WAGSX vs. WAINX
Compare and contrast key facts about Wasatch Global Select Fund (WAGSX) and Wasatch Emerging India Fund (WAINX).
WAGSX is managed by Wasatch. It was launched on Sep 30, 2019. WAINX is managed by Wasatch. It was launched on Apr 25, 2011.
Performance
WAGSX vs. WAINX - Performance Comparison
Loading graphics...
WAGSX vs. WAINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
WAGSX Wasatch Global Select Fund | -8.14% | 1.74% | 0.50% | 27.77% | -33.10% | 7.95% | 34.68% | 9.40% |
WAINX Wasatch Emerging India Fund | -18.99% | -5.33% | 9.23% | 20.90% | -21.77% | 37.56% | 17.63% | 7.01% |
Returns By Period
In the year-to-date period, WAGSX achieves a -8.14% return, which is significantly higher than WAINX's -18.99% return.
WAGSX
- 1D
- 3.20%
- 1M
- -6.62%
- YTD
- -8.14%
- 6M
- -9.69%
- 1Y
- -5.29%
- 3Y*
- 3.04%
- 5Y*
- -2.05%
- 10Y*
- —
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%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WAGSX vs. WAINX - Expense Ratio Comparison
WAGSX has a 1.35% expense ratio, which is lower than WAINX's 1.51% expense ratio.
Return for Risk
WAGSX vs. WAINX — Risk / Return Rank
WAGSX
WAINX
WAGSX vs. WAINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Global Select Fund (WAGSX) 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.
| WAGSX | WAINX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.29 | -1.31 | +1.02 |
Sortino ratioReturn per unit of downside risk | -0.31 | -1.82 | +1.51 |
Omega ratioGain probability vs. loss probability | 0.96 | 0.80 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.32 | -0.76 | +0.44 |
Martin ratioReturn relative to average drawdown | -0.87 | -1.98 | +1.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| WAGSX | WAINX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.29 | -1.31 | +1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.11 | 0.02 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.45 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.18 | 0.45 | -0.27 |
Correlation
The correlation between WAGSX and WAINX is 0.45, 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
WAGSX vs. WAINX - Dividend Comparison
WAGSX 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAGSX Wasatch Global Select Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 12.65% | 0.16% | 0.00% | 0.00% | 0.00% | 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
WAGSX vs. WAINX - Drawdown Comparison
The maximum WAGSX drawdown since its inception was -43.62%, which is greater than WAINX's maximum drawdown of -41.34%. Use the drawdown chart below to compare losses from any high point for WAGSX and WAINX.
Loading graphics...
Drawdown Indicators
| WAGSX | WAINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.62% | -41.34% | -2.28% |
Max Drawdown (1Y)Largest decline over 1 year | -17.76% | -28.83% | +11.07% |
Max Drawdown (5Y)Largest decline over 5 years | -43.62% | -31.01% | -12.61% |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.34% | — |
Current DrawdownCurrent decline from peak | -25.80% | -29.97% | +4.17% |
Average DrawdownAverage peak-to-trough decline | -17.70% | -9.16% | -8.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.55% | 10.98% | -4.43% |
Volatility
WAGSX vs. WAINX - Volatility Comparison
The current volatility for Wasatch Global Select Fund (WAGSX) is 6.59%, while Wasatch Emerging India Fund (WAINX) has a volatility of 6.97%. This indicates that WAGSX 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.
Loading graphics...
Volatility by Period
| WAGSX | WAINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.59% | 6.97% | -0.38% |
Volatility (6M)Calculated over the trailing 6-month period | 10.85% | 11.78% | -0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.59% | 16.85% | +0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.51% | 17.06% | +2.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.18% | 18.88% | +2.30% |