WAEMX vs. WAINX
Compare and contrast key facts about Wasatch Emerging Markets Small Cap Fund (WAEMX) and Wasatch Emerging India Fund (WAINX).
WAEMX is managed by Wasatch. It was launched on Sep 30, 2007. WAINX is managed by Wasatch. It was launched on Apr 25, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAEMX or WAINX.
Key characteristics
| WAEMX | WAINX | |
|---|---|---|
| YTD Return | 1.32% | 8.84% |
| 1Y Return | 16.73% | 12.83% |
| 3Y Return (Ann) | -12.55% | -3.07% |
| 5Y Return (Ann) | 1.47% | 9.08% |
| 10Y Return (Ann) | 1.33% | 8.91% |
| Sharpe Ratio | 1.18 | 0.88 |
| Sortino Ratio | 1.64 | 1.35 |
| Omega Ratio | 1.21 | 1.17 |
| Calmar Ratio | 0.38 | 0.61 |
| Martin Ratio | 5.58 | 4.76 |
| Ulcer Index | 2.92% | 2.66% |
| Daily Std Dev | 13.86% | 14.32% |
| Max Drawdown | -66.28% | -41.34% |
| Current Drawdown | -33.87% | -9.61% |
Correlation
The correlation between WAEMX and WAINX is 0.64, 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.
Performance
WAEMX vs. WAINX - Performance Comparison
In the year-to-date period, WAEMX achieves a 1.32% return, which is significantly lower than WAINX's 8.84% return. Over the past 10 years, WAEMX has underperformed WAINX with an annualized return of 1.33%, while WAINX has yielded a comparatively higher 8.91% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WAEMX vs. WAINX - Expense Ratio Comparison
WAEMX has a 1.91% expense ratio, which is higher than WAINX's 1.51% expense ratio.
Risk-Adjusted Performance
WAEMX vs. WAINX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging Markets Small Cap Fund (WAEMX) 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.
Dividends
WAEMX vs. WAINX - Dividend Comparison
Neither WAEMX nor WAINX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
WAEMX Wasatch Emerging Markets Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.15% |
WAINX Wasatch Emerging India Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% |
Drawdowns
WAEMX vs. WAINX - Drawdown Comparison
The maximum WAEMX drawdown since its inception was -66.28%, which is greater than WAINX's maximum drawdown of -41.34%. Use the drawdown chart below to compare losses from any high point for WAEMX and WAINX. For additional features, visit the drawdowns tool.
Volatility
WAEMX vs. WAINX - Volatility Comparison
The current volatility for Wasatch Emerging Markets Small Cap Fund (WAEMX) is 3.09%, while Wasatch Emerging India Fund (WAINX) has a volatility of 3.87%. This indicates that WAEMX experiences smaller price fluctuations and is considered to be less risky than WAINX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.