WAESX vs. WAAEX
Compare and contrast key facts about Wasatch Emerging Markets Select Fund (WAESX) and Wasatch Small Cap Growth Fund (WAAEX).
WAESX is managed by Wasatch. It was launched on Dec 12, 2012. WAAEX is managed by Wasatch. It was launched on Dec 8, 1986.
Performance
WAESX vs. WAAEX - Performance Comparison
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WAESX vs. WAAEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAESX Wasatch Emerging Markets Select Fund | -6.48% | 10.56% | -0.12% | 17.52% | -37.38% | 21.34% | 48.36% | 28.05% | -11.50% | 37.66% |
WAAEX Wasatch Small Cap Growth Fund | -7.44% | -8.78% | 15.50% | 21.24% | -40.26% | 7.68% | 54.65% | 40.29% | 2.42% | 21.72% |
Returns By Period
In the year-to-date period, WAESX achieves a -6.48% return, which is significantly higher than WAAEX's -7.44% return. Over the past 10 years, WAESX has underperformed WAAEX with an annualized return of 7.10%, while WAAEX has yielded a comparatively higher 8.42% annualized return.
WAESX
- 1D
- 2.10%
- 1M
- -6.73%
- YTD
- -6.48%
- 6M
- -2.46%
- 1Y
- 6.30%
- 3Y*
- 3.59%
- 5Y*
- -2.06%
- 10Y*
- 7.10%
WAAEX
- 1D
- 3.47%
- 1M
- -7.21%
- YTD
- -7.44%
- 6M
- -9.11%
- 1Y
- -2.90%
- 3Y*
- 3.23%
- 5Y*
- -6.47%
- 10Y*
- 8.42%
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WAESX vs. WAAEX - Expense Ratio Comparison
WAESX has a 1.32% expense ratio, which is higher than WAAEX's 1.12% expense ratio.
Return for Risk
WAESX vs. WAAEX — Risk / Return Rank
WAESX
WAAEX
WAESX vs. WAAEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging Markets Select Fund (WAESX) and Wasatch Small Cap Growth Fund (WAAEX). 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.
| WAESX | WAAEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | -0.10 | +0.44 |
Sortino ratioReturn per unit of downside risk | 0.60 | 0.02 | +0.58 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.00 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.46 | -0.15 | +0.60 |
Martin ratioReturn relative to average drawdown | 1.52 | -0.43 | +1.96 |
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
| WAESX | WAAEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | -0.10 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.10 | -0.26 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.34 | +0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.48 | -0.26 |
Correlation
The correlation between WAESX and WAAEX is 0.58, 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
WAESX vs. WAAEX - Dividend Comparison
WAESX has not paid dividends to shareholders, while WAAEX's dividend yield for the trailing twelve months is around 2.13%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAESX Wasatch Emerging Markets Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
WAAEX Wasatch Small Cap Growth Fund | 2.13% | 1.97% | 0.00% | 0.00% | 0.00% | 21.65% | 6.25% | 14.78% | 38.79% | 11.70% | 8.83% | 18.47% |
Drawdowns
WAESX vs. WAAEX - Drawdown Comparison
The maximum WAESX drawdown since its inception was -45.85%, smaller than the maximum WAAEX drawdown of -56.48%. Use the drawdown chart below to compare losses from any high point for WAESX and WAAEX.
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Drawdown Indicators
| WAESX | WAAEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.85% | -56.48% | +10.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.18% | -16.76% | +5.58% |
Max Drawdown (5Y)Largest decline over 5 years | -45.85% | -50.51% | +4.66% |
Max Drawdown (10Y)Largest decline over 10 years | -45.85% | -50.51% | +4.66% |
Current DrawdownCurrent decline from peak | -28.74% | -37.37% | +8.63% |
Average DrawdownAverage peak-to-trough decline | -16.56% | -12.03% | -4.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.36% | 5.67% | -2.31% |
Volatility
WAESX vs. WAAEX - Volatility Comparison
Wasatch Emerging Markets Select Fund (WAESX) and Wasatch Small Cap Growth Fund (WAAEX) have volatilities of 7.82% and 7.55%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAESX | WAAEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.82% | 7.55% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 12.28% | 13.86% | -1.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.04% | 23.67% | -5.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.92% | 25.40% | -5.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.55% | 25.03% | -5.48% |