WAIGX vs. INDEX
Compare and contrast key facts about Wasatch International Growth Fund (WAIGX) and Index Funds S&P 500 Equal Weight (INDEX).
WAIGX is managed by Wasatch. It was launched on Jun 27, 2002. INDEX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAIGX or INDEX.
Correlation
The correlation between WAIGX and INDEX is 0.62, 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
WAIGX vs. INDEX - Performance Comparison
Key characteristics
WAIGX:
-0.28
INDEX:
1.79
WAIGX:
-0.20
INDEX:
2.42
WAIGX:
0.96
INDEX:
1.33
WAIGX:
-0.12
INDEX:
2.72
WAIGX:
-0.63
INDEX:
10.85
WAIGX:
10.13%
INDEX:
2.10%
WAIGX:
22.44%
INDEX:
12.75%
WAIGX:
-71.21%
INDEX:
-38.82%
WAIGX:
-47.22%
INDEX:
-0.42%
Returns By Period
In the year-to-date period, WAIGX achieves a 6.15% return, which is significantly higher than INDEX's 4.15% return.
WAIGX
6.15%
3.87%
-13.97%
-6.33%
-6.63%
-2.33%
INDEX
4.15%
1.25%
9.68%
23.42%
11.94%
N/A
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WAIGX vs. INDEX - Expense Ratio Comparison
WAIGX has a 1.44% expense ratio, which is higher than INDEX's 0.25% expense ratio.
Risk-Adjusted Performance
WAIGX vs. INDEX — Risk-Adjusted Performance Rank
WAIGX
INDEX
WAIGX vs. INDEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch International Growth Fund (WAIGX) 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.
Dividends
WAIGX vs. INDEX - Dividend Comparison
WAIGX has not paid dividends to shareholders, while INDEX's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAIGX Wasatch International Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% |
INDEX Index Funds S&P 500 Equal Weight | 1.28% | 1.34% | 1.56% | 1.21% | 1.09% | 1.53% | 1.61% | 1.82% | 1.15% | 1.15% | 1.19% | 0.00% |
Drawdowns
WAIGX vs. INDEX - Drawdown Comparison
The maximum WAIGX drawdown since its inception was -71.21%, which is greater than INDEX's maximum drawdown of -38.82%. Use the drawdown chart below to compare losses from any high point for WAIGX and INDEX. For additional features, visit the drawdowns tool.
Volatility
WAIGX vs. INDEX - Volatility Comparison
Wasatch International Growth Fund (WAIGX) has a higher volatility of 3.97% compared to Index Funds S&P 500 Equal Weight (INDEX) at 2.99%. This indicates that WAIGX's price experiences larger fluctuations and is considered to be riskier than INDEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.