TWN vs. WAINX
Compare and contrast key facts about The Taiwan Fund Inc. (TWN) and Wasatch Emerging India Fund (WAINX).
TWN is managed by Nomura Asset Management. WAINX is managed by Wasatch. It was launched on Apr 25, 2011.
Performance
TWN vs. WAINX - Performance Comparison
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TWN vs. WAINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TWN The Taiwan Fund Inc. | 22.18% | 54.11% | 32.76% | 51.73% | -38.54% | 58.14% | 40.71% | 47.00% | -19.15% | 33.80% |
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, TWN achieves a 22.18% return, which is significantly higher than WAINX's -18.99% return. Over the past 10 years, TWN has outperformed WAINX with an annualized return of 24.03%, while WAINX has yielded a comparatively lower 8.45% annualized return.
TWN
- 1D
- -0.79%
- 1M
- -0.81%
- YTD
- 22.18%
- 6M
- 32.85%
- 1Y
- 119.08%
- 3Y*
- 48.10%
- 5Y*
- 27.10%
- 10Y*
- 24.03%
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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TWN vs. WAINX - Expense Ratio Comparison
Return for Risk
TWN vs. WAINX — Risk / Return Rank
TWN
WAINX
TWN vs. WAINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Taiwan Fund Inc. (TWN) 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.
| TWN | WAINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 4.58 | -1.31 | +5.89 |
Sortino ratioReturn per unit of downside risk | 4.92 | -1.82 | +6.74 |
Omega ratioGain probability vs. loss probability | 1.71 | 0.80 | +0.91 |
Calmar ratioReturn relative to maximum drawdown | 7.12 | -0.76 | +7.87 |
Martin ratioReturn relative to average drawdown | 33.43 | -1.98 | +35.41 |
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
| TWN | WAINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 4.58 | -1.31 | +5.89 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.17 | 0.02 | +1.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.10 | 0.45 | +0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.45 | -0.25 |
Correlation
The correlation between TWN and WAINX is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
TWN vs. WAINX - Dividend Comparison
TWN's dividend yield for the trailing twelve months is around 9.51%, less than WAINX's 36.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TWN The Taiwan Fund Inc. | 9.51% | 11.62% | 19.14% | 1.26% | 0.00% | 7.78% | 12.91% | 8.26% | 11.27% | 3.16% | 0.00% | 0.00% |
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
TWN vs. WAINX - Drawdown Comparison
The maximum TWN drawdown since its inception was -79.52%, which is greater than WAINX's maximum drawdown of -41.34%. Use the drawdown chart below to compare losses from any high point for TWN and WAINX.
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Drawdown Indicators
| TWN | WAINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.52% | -41.34% | -38.18% |
Max Drawdown (1Y)Largest decline over 1 year | -16.51% | -28.83% | +12.32% |
Max Drawdown (5Y)Largest decline over 5 years | -51.72% | -31.01% | -20.71% |
Max Drawdown (10Y)Largest decline over 10 years | -51.72% | -41.34% | -10.38% |
Current DrawdownCurrent decline from peak | -1.23% | -29.97% | +28.74% |
Average DrawdownAverage peak-to-trough decline | -37.57% | -9.16% | -28.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.56% | 10.98% | -7.42% |
Volatility
TWN vs. WAINX - Volatility Comparison
The Taiwan Fund Inc. (TWN) has a higher volatility of 10.26% compared to Wasatch Emerging India Fund (WAINX) at 6.97%. This indicates that TWN'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
| TWN | WAINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.26% | 6.97% | +3.29% |
Volatility (6M)Calculated over the trailing 6-month period | 17.86% | 11.78% | +6.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.15% | 16.85% | +9.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.27% | 17.06% | +6.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.93% | 18.88% | +3.05% |