WAINX vs. WAAEX
Compare and contrast key facts about Wasatch Emerging India Fund (WAINX) and Wasatch Small Cap Growth Fund (WAAEX).
WAINX is managed by Wasatch. It was launched on Apr 25, 2011. WAAEX is managed by Wasatch. It was launched on Dec 8, 1986.
Performance
WAINX vs. WAAEX - Performance Comparison
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WAINX vs. WAAEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | -18.99% | -5.33% | 9.23% | 20.90% | -21.77% | 37.56% | 17.63% | 13.78% | -5.45% | 53.39% |
WAAEX Wasatch Small Cap Growth Fund | -7.44% | -8.78% | 15.50% | 21.24% | -40.26% | 7.68% | 54.65% | 40.29% | 2.42% | 21.72% |
Returns By Period
In the year-to-date period, WAINX achieves a -18.99% return, which is significantly lower than WAAEX's -7.44% return. Both investments have delivered pretty close results over the past 10 years, with WAINX having a 8.45% annualized return and WAAEX not far behind at 8.42%.
WAINX
- 1D
- 1.51%
- 1M
- -12.01%
- YTD
- -18.99%
- 6M
- -18.89%
- 1Y
- -20.81%
- 3Y*
- 2.17%
- 5Y*
- 0.40%
- 10Y*
- 8.45%
WAAEX
- 1D
- 3.47%
- 1M
- -7.21%
- YTD
- -7.44%
- 6M
- -9.11%
- 1Y
- -2.90%
- 3Y*
- 3.23%
- 5Y*
- -6.47%
- 10Y*
- 8.42%
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WAINX vs. WAAEX - Expense Ratio Comparison
WAINX has a 1.51% expense ratio, which is higher than WAAEX's 1.12% expense ratio.
Return for Risk
WAINX vs. WAAEX — Risk / Return Rank
WAINX
WAAEX
WAINX vs. WAAEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) and Wasatch Small Cap Growth Fund (WAAEX). 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 | WAAEX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.31 | -0.10 | -1.20 |
Sortino ratioReturn per unit of downside risk | -1.82 | 0.02 | -1.84 |
Omega ratioGain probability vs. loss probability | 0.80 | 1.00 | -0.20 |
Calmar ratioReturn relative to maximum drawdown | -0.76 | -0.15 | -0.61 |
Martin ratioReturn relative to average drawdown | -1.98 | -0.43 | -1.55 |
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 | WAAEX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -1.31 | -0.10 | -1.20 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | -0.26 | +0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.34 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.48 | -0.03 |
Correlation
The correlation between WAINX and WAAEX is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
WAINX vs. WAAEX - Dividend Comparison
WAINX's dividend yield for the trailing twelve months is around 36.01%, more than WAAEX's 2.13% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAINX Wasatch Emerging India Fund | 36.01% | 29.17% | 20.19% | 4.23% | 1.15% | 4.29% | 0.00% | 0.32% | 6.95% | 2.91% | 1.06% | 1.40% |
WAAEX Wasatch Small Cap Growth Fund | 2.13% | 1.97% | 0.00% | 0.00% | 0.00% | 21.65% | 6.25% | 14.78% | 38.79% | 11.70% | 8.83% | 18.47% |
Drawdowns
WAINX vs. WAAEX - Drawdown Comparison
The maximum WAINX drawdown since its inception was -41.34%, smaller than the maximum WAAEX drawdown of -56.48%. Use the drawdown chart below to compare losses from any high point for WAINX and WAAEX.
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Drawdown Indicators
| WAINX | WAAEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.34% | -56.48% | +15.14% |
Max Drawdown (1Y)Largest decline over 1 year | -28.83% | -16.76% | -12.07% |
Max Drawdown (5Y)Largest decline over 5 years | -31.01% | -50.51% | +19.50% |
Max Drawdown (10Y)Largest decline over 10 years | -41.34% | -50.51% | +9.17% |
Current DrawdownCurrent decline from peak | -29.97% | -37.37% | +7.40% |
Average DrawdownAverage peak-to-trough decline | -9.16% | -12.03% | +2.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.98% | 5.67% | +5.31% |
Volatility
WAINX vs. WAAEX - Volatility Comparison
The current volatility for Wasatch Emerging India Fund (WAINX) is 6.97%, while Wasatch Small Cap Growth Fund (WAAEX) has a volatility of 7.55%. This indicates that WAINX experiences smaller price fluctuations and is considered to be less risky than WAAEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAINX | WAAEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.97% | 7.55% | -0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 11.78% | 13.86% | -2.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.85% | 23.67% | -6.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.06% | 25.40% | -8.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.88% | 25.03% | -6.15% |