WAINX vs. WAEMX
Compare and contrast key facts about Wasatch Emerging India Fund (WAINX) and Wasatch Emerging Markets Small Cap Fund (WAEMX).
WAINX is managed by Wasatch. It was launched on Apr 25, 2011. WAEMX is managed by Wasatch. It was launched on Sep 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WAINX or WAEMX.
Key characteristics
| WAINX | WAEMX | |
|---|---|---|
| YTD Return | 8.84% | 1.32% |
| 1Y Return | 12.83% | 16.73% |
| 3Y Return (Ann) | -3.07% | -12.55% |
| 5Y Return (Ann) | 9.08% | 1.47% |
| 10Y Return (Ann) | 8.91% | 1.33% |
| Sharpe Ratio | 0.88 | 1.18 |
| Sortino Ratio | 1.35 | 1.64 |
| Omega Ratio | 1.17 | 1.21 |
| Calmar Ratio | 0.61 | 0.38 |
| Martin Ratio | 4.76 | 5.58 |
| Ulcer Index | 2.66% | 2.92% |
| Daily Std Dev | 14.32% | 13.86% |
| Max Drawdown | -41.34% | -66.28% |
| Current Drawdown | -9.61% | -33.87% |
Correlation
The correlation between WAINX and WAEMX is 0.64, 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. WAEMX - Performance Comparison
In the year-to-date period, WAINX achieves a 8.84% return, which is significantly higher than WAEMX's 1.32% return. Over the past 10 years, WAINX has outperformed WAEMX with an annualized return of 8.91%, while WAEMX has yielded a comparatively lower 1.33% 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. WAEMX - Expense Ratio Comparison
WAINX has a 1.51% expense ratio, which is lower than WAEMX's 1.91% expense ratio.
Risk-Adjusted Performance
WAINX vs. WAEMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch Emerging India Fund (WAINX) and Wasatch Emerging Markets Small Cap Fund (WAEMX). 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. WAEMX - Dividend Comparison
Neither WAINX nor WAEMX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
WAEMX Wasatch Emerging Markets Small Cap Fund | 0.00% | 0.00% | 0.00% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.15% |
Drawdowns
WAINX vs. WAEMX - Drawdown Comparison
The maximum WAINX drawdown since its inception was -41.34%, smaller than the maximum WAEMX drawdown of -66.28%. Use the drawdown chart below to compare losses from any high point for WAINX and WAEMX. For additional features, visit the drawdowns tool.
Volatility
WAINX vs. WAEMX - Volatility Comparison
Wasatch Emerging India Fund (WAINX) has a higher volatility of 3.87% compared to Wasatch Emerging Markets Small Cap Fund (WAEMX) at 3.09%. This indicates that WAINX's price experiences larger fluctuations and is considered to be riskier than WAEMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.