WAINX vs. INDY
Compare and contrast key facts about Wasatch Emerging India Fund (WAINX) and iShares India 50 ETF (INDY).
WAINX is managed by Wasatch. It was launched on Apr 25, 2011. INDY is a passively managed fund by iShares that tracks the performance of the S&P CNX Nifty Index. It was launched on Nov 18, 2009.
Performance
WAINX vs. INDY - Performance Comparison
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WAINX vs. INDY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | -20.19% | -5.33% | 9.23% | 20.90% | -21.77% | 37.56% | 17.63% | 13.78% | -5.45% | 53.39% |
INDY iShares India 50 ETF | -14.30% | 4.97% | 3.47% | 16.88% | -7.31% | 19.43% | 10.01% | 9.99% | -4.32% | 36.15% |
Returns By Period
In the year-to-date period, WAINX achieves a -20.19% return, which is significantly lower than INDY's -14.30% return. Over the past 10 years, WAINX has outperformed INDY with an annualized return of 8.29%, while INDY has yielded a comparatively lower 6.85% annualized return.
WAINX
- 1D
- -2.64%
- 1M
- -14.87%
- YTD
- -20.19%
- 6M
- -19.80%
- 1Y
- -23.10%
- 3Y*
- 1.66%
- 5Y*
- 0.35%
- 10Y*
- 8.29%
INDY
- 1D
- 3.10%
- 1M
- -10.49%
- YTD
- -14.30%
- 6M
- -10.15%
- 1Y
- -9.92%
- 3Y*
- 3.84%
- 5Y*
- 2.45%
- 10Y*
- 6.85%
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WAINX vs. INDY - Expense Ratio Comparison
WAINX has a 1.51% expense ratio, which is higher than INDY's 0.94% expense ratio.
Return for Risk
WAINX vs. INDY — Risk / Return Rank
WAINX
INDY
WAINX vs. INDY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) and iShares India 50 ETF (INDY). 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.
| WAINX | INDY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.37 | -0.67 | -0.70 |
Sortino ratioReturn per unit of downside risk | -1.93 | -0.90 | -1.03 |
Omega ratioGain probability vs. loss probability | 0.79 | 0.90 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | -0.83 | -0.51 | -0.32 |
Martin ratioReturn relative to average drawdown | -2.21 | -1.73 | -0.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| WAINX | INDY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.37 | -0.67 | -0.70 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.16 | -0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.35 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.22 | +0.22 |
Correlation
The correlation between WAINX and INDY is 0.68, 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
WAINX vs. INDY - Dividend Comparison
WAINX's dividend yield for the trailing twelve months is around 36.56%, more than INDY's 9.46% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | 36.56% | 29.17% | 20.19% | 4.23% | 1.15% | 4.29% | 0.00% | 0.32% | 6.95% | 2.91% | 1.06% | 1.40% |
INDY iShares India 50 ETF | 9.46% | 8.11% | 0.24% | 0.38% | 3.75% | 7.12% | 0.08% | 0.58% | 0.55% | 0.27% | 0.48% | 0.57% |
Drawdowns
WAINX vs. INDY - Drawdown Comparison
The maximum WAINX drawdown since its inception was -41.34%, smaller than the maximum INDY drawdown of -44.74%. Use the drawdown chart below to compare losses from any high point for WAINX and INDY.
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Drawdown Indicators
| WAINX | INDY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.34% | -44.74% | +3.40% |
Max Drawdown (1Y)Largest decline over 1 year | -28.83% | -18.95% | -9.88% |
Max Drawdown (5Y)Largest decline over 5 years | -31.01% | -22.40% | -8.61% |
Max Drawdown (10Y)Largest decline over 10 years | -41.34% | -43.50% | +2.16% |
Current DrawdownCurrent decline from peak | -31.01% | -19.99% | -11.02% |
Average DrawdownAverage peak-to-trough decline | -9.15% | -12.16% | +3.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.84% | 5.62% | +5.22% |
Volatility
WAINX vs. INDY - Volatility Comparison
The current volatility for Wasatch Emerging India Fund (WAINX) is 6.71%, while iShares India 50 ETF (INDY) has a volatility of 7.32%. This indicates that WAINX experiences smaller price fluctuations and is considered to be less risky than INDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAINX | INDY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.71% | 7.32% | -0.61% |
Volatility (6M)Calculated over the trailing 6-month period | 11.66% | 10.91% | +0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.81% | 14.85% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.04% | 15.05% | +1.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 19.62% | -0.74% |