WAINX vs. PIN
Compare and contrast key facts about Wasatch Emerging India Fund (WAINX) and Invesco India ETF (PIN).
WAINX is managed by Wasatch. It was launched on Apr 25, 2011. PIN is a passively managed fund by Invesco that tracks the performance of the FTSE India Quality and Yield Select Net Tax (US RIC) Index. It was launched on Mar 5, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAINX or PIN.
Key characteristics
| WAINX | PIN | |
|---|---|---|
| YTD Return | 10.93% | 11.80% |
| 1Y Return | 15.58% | 25.89% |
| 3Y Return (Ann) | -2.22% | 6.72% |
| 5Y Return (Ann) | 9.63% | 13.17% |
| 10Y Return (Ann) | 9.27% | 7.93% |
| Sharpe Ratio | 1.11 | 1.66 |
| Sortino Ratio | 1.65 | 2.15 |
| Omega Ratio | 1.22 | 1.31 |
| Calmar Ratio | 0.76 | 3.04 |
| Martin Ratio | 6.20 | 10.18 |
| Ulcer Index | 2.54% | 2.45% |
| Daily Std Dev | 14.26% | 15.04% |
| Max Drawdown | -41.34% | -64.54% |
| Current Drawdown | -7.88% | -8.00% |
Correlation
The correlation between WAINX and PIN is 0.67, 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.
Performance
WAINX vs. PIN - Performance Comparison
In the year-to-date period, WAINX achieves a 10.93% return, which is significantly lower than PIN's 11.80% return. Over the past 10 years, WAINX has outperformed PIN with an annualized return of 9.27%, while PIN has yielded a comparatively lower 7.93% annualized 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. PIN - Expense Ratio Comparison
WAINX has a 1.51% expense ratio, which is higher than PIN's 0.78% expense ratio.
Risk-Adjusted Performance
WAINX vs. PIN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) and Invesco India ETF (PIN). 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. PIN - Dividend Comparison
WAINX has not paid dividends to shareholders, while PIN's dividend yield for the trailing twelve months is around 1.49%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
PIN Invesco India ETF | 1.49% | 2.08% | 14.07% | 6.95% | 0.72% | 27.85% | 0.96% | 1.01% | 1.18% | 0.60% | 0.99% | 0.48% |
Drawdowns
WAINX vs. PIN - Drawdown Comparison
The maximum WAINX drawdown since its inception was -41.34%, smaller than the maximum PIN drawdown of -64.54%. Use the drawdown chart below to compare losses from any high point for WAINX and PIN. For additional features, visit the drawdowns tool.
Volatility
WAINX vs. PIN - Volatility Comparison
Wasatch Emerging India Fund (WAINX) has a higher volatility of 3.94% compared to Invesco India ETF (PIN) at 3.46%. This indicates that WAINX's price experiences larger fluctuations and is considered to be riskier than PIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.