WAIGX vs. KGGIX
Compare and contrast key facts about Wasatch International Growth Fund (WAIGX) and Kopernik Global All-Cap Fund (KGGIX).
WAIGX is managed by Wasatch. It was launched on Jun 27, 2002. KGGIX is managed by Kopernik. It was launched on Oct 31, 2013.
Performance
WAIGX vs. KGGIX - Performance Comparison
Loading graphics...
WAIGX vs. KGGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAIGX Wasatch International Growth Fund | -10.44% | 11.89% | -0.62% | 11.64% | -36.64% | 10.86% | 24.65% | 29.43% | -15.86% | 33.04% |
KGGIX Kopernik Global All-Cap Fund | 4.70% | 64.88% | -4.91% | 13.43% | -9.05% | 16.86% | 37.23% | 10.00% | -11.07% | 8.98% |
Returns By Period
In the year-to-date period, WAIGX achieves a -10.44% return, which is significantly lower than KGGIX's 4.70% return. Over the past 10 years, WAIGX has underperformed KGGIX with an annualized return of 2.96%, while KGGIX has yielded a comparatively higher 14.53% annualized return.
WAIGX
- 1D
- -0.68%
- 1M
- -10.98%
- YTD
- -10.44%
- 6M
- -13.51%
- 1Y
- 1.15%
- 3Y*
- 1.58%
- 5Y*
- -4.51%
- 10Y*
- 2.96%
KGGIX
- 1D
- -0.06%
- 1M
- -9.42%
- YTD
- 4.70%
- 6M
- 13.13%
- 1Y
- 50.78%
- 3Y*
- 21.52%
- 5Y*
- 12.90%
- 10Y*
- 14.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
WAIGX vs. KGGIX - Expense Ratio Comparison
WAIGX has a 1.44% expense ratio, which is higher than KGGIX's 1.01% expense ratio.
Return for Risk
WAIGX vs. KGGIX — Risk / Return Rank
WAIGX
KGGIX
WAIGX vs. KGGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch International Growth Fund (WAIGX) and Kopernik Global All-Cap Fund (KGGIX). 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.
| WAIGX | KGGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.00 | 3.28 | -3.27 |
Sortino ratioReturn per unit of downside risk | 0.11 | 3.90 | -3.79 |
Omega ratioGain probability vs. loss probability | 1.01 | 1.58 | -0.57 |
Calmar ratioReturn relative to maximum drawdown | -0.08 | 4.66 | -4.74 |
Martin ratioReturn relative to average drawdown | -0.22 | 17.03 | -17.25 |
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
| WAIGX | KGGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.00 | 3.28 | -3.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.24 | 0.86 | -1.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.16 | 0.97 | -0.80 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.61 | -0.19 |
Correlation
The correlation between WAIGX and KGGIX is 0.49, 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
WAIGX vs. KGGIX - Dividend Comparison
WAIGX's dividend yield for the trailing twelve months is around 60.05%, more than KGGIX's 15.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAIGX Wasatch International Growth Fund | 60.05% | 53.78% | 20.59% | 0.00% | 0.00% | 10.13% | 10.93% | 2.50% | 17.84% | 2.71% | 4.01% | 0.00% |
KGGIX Kopernik Global All-Cap Fund | 15.72% | 16.46% | 1.04% | 8.60% | 13.59% | 9.30% | 4.81% | 3.02% | 0.25% | 4.40% | 3.34% | 0.81% |
Drawdowns
WAIGX vs. KGGIX - Drawdown Comparison
The maximum WAIGX drawdown since its inception was -67.66%, which is greater than KGGIX's maximum drawdown of -45.11%. Use the drawdown chart below to compare losses from any high point for WAIGX and KGGIX.
Loading graphics...
Drawdown Indicators
| WAIGX | KGGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.66% | -45.11% | -22.55% |
Max Drawdown (1Y)Largest decline over 1 year | -17.68% | -10.65% | -7.03% |
Max Drawdown (5Y)Largest decline over 5 years | -48.06% | -26.43% | -21.63% |
Max Drawdown (10Y)Largest decline over 10 years | -48.06% | -31.59% | -16.47% |
Current DrawdownCurrent decline from peak | -34.17% | -9.42% | -24.75% |
Average DrawdownAverage peak-to-trough decline | -14.25% | -9.59% | -4.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.75% | 2.91% | +3.84% |
Volatility
WAIGX vs. KGGIX - Volatility Comparison
Wasatch International Growth Fund (WAIGX) has a higher volatility of 5.94% compared to Kopernik Global All-Cap Fund (KGGIX) at 5.62%. This indicates that WAIGX's price experiences larger fluctuations and is considered to be riskier than KGGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| WAIGX | KGGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.94% | 5.62% | +0.32% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 12.33% | -2.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.28% | 15.26% | +0.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.59% | 15.14% | +3.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.08% | 15.08% | +3.00% |