WAIOX vs. KGGIX
Compare and contrast key facts about Wasatch International Opportunities Fund (WAIOX) and Kopernik Global All-Cap Fund (KGGIX).
WAIOX is managed by Wasatch. It was launched on Jan 26, 2005. KGGIX is managed by Kopernik. It was launched on Oct 31, 2013.
Performance
WAIOX vs. KGGIX - Performance Comparison
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WAIOX vs. KGGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WAIOX Wasatch International Opportunities Fund | -10.06% | 2.57% | -4.49% | 10.64% | -36.63% | -1.36% | 41.75% | 32.19% | -14.69% | 27.69% |
KGGIX Kopernik Global All-Cap Fund | 4.70% | 64.88% | -4.91% | 13.43% | -9.05% | 16.86% | 37.23% | 10.00% | -11.07% | 8.98% |
Returns By Period
In the year-to-date period, WAIOX achieves a -10.06% return, which is significantly lower than KGGIX's 4.70% return. Over the past 10 years, WAIOX has underperformed KGGIX with an annualized return of 2.46%, while KGGIX has yielded a comparatively higher 14.53% annualized return.
WAIOX
- 1D
- -0.62%
- 1M
- -11.54%
- YTD
- -10.06%
- 6M
- -14.09%
- 1Y
- -7.43%
- 3Y*
- -1.42%
- 5Y*
- -9.04%
- 10Y*
- 2.46%
KGGIX
- 1D
- -0.06%
- 1M
- -9.42%
- YTD
- 4.70%
- 6M
- 13.13%
- 1Y
- 50.78%
- 3Y*
- 21.52%
- 5Y*
- 12.90%
- 10Y*
- 14.53%
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WAIOX vs. KGGIX - Expense Ratio Comparison
WAIOX has a 1.96% expense ratio, which is higher than KGGIX's 1.01% expense ratio.
Return for Risk
WAIOX vs. KGGIX — Risk / Return Rank
WAIOX
KGGIX
WAIOX vs. KGGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Wasatch International Opportunities Fund (WAIOX) and Kopernik Global All-Cap Fund (KGGIX). 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.
| WAIOX | KGGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.55 | 3.28 | -3.83 |
Sortino ratioReturn per unit of downside risk | -0.66 | 3.90 | -4.56 |
Omega ratioGain probability vs. loss probability | 0.92 | 1.58 | -0.67 |
Calmar ratioReturn relative to maximum drawdown | -0.39 | 4.66 | -5.05 |
Martin ratioReturn relative to average drawdown | -0.87 | 17.03 | -17.90 |
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
| WAIOX | KGGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.55 | 3.28 | -3.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.54 | 0.86 | -1.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | 0.97 | -0.82 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.61 | -0.25 |
Correlation
The correlation between WAIOX and KGGIX is 0.47, 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.
Dividends
WAIOX vs. KGGIX - Dividend Comparison
WAIOX's dividend yield for the trailing twelve months is around 75.93%, more than KGGIX's 15.72% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WAIOX Wasatch International Opportunities Fund | 75.93% | 68.29% | 0.00% | 0.00% | 0.00% | 14.35% | 1.98% | 2.38% | 2.73% | 7.00% | 0.00% | 4.76% |
KGGIX Kopernik Global All-Cap Fund | 15.72% | 16.46% | 1.04% | 8.60% | 13.59% | 9.30% | 4.81% | 3.02% | 0.25% | 4.40% | 3.34% | 0.81% |
Drawdowns
WAIOX vs. KGGIX - Drawdown Comparison
The maximum WAIOX drawdown since its inception was -68.04%, which is greater than KGGIX's maximum drawdown of -45.11%. Use the drawdown chart below to compare losses from any high point for WAIOX and KGGIX.
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Drawdown Indicators
| WAIOX | KGGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.04% | -45.11% | -22.93% |
Max Drawdown (1Y)Largest decline over 1 year | -21.23% | -10.65% | -10.58% |
Max Drawdown (5Y)Largest decline over 5 years | -50.21% | -26.43% | -23.78% |
Max Drawdown (10Y)Largest decline over 10 years | -50.21% | -31.59% | -18.62% |
Current DrawdownCurrent decline from peak | -44.13% | -9.42% | -34.71% |
Average DrawdownAverage peak-to-trough decline | -16.66% | -9.59% | -7.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.60% | 2.91% | +6.69% |
Volatility
WAIOX vs. KGGIX - Volatility Comparison
Wasatch International Opportunities Fund (WAIOX) and Kopernik Global All-Cap Fund (KGGIX) have volatilities of 5.39% and 5.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WAIOX | KGGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 5.62% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 9.59% | 12.33% | -2.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.18% | 15.26% | -1.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 15.14% | +1.71% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.37% | 15.08% | +1.29% |