WAGTX vs. INDEX

In the year-to-date period, WAGTX achieves a -11.92% return, which is significantly lower than INDEX's 0.94% return. Over the past 10 years, WAGTX has underperformed INDEX with an annualized return of 2.47%, while INDEX has yielded a comparatively higher 9.71% annualized return.

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WAGTX has a 1.75% expense ratio, which is higher than INDEX's 0.25% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Seven Canyons World Innovators Fund (WAGTX) and Index Funds S&P 500 Equal Weight (INDEX). 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.

The current WAGTX Sharpe Ratio is -0.56, which is lower than the INDEX Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of WAGTX and INDEX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WAGTX has not paid dividends to shareholders, while INDEX's dividend yield for the trailing twelve months is around 1.95%.

The maximum WAGTX drawdown since its inception was -63.08%, which is greater than INDEX's maximum drawdown of -38.82%. Use the drawdown chart below to compare losses from any high point for WAGTX and INDEX.

The current volatility for Seven Canyons World Innovators Fund (WAGTX) is 0.00%, while Index Funds S&P 500 Equal Weight (INDEX) has a volatility of 4.81%. This indicates that WAGTX experiences smaller price fluctuations and is considered to be less risky than INDEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.