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WAINX: WASATCH EMERGING INDIA FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 6.26 0.02(0.32%) May 03
Asset Class: | India Equity |
MyPlanIQ Rating: | (100%) |
Start Date: | 05/06/2011 |
Last Dividend Date: | 12/14/2023 |
12-Mo. Yield | 4.31% |
Expenses | 1.38% |
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Performance Analytics (As of 05/02/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/06/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 0.6 | 22.6 | 7.3 | 10.7 | 13.7 | 11.2 | 20.9 | -21.8 | 37.5 | 17.6 | 13.8 | -5.5 | 53.4 | 0.1 | 4.2 | 45.4 | -1.5 | 33.8 | -21.8 |
Sharpe Ratio | NA | -0.51 | 1.74 | 0.32 | 0.41 | 0.65 | 0.55 | 1.61 | -0.99 | 2.09 | 0.5 | 0.77 | -0.41 | 4.63 | -0.01 | 0.23 | 3.49 | -0.08 | 2.1 | -1.61 |
Draw Down(%) | NA | 5.1 | 5.5 | 30.0 | 41.3 | 41.3 | 41.3 | 7.1 | 28.6 | 11.2 | 41.3 | 11.8 | 21.8 | 7.0 | 16.2 | 13.1 | 6.7 | 28.4 | 13.6 | 28.0 |
Standard Deviation(%) | NA | 13.1 | 11.2 | 17.3 | 22.1 | 19.1 | 18.8 | 10.4 | 23.4 | 17.9 | 34.7 | 16.1 | 16.6 | 11.5 | 17.2 | 18.4 | 13.0 | 19.1 | 16.2 | 19.5 |
Treynor Ratio | NA | -0.38 | 0.76 | 0.12 | 0.18 | 0.25 | 0.21 | 0.86 | -0.43 | 0.67 | 0.3 | 0.44 | -0.23 | 1.4 | 0.0 | 0.08 | 1.36 | -0.02 | 0.63 | -0.71 |
Alpha | NA | -0.04 | 0.05 | 0.01 | 0.02 | 0.03 | 0.02 | 0.05 | -0.05 | 0.08 | 0.04 | 0.02 | -0.02 | 0.14 | -0.02 | 0.02 | 0.13 | -0.07 | 0.09 | -0.13 |
Beta | NA | 0.18 | 0.26 | 0.46 | 0.51 | 0.49 | 0.49 | 0.2 | 0.54 | 0.56 | 0.57 | 0.28 | 0.3 | 0.38 | 0.58 | 0.53 | 0.33 | 0.61 | 0.54 | 0.44 |
RSquared | NA | 0.02 | 0.07 | 0.22 | 0.25 | 0.21 | 0.21 | 0.06 | 0.32 | 0.17 | 0.34 | 0.05 | 0.1 | 0.05 | 0.2 | 0.2 | 0.09 | 0.12 | 0.18 | 0.38 |
Yield(%) | N/A | 0.0 | 4.9 | 3.7 | 3.0 | 5.1 | N/A | 4.9 | 0.9 | 5.6 | 0.0 | 0.3 | 6.1 | 4.3 | 1.0 | 1.3 | 0.0 | 0.0 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 333.3 | 121.4 | 34.0 | N/A | N/A | 333.3 | -80.0 | N/A | -100.0 | -96.3 | 107.7 | 333.3 | -25.0 | N/A | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/06/2011
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