wasatch Micro Cap is currently producing negative expected returns and carries 1.136% volatility of returns over 90 trading days. Put another way, 10% 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 |
Historical Prices of Wasatch Micro Cap
Below is the normalized historical share price chart for Wasatch Micro Cap extending back to October 17, 1995. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of WASATCH MICRO stands at 8.76, as last reported on the 11th of March 2026, with the highest price reaching 8.76 and the lowest price hitting 8.76 during the day.Macro event markers
Target Price Odds to finish over Current Price
A fundamental principle of fund forecasting is that prices tend to revert toward historical averages. For WASATCH Mutual Fund, this mean-reverting tendency has been a useful tool for valuation. Still, some funds exhibit persistent mispricings that are only corrected when buying and selling pressure realign.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 8.76 | 90 days | 8.76 | about 89.44 |
According to our probability model, the chance of WASATCH MICRO moving above the current price in 90 days from now is about 89.44 (This probability chart for Wasatch Micro Cap depicts the range of likely prices for WASATCH Mutual Fund over a 90-day horizon).
WASATCH MICRO Price Density |
| Price |
Predictive Modules for WASATCH MICRO
Predicting the direction of Wasatch Micro Cap and the broader fund market involves a range of quantitative and qualitative techniques. Although accurate forecasting remains elusive, the process of modeling future scenarios is a valuable part of investment decision-making. Comparing results from different methods helps investors gauge the confidence level of their predictions.The concept of mean reversion suggests that WASATCH MICRO's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
WASATCH MICRO Risk Indicators
Market volatility over the last 10-20 years has created both risk and opportunity for mutual fund investors. WASATCH MICRO has seen its share of dramatic price swings during this period. Implementing a hedging strategy and tracking WASATCH MICRO's volatility and elasticity can help investors in Wasatch Micro Cap limit the impact of adverse market moves.α | Alpha over Dow Jones | 0.02 | |
β | Beta against Dow Jones | 1.10 | |
σ | Overall volatility | 0.24 | |
Ir | Information ratio | 0.02 |
WASATCH MICRO Alerts and Suggestions
Real-time alerts for WASATCH MICRO allow investors to track important fund developments as they happen. Reviewing ongoing notifications for Wasatch Micro Cap helps identify opportunities and risks before they are fully priced into the market.| Wasatch Micro Cap generated a negative expected return over the last 90 days | |
| The fund generated five year return of -3.0% | |
| Wasatch Micro Cap keeps all of its net assets in stocks |
WASATCH MICRO Fundamentals Growth
WASATCH Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of WASATCH MICRO, and WASATCH MICRO 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 | 0.96 X | |||
| Price To Book | 2.93 X | |||
| Price To Sales | 1.85 X | |||
| Total Asset | 547 M | |||
About WASATCH MICRO Performance Analysis
WASATCH MICRO performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative performance helps interpret behavior versus benchmarks or category peers.
Unless otherwise specified, financial data for Wasatch Micro Cap is derived from periodic company reporting (annual and quarterly where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on asset type. Updates may occur throughout the day.