BESIX vs. WAESX
Compare and contrast key facts about William Blair Emerging Markets Small Cap Growth Fund (BESIX) and Wasatch Emerging Markets Select Fund (WAESX).
BESIX is managed by William Blair. It was launched on Oct 23, 2011. WAESX is managed by Wasatch. It was launched on Dec 12, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BESIX or WAESX.
Correlation
The correlation between BESIX and WAESX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BESIX vs. WAESX - Performance Comparison
Key characteristics
BESIX:
-0.26
WAESX:
0.71
BESIX:
-0.24
WAESX:
1.06
BESIX:
0.97
WAESX:
1.13
BESIX:
-0.12
WAESX:
0.29
BESIX:
-0.81
WAESX:
2.09
BESIX:
4.06%
WAESX:
4.97%
BESIX:
12.93%
WAESX:
14.68%
BESIX:
-39.37%
WAESX:
-46.09%
BESIX:
-26.31%
WAESX:
-26.94%
Returns By Period
In the year-to-date period, BESIX achieves a -9.20% return, which is significantly lower than WAESX's 6.49% return. Over the past 10 years, BESIX has underperformed WAESX with an annualized return of 2.22%, while WAESX has yielded a comparatively higher 5.45% annualized return.
BESIX
-9.20%
-5.26%
-8.57%
-3.87%
2.12%
2.22%
WAESX
6.49%
6.04%
0.17%
10.45%
5.82%
5.45%
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BESIX vs. WAESX - Expense Ratio Comparison
BESIX has a 1.30% expense ratio, which is lower than WAESX's 1.32% expense ratio.
Risk-Adjusted Performance
BESIX vs. WAESX — Risk-Adjusted Performance Rank
BESIX
WAESX
BESIX vs. WAESX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Emerging Markets Small Cap Growth Fund (BESIX) and Wasatch Emerging Markets Select Fund (WAESX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BESIX vs. WAESX - Dividend Comparison
Neither BESIX nor WAESX has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BESIX William Blair Emerging Markets Small Cap Growth Fund | 0.00% | 0.00% | 0.26% | 0.00% | 0.00% | 0.04% | 0.17% | 0.16% | 2.93% | 2.67% | 0.00% | 0.53% |
WAESX Wasatch Emerging Markets Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.34% |
Drawdowns
BESIX vs. WAESX - Drawdown Comparison
The maximum BESIX drawdown since its inception was -39.37%, smaller than the maximum WAESX drawdown of -46.09%. Use the drawdown chart below to compare losses from any high point for BESIX and WAESX. For additional features, visit the drawdowns tool.
Volatility
BESIX vs. WAESX - Volatility Comparison
The current volatility for William Blair Emerging Markets Small Cap Growth Fund (BESIX) is 3.76%, while Wasatch Emerging Markets Select Fund (WAESX) has a volatility of 4.19%. This indicates that BESIX experiences smaller price fluctuations and is considered to be less risky than WAESX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.