WAINX vs. SMIN

In the year-to-date period, WAINX achieves a -1.58% return, which is significantly higher than SMIN's -10.09% return. Over the past 10 years, WAINX has underperformed SMIN with an annualized return of 6.64%, while SMIN has yielded a comparatively higher 9.50% annualized return.

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WAINX has a 1.51% expense ratio, which is higher than SMIN's 0.76% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) and iShares MSCI India Small-Cap ETF (SMIN). 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.

The current WAINX Sharpe Ratio is -0.34, which is lower than the SMIN Sharpe Ratio of 0.03. The chart below compares the historical Sharpe Ratios of WAINX and SMIN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

WAINX has not paid dividends to shareholders, while SMIN's dividend yield for the trailing twelve months is around 7.61%.

The maximum WAINX drawdown since its inception was -41.34%, smaller than the maximum SMIN drawdown of -60.50%. Use the drawdown chart below to compare losses from any high point for WAINX and SMIN. For additional features, visit the drawdowns tool.

The current volatility for Wasatch Emerging India Fund (WAINX) is 6.58%, while iShares MSCI India Small-Cap ETF (SMIN) has a volatility of 6.99%. This indicates that WAINX experiences smaller price fluctuations and is considered to be less risky than SMIN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.