WAINX vs. FLIN
Compare and contrast key facts about Wasatch Emerging India Fund (WAINX) and Franklin FTSE India ETF (FLIN).
WAINX is managed by Wasatch. It was launched on Apr 25, 2011. FLIN is a passively managed fund by Franklin Templeton that tracks the performance of the FTSE India RIC Capped Index. It was launched on Feb 6, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAINX or FLIN.
Key characteristics
| WAINX | FLIN | |
|---|---|---|
| YTD Return | 10.93% | 12.91% |
| 1Y Return | 15.58% | 25.87% |
| 3Y Return (Ann) | -2.22% | 6.61% |
| 5Y Return (Ann) | 9.63% | 12.77% |
| Sharpe Ratio | 1.11 | 1.69 |
| Sortino Ratio | 1.65 | 2.16 |
| Omega Ratio | 1.22 | 1.34 |
| Calmar Ratio | 0.76 | 3.08 |
| Martin Ratio | 6.20 | 10.46 |
| Ulcer Index | 2.54% | 2.39% |
| Daily Std Dev | 14.26% | 14.81% |
| Max Drawdown | -41.34% | -41.90% |
| Current Drawdown | -7.88% | -7.99% |
Correlation
The correlation between WAINX and FLIN is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
WAINX vs. FLIN - Performance Comparison
In the year-to-date period, WAINX achieves a 10.93% return, which is significantly lower than FLIN's 12.91% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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WAINX vs. FLIN - Expense Ratio Comparison
WAINX has a 1.51% expense ratio, which is higher than FLIN's 0.19% expense ratio.
Risk-Adjusted Performance
WAINX vs. FLIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) and Franklin FTSE India ETF (FLIN). 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
WAINX vs. FLIN - Dividend Comparison
WAINX has not paid dividends to shareholders, while FLIN's dividend yield for the trailing twelve months is around 1.56%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.07% |
FLIN Franklin FTSE India ETF | 1.56% | 0.73% | 0.73% | 2.26% | 0.69% | 0.90% | 0.92% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WAINX vs. FLIN - Drawdown Comparison
The maximum WAINX drawdown since its inception was -41.34%, roughly equal to the maximum FLIN drawdown of -41.90%. Use the drawdown chart below to compare losses from any high point for WAINX and FLIN. For additional features, visit the drawdowns tool.
Volatility
WAINX vs. FLIN - Volatility Comparison
Wasatch Emerging India Fund (WAINX) has a higher volatility of 3.94% compared to Franklin FTSE India ETF (FLIN) at 3.03%. This indicates that WAINX's price experiences larger fluctuations and is considered to be riskier than FLIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.