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WAINX vs. MINDX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between WAINX and MINDX is 0.83, 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.


-0.50.00.51.00.8

Performance

WAINX vs. MINDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Wasatch Emerging India Fund (WAINX) and Matthews India Fund (MINDX). The values are adjusted to include any dividend payments, if applicable.

-25.00%-20.00%-15.00%-10.00%-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
-22.19%
-24.67%
WAINX
MINDX

Key characteristics

Sharpe Ratio

WAINX:

-0.60

MINDX:

-0.73

Sortino Ratio

WAINX:

-0.60

MINDX:

-0.77

Omega Ratio

WAINX:

0.88

MINDX:

0.86

Calmar Ratio

WAINX:

-0.48

MINDX:

-0.47

Martin Ratio

WAINX:

-1.27

MINDX:

-1.55

Ulcer Index

WAINX:

10.82%

MINDX:

10.33%

Daily Std Dev

WAINX:

23.02%

MINDX:

22.07%

Max Drawdown

WAINX:

-41.34%

MINDX:

-74.48%

Current Drawdown

WAINX:

-28.84%

MINDX:

-33.78%

Returns By Period

In the year-to-date period, WAINX achieves a -6.33% return, which is significantly higher than MINDX's -9.12% return. Over the past 10 years, WAINX has outperformed MINDX with an annualized return of 5.45%, while MINDX has yielded a comparatively lower -2.19% annualized return.


WAINX

YTD

-6.33%

1M

-2.38%

6M

-22.19%

1Y

-14.03%

5Y*

2.30%

10Y*

5.45%

MINDX

YTD

-9.12%

1M

-4.84%

6M

-24.67%

1Y

-17.04%

5Y*

-0.35%

10Y*

-2.19%

*Annualized

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WAINX vs. MINDX - Expense Ratio Comparison

WAINX has a 1.51% expense ratio, which is higher than MINDX's 1.15% expense ratio.


WAINX
Wasatch Emerging India Fund
Expense ratio chart for WAINX: current value at 1.51% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.51%
Expense ratio chart for MINDX: current value at 1.15% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.15%

Risk-Adjusted Performance

WAINX vs. MINDX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

WAINX
The Risk-Adjusted Performance Rank of WAINX is 11
Overall Rank
The Sharpe Ratio Rank of WAINX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of WAINX is 11
Sortino Ratio Rank
The Omega Ratio Rank of WAINX is 11
Omega Ratio Rank
The Calmar Ratio Rank of WAINX is 00
Calmar Ratio Rank
The Martin Ratio Rank of WAINX is 11
Martin Ratio Rank

MINDX
The Risk-Adjusted Performance Rank of MINDX is 00
Overall Rank
The Sharpe Ratio Rank of MINDX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of MINDX is 00
Sortino Ratio Rank
The Omega Ratio Rank of MINDX is 11
Omega Ratio Rank
The Calmar Ratio Rank of MINDX is 00
Calmar Ratio Rank
The Martin Ratio Rank of MINDX is 00
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

WAINX vs. MINDX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) and Matthews India Fund (MINDX). 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.


Sharpe ratio
The chart of Sharpe ratio for WAINX, currently valued at -0.60, compared to the broader market-1.000.001.002.003.004.00-0.60-0.73
The chart of Sortino ratio for WAINX, currently valued at -0.59, compared to the broader market0.002.004.006.008.0010.0012.00-0.60-0.77
The chart of Omega ratio for WAINX, currently valued at 0.88, compared to the broader market1.002.003.004.000.880.86
The chart of Calmar ratio for WAINX, currently valued at -0.48, compared to the broader market0.005.0010.0015.0020.00-0.48-0.47
The chart of Martin ratio for WAINX, currently valued at -1.27, compared to the broader market0.0020.0040.0060.0080.00-1.27-1.55
WAINX
MINDX

The current WAINX Sharpe Ratio is -0.60, which is comparable to the MINDX Sharpe Ratio of -0.73. The chart below compares the historical Sharpe Ratios of WAINX and MINDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.00SeptemberOctoberNovemberDecember2025February
-0.60
-0.73
WAINX
MINDX

Dividends

WAINX vs. MINDX - Dividend Comparison

Neither WAINX nor MINDX has paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
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%0.00%0.07%
MINDX
Matthews India Fund
0.00%0.00%1.92%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.10%0.17%

Drawdowns

WAINX vs. MINDX - Drawdown Comparison

The maximum WAINX drawdown since its inception was -41.34%, smaller than the maximum MINDX drawdown of -74.48%. Use the drawdown chart below to compare losses from any high point for WAINX and MINDX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-28.84%
-33.78%
WAINX
MINDX

Volatility

WAINX vs. MINDX - Volatility Comparison

Wasatch Emerging India Fund (WAINX) has a higher volatility of 5.68% compared to Matthews India Fund (MINDX) at 4.37%. This indicates that WAINX's price experiences larger fluctuations and is considered to be riskier than MINDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
5.68%
4.37%
WAINX
MINDX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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