WXCIX vs. IFN
WXCIX (William Blair Emerging Markets ex China Growth Fund Class I) and IFN (The India Fund) are both Emerging Markets Equities funds. Over the past 3 years, WXCIX returned 34.69%/yr vs 1.68%/yr for IFN. At a 0.37 correlation, their price movements are largely independent. WXCIX charges 0.99%/yr vs 0.01%/yr for IFN.
Performance
WXCIX vs. IFN - Performance Comparison
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Returns By Period
In the year-to-date period, WXCIX achieves a 52.06% return, which is significantly higher than IFN's -9.77% return.
WXCIX
- 1D
- -4.74%
- 1M
- 6.57%
- YTD
- 52.06%
- 6M
- 54.77%
- 1Y
- 82.66%
- 3Y*
- 34.69%
- 5Y*
- —
- 10Y*
- —
IFN
- 1D
- 0.52%
- 1M
- 2.66%
- YTD
- -9.77%
- 6M
- -10.36%
- 1Y
- -16.35%
- 3Y*
- 1.68%
- 5Y*
- 1.43%
- 10Y*
- 7.16%
WXCIX vs. IFN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
WXCIX William Blair Emerging Markets ex China Growth Fund Class I | 52.06% | 28.21% | 13.49% | 15.55% |
IFN The India Fund | -9.77% | 0.42% | -2.26% | 24.23% |
Correlation
The correlation between WXCIX and IFN is 0.28, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.28 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.36 |
Correlation (All Time) Calculated using the full available price history since May 17, 2023 | 0.37 |
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Return for Risk
WXCIX vs. IFN — Risk / Return Rank
WXCIX
IFN
WXCIX vs. IFN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for William Blair Emerging Markets ex China Growth Fund Class I (WXCIX) and The India Fund (IFN). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WXCIX | IFN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +4.44 | ||
| Sortino ratioReturn per unit of downside risk | +5.46 | ||
| Omega ratioGain probability vs. loss probability | 1.60 | 0.85 | +0.75 |
| Calmar ratioReturn relative to maximum drawdown | 6.02 | -0.63 | +6.65 |
| Martin ratioReturn relative to average drawdown | 20.84 | -1.28 | +22.12 |
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Drawdowns
WXCIX vs. IFN - Drawdown Comparison
The maximum WXCIX drawdown since its inception was -19.66%, smaller than the maximum IFN drawdown of -71.52%. Use the drawdown chart below to compare losses from any high point for WXCIX and IFN.
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Drawdown Indicators
| WXCIX | IFN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.66% | -71.52% | +51.86% |
Max Drawdown (1Y)Largest decline over 1 year | -14.78% | -26.05% | +11.27% |
Max Drawdown (3Y)Largest decline over 3 years | -19.66% | -31.53% | +11.87% |
Max Drawdown (5Y)Largest decline over 5 years | — | -31.53% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -41.48% | — |
Current DrawdownCurrent decline from peak | -4.74% | -24.55% | +19.81% |
Average DrawdownAverage peak-to-trough decline | -3.15% | -25.88% | +22.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.25% | 12.80% | -8.55% |
Volatility
WXCIX vs. IFN - Volatility Comparison
William Blair Emerging Markets ex China Growth Fund Class I (WXCIX) has a higher volatility of 13.70% compared to The India Fund (IFN) at 5.63%. This indicates that WXCIX's price experiences larger fluctuations and is considered to be riskier than IFN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WXCIX | IFN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.70% | 5.63% | +8.07% |
Volatility (6M)Calculated over the trailing 6-month period | 23.12% | 14.13% | +8.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.76% | 16.72% | +9.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.22% | 17.76% | +1.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.22% | 18.89% | +0.33% |
WXCIX vs. IFN - Expense Ratio Comparison
WXCIX has a 0.99% expense ratio, which is higher than IFN's 0.01% expense ratio.
Dividends
WXCIX vs. IFN - Dividend Comparison
WXCIX's dividend yield for the trailing twelve months is around 3.63%, less than IFN's 18.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFN The India Fund | 18.81% | 16.09% | 14.60% | 8.97% | 21.47% | 15.21% | 9.77% | 11.57% | 22.25% | 12.11% | 7.97% | 8.02% |
WXCIX William Blair Emerging Markets ex China Growth Fund Class I | 3.63% | 5.52% | 0.00% | 0.83% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
WXCIX and IFN have a correlation of 0.28, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
WXCIX has higher volatility (13.70%) compared to IFN (5.63%). In terms of maximum drawdown, WXCIX dropped -19.66% vs IFN's -71.52%.
WXCIX currently has the higher Sharpe Ratio (3.45 vs -0.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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