Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WIINX (WASATCH EMERGING INDIA FUND INSTITUTIONAL CLASS SHARES) -9.37% -15.80% 3.09% 1.89% 9.39% NA NA
Data as of 06/05/2026, Common starting date is 02/02/2016
More Performance Analytics Comparison
Name Start Date End Date
WIINX (WASATCH EMERGING INDIA FUND INSTITUTIONAL CLASS SHARES) 02/02/2016 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016
Annualized Return (%) 0.52 -15.80 3.09 1.89 9.39 NA NA -9.37 -26.21 -8.08 15.99 -22.62 31.89 17.92 15.44 -5.26 53.54 10.24
Sharpe Ratio NA -1.11 -0.01 -0.03 0.40 NA NA -1.14 -0.99 -0.63 1.08 -1.03 1.73 0.50 0.87 -0.39 4.63 0.68
Standard Deviation(%) NA 16.66 15.47 17.23 19.27 NA NA 20.23 29.77 23.20 10.96 23.45 18.41 35.14 16.21 16.72 11.49 16.12
Draw Down(%) NA 28.91 31.04 31.04 41.41 NA NA 20.93 30.84 23.28 6.99 28.53 14.80 41.41 11.75 21.69 6.93 14.66
Yield(%) 0.00 20.51 15.49 10.04 11.59 8.43 6.32 0.00 20.40 18.30 4.86 0.87 5.54 0.00 1.70 6.13 4.29 1.16
Data as of 06/05/2026, Common starting date is 02/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WIINX (WASATCH EMERGING INDIA FUND INSTITUTIONAL CLASS SHARES) -0.80%
May 2017 – May 2020
0.72%
Mar 2021 – Mar 2026
8.73%
Mar 2016 – Mar 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WIINX (WASATCH EMERGING INDIA FUND INSTITUTIONAL CLASS SHARES) 27.25%
Oct 2018 – Oct 2021
22.22%
Dec 2016 – Dec 2021
9.71%
Apr 2016 – Apr 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return