FERIX vs. WAINX
Compare and contrast key facts about Fidelity Advisor Emerging Asia Fund Class I (FERIX) and Wasatch Emerging India Fund (WAINX).
FERIX is managed by Fidelity. It was launched on Jun 15, 1999. WAINX is managed by Wasatch. It was launched on Apr 25, 2011.
Performance
FERIX vs. WAINX - Performance Comparison
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FERIX vs. WAINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FERIX Fidelity Advisor Emerging Asia Fund Class I | 3.70% | 37.04% | 20.95% | 13.84% | -30.60% | -14.83% | 72.97% | 31.02% | -14.87% | 45.94% |
WAINX Wasatch Emerging India Fund | -18.99% | -5.33% | 9.23% | 20.90% | -21.77% | 37.56% | 17.63% | 13.78% | -5.45% | 53.39% |
Returns By Period
In the year-to-date period, FERIX achieves a 3.70% return, which is significantly higher than WAINX's -18.99% return. Over the past 10 years, FERIX has outperformed WAINX with an annualized return of 12.96%, while WAINX has yielded a comparatively lower 8.45% annualized return.
FERIX
- 1D
- 2.75%
- 1M
- -9.32%
- YTD
- 3.70%
- 6M
- 4.13%
- 1Y
- 36.73%
- 3Y*
- 21.92%
- 5Y*
- 2.48%
- 10Y*
- 12.96%
WAINX
- 1D
- 1.51%
- 1M
- -12.01%
- YTD
- -18.99%
- 6M
- -18.89%
- 1Y
- -20.81%
- 3Y*
- 2.17%
- 5Y*
- 0.40%
- 10Y*
- 8.45%
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FERIX vs. WAINX - Expense Ratio Comparison
FERIX has a 0.94% expense ratio, which is lower than WAINX's 1.51% expense ratio.
Return for Risk
FERIX vs. WAINX — Risk / Return Rank
FERIX
WAINX
FERIX vs. WAINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Emerging Asia Fund Class I (FERIX) and Wasatch Emerging India Fund (WAINX). 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.
| FERIX | WAINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.87 | -1.31 | +3.18 |
Sortino ratioReturn per unit of downside risk | 2.43 | -1.82 | +4.26 |
Omega ratioGain probability vs. loss probability | 1.36 | 0.80 | +0.56 |
Calmar ratioReturn relative to maximum drawdown | 2.73 | -0.76 | +3.48 |
Martin ratioReturn relative to average drawdown | 9.72 | -1.98 | +11.70 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FERIX | WAINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.87 | -1.31 | +3.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.02 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.45 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.45 | -0.09 |
Correlation
The correlation between FERIX and WAINX is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FERIX vs. WAINX - Dividend Comparison
FERIX has not paid dividends to shareholders, while WAINX's dividend yield for the trailing twelve months is around 36.01%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FERIX Fidelity Advisor Emerging Asia Fund Class I | 0.00% | 0.00% | 0.00% | 0.00% | 0.01% | 12.49% | 6.58% | 5.30% | 6.70% | 0.03% | 1.29% | 0.82% |
WAINX Wasatch Emerging India Fund | 36.01% | 29.17% | 20.19% | 4.23% | 1.15% | 4.29% | 0.00% | 0.32% | 6.95% | 2.91% | 1.06% | 1.40% |
Drawdowns
FERIX vs. WAINX - Drawdown Comparison
The maximum FERIX drawdown since its inception was -60.82%, which is greater than WAINX's maximum drawdown of -41.34%. Use the drawdown chart below to compare losses from any high point for FERIX and WAINX.
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Drawdown Indicators
| FERIX | WAINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.82% | -41.34% | -19.48% |
Max Drawdown (1Y)Largest decline over 1 year | -13.53% | -28.83% | +15.30% |
Max Drawdown (5Y)Largest decline over 5 years | -53.29% | -31.01% | -22.28% |
Max Drawdown (10Y)Largest decline over 10 years | -57.71% | -41.34% | -16.37% |
Current DrawdownCurrent decline from peak | -11.15% | -29.97% | +18.82% |
Average DrawdownAverage peak-to-trough decline | -18.22% | -9.16% | -9.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.79% | 10.98% | -7.19% |
Volatility
FERIX vs. WAINX - Volatility Comparison
Fidelity Advisor Emerging Asia Fund Class I (FERIX) has a higher volatility of 10.17% compared to Wasatch Emerging India Fund (WAINX) at 6.97%. This indicates that FERIX's price experiences larger fluctuations and is considered to be riskier than WAINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FERIX | WAINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.17% | 6.97% | +3.20% |
Volatility (6M)Calculated over the trailing 6-month period | 14.84% | 11.78% | +3.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.42% | 16.85% | +3.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.58% | 17.06% | +5.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.72% | 18.88% | +1.84% |