WAIGX vs. WAINX
WAIGX (Wasatch International Growth Fund) and WAINX (Wasatch Emerging India Fund) are both mutual funds - WAIGX is a Foreign Small & Mid Cap Equities fund managed by Wasatch, while WAINX is a India Equities fund managed by Wasatch. Over the past 10 years, WAIGX returned 4.03%/yr vs 9.28%/yr for WAINX. Their 0.48 correlation means their historical movements had little consistent relationship. WAIGX charges 1.44%/yr vs 1.51%/yr for WAINX.
Performance
WAIGX vs. WAINX - Performance Comparison
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Returns By Period
In the year-to-date period, WAIGX achieves a 6.24% return, which is significantly higher than WAINX's 1.20% return. Over the past 10 years, WAIGX has underperformed WAINX with an annualized return of 4.03%, while WAINX has yielded a comparatively higher 9.28% annualized return.
WAIGX
- 1D
- -0.13%
- 1M
- -2.00%
- 6M
- 6.82%
- YTD
- 6.24%
- 1Y
- 0.60%
- 3Y*
- 7.59%
- 5Y*
- -2.90%
- 10Y*
- 4.03%
- ALL TIME*
- 8.27%
WAINX
- 1D
- 0.72%
- 1M
- 0.96%
- 6M
- 10.21%
- YTD
- 1.20%
- 1Y
- -1.96%
- 3Y*
- 5.23%
- 5Y*
- 2.86%
- 10Y*
- 9.28%
- ALL TIME*
- 9.62%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
WAIGX vs. WAINX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAIGX Wasatch International Growth Fund | 6.24% | 11.89% | -0.62% | 11.64% | -36.64% | 10.86% | 24.65% | 29.43% | -15.86% | 33.04% |
WAINX Wasatch Emerging India Fund | 1.20% | -5.33% | 9.23% | 20.90% | -21.77% | 37.56% | 17.63% | 13.78% | -5.45% | 53.39% |
Correlation
The correlation between WAIGX and WAINX is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.42 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.50 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.47 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2011 | 0.48 |
The correlation between WAIGX and WAINX shifts across timeframes, from 0.38 (1 year) to 0.50 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
WAIGX vs. WAINX — Risk / Return Rank
WAIGX
WAINX
WAIGX vs. WAINX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch International Growth Fund (WAIGX) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WAIGX | WAINX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.23 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.00 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | -0.08 | +0.13 |
| Martin ratioReturn relative to average drawdown | 0.13 | -0.18 | +0.31 |
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Drawdowns
WAIGX vs. WAINX - Drawdown Comparison
The maximum WAIGX drawdown since its inception was -67.66%, which is greater than WAINX's maximum drawdown of -41.34%. Use the drawdown chart below to compare losses from any high point for WAIGX and WAINX.
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Drawdown Indicators
| WAIGX | WAINX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -67.66% | -41.34% | -26.32% |
Max Drawdown (1Y)Largest decline over 1 year | -16.64% | -25.11% | +8.47% |
Max Drawdown (3Y)Largest decline over 3 years | -17.68% | -31.01% | +13.33% |
Max Drawdown (5Y)Largest decline over 5 years | -48.06% | -31.01% | -17.05% |
Max Drawdown (10Y)Largest decline over 10 years | -48.06% | -41.34% | -6.72% |
Current DrawdownCurrent decline from peak | -21.91% | -12.51% | -9.40% |
Average DrawdownAverage peak-to-trough decline | -14.36% | -9.37% | -4.99% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.38% | 10.67% | -4.29% |
Volatility
WAIGX vs. WAINX - Volatility Comparison
The current volatility for Wasatch International Growth Fund (WAIGX) is 5.44%, while Wasatch Emerging India Fund (WAINX) has a volatility of 5.75%. This indicates that WAIGX 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.
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Volatility by Period
| WAIGX | WAINX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.44% | 5.75% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 13.57% | 14.43% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.67% | 17.33% | -1.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.00% | 17.43% | +1.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.11% | 19.09% | -0.98% |
WAIGX vs. WAINX - Expense Ratio Comparison
WAIGX has a 1.44% expense ratio, which is lower than WAINX's 1.51% expense ratio.
Dividends
WAIGX vs. WAINX - Dividend Comparison
WAIGX's dividend yield for the trailing twelve months is around 50.62%, more than WAINX's 28.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAIGX Wasatch International Growth Fund | 50.62% | 53.78% | 20.59% | 0.00% | 0.00% | 10.13% | 10.93% | 2.50% | 17.84% | 2.71% | 4.01% | 0.00% |
WAINX Wasatch Emerging India Fund | 28.83% | 29.17% | 20.19% | 4.23% | 1.15% | 4.29% | 0.00% | 0.32% | 6.95% | 2.91% | 1.06% | 1.40% |
Frequently Asked Questions
WAIGX and WAINX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WAINX has higher volatility (5.75%) compared to WAIGX (5.44%). In terms of maximum drawdown, WAIGX dropped -67.66% vs WAINX's -41.34%.
WAIGX currently has the higher Sharpe Ratio (0.05 vs -0.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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