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Wasatch Emerging India Fund (WAINX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US9367938274

CUSIP

936793827

Issuer

Wasatch

Inception Date

Apr 25, 2011

Min. Investment

$2,000

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

WAINX has a high expense ratio of 1.51%, indicating above-average management fees.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Wasatch Emerging India Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%250.00%300.00%350.00%December2025FebruaryMarchAprilMay
181.28%
316.32%
WAINX (Wasatch Emerging India Fund)
Benchmark (^GSPC)

Returns By Period

Wasatch Emerging India Fund (WAINX) returned -2.11% year-to-date (YTD) and -9.72% over the past 12 months. Over the past 10 years, WAINX returned 6.43% annually, underperforming the S&P 500 benchmark at 10.43%.


WAINX

YTD

-2.11%

1M

4.11%

6M

-19.86%

1Y

-9.72%

5Y*

10.74%

10Y*

6.43%

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

Monthly Returns

The table below presents the monthly returns of WAINX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-2.99%-4.89%6.48%1.79%-2.11%-2.11%
2024-2.41%0.33%0.49%1.47%0.81%8.15%1.33%2.62%4.69%-5.56%-0.57%-17.77%-8.52%
2023-3.35%-0.00%-1.73%4.31%5.08%5.37%-1.19%0.17%1.20%-1.69%6.03%1.14%15.83%
2022-3.75%-5.09%1.42%-5.13%-8.36%-7.69%12.21%2.25%-4.22%-0.35%2.65%-7.41%-22.62%
2021-3.42%4.72%4.32%-0.36%5.05%1.89%5.06%10.27%1.16%1.73%-0.57%-1.28%31.69%
20204.24%-3.43%-28.60%10.87%-4.48%7.92%7.88%4.53%1.69%1.66%12.12%9.56%17.63%
2019-2.53%1.04%6.94%-0.24%2.17%-0.47%-3.79%-2.22%7.05%4.24%-0.23%1.36%13.42%
2018-2.46%-2.75%0.47%2.82%-0.68%-1.84%4.92%1.12%-12.80%-5.06%10.13%-4.36%-11.63%
20178.67%4.60%7.92%7.07%-0.25%2.29%4.23%0.24%-2.86%2.21%5.28%1.82%49.00%
2016-6.93%-9.93%12.20%2.46%0.68%2.72%8.94%1.82%1.19%2.36%-9.51%-4.46%-0.99%
20155.42%1.29%-0.95%-4.49%2.68%0.33%3.91%-5.64%1.99%-1.30%-1.65%1.68%2.71%
2014-3.45%3.57%7.39%-0.46%7.83%6.41%1.60%5.93%1.87%2.56%4.65%0.75%45.42%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of WAINX is 5, meaning it’s performing worse than 95% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of WAINX is 55
Overall Rank
The Sharpe Ratio Rank of WAINX is 66
Sharpe Ratio Rank
The Sortino Ratio Rank of WAINX is 55
Sortino Ratio Rank
The Omega Ratio Rank of WAINX is 44
Omega Ratio Rank
The Calmar Ratio Rank of WAINX is 33
Calmar Ratio Rank
The Martin Ratio Rank of WAINX is 88
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Wasatch Emerging India Fund Sharpe ratios as of May 9, 2025 (values are recalculated daily):

  • 1-Year: -0.40
  • 5-Year: 0.54
  • 10-Year: 0.32
  • All Time: 0.40

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Wasatch Emerging India Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
-0.40
0.48
WAINX (Wasatch Emerging India Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Wasatch Emerging India Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.01%0.02%0.03%0.04%0.05%0.06%0.07%$0.00$0.00$0.00$0.00$0.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.07%

Monthly Dividends

The table displays the monthly dividend distributions for Wasatch Emerging India Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2014$0.00$0.00

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-25.63%
-7.82%
WAINX (Wasatch Emerging India Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Wasatch Emerging India Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Wasatch Emerging India Fund was 41.34%, occurring on Mar 23, 2020. Recovery took 171 trading sessions.

The current Wasatch Emerging India Fund drawdown is 25.63%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-41.34%Feb 13, 202027Mar 23, 2020171Nov 23, 2020198
-33.38%Nov 18, 2021340Mar 28, 2023
-28.79%Jul 8, 2011538Aug 28, 2013145Mar 27, 2014683
-22.8%Aug 11, 2015138Feb 26, 2016107Jul 29, 2016245
-21.79%Aug 28, 201840Oct 23, 2018307Jan 14, 2020347

Volatility

Volatility Chart

The current Wasatch Emerging India Fund volatility is 6.97%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
6.97%
11.21%
WAINX (Wasatch Emerging India Fund)
Benchmark (^GSPC)