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WAINX: WASATCH EMERGING INDIA FUND INVESTOR CLASS SHARES (MUTUAL FUND)
Basic Info 3.77 0.02(0.53%) June 05
| Asset Class: | India Equity |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 05/06/2011 |
| Last Dividend Date: | 12/18/2025 |
| 12-Mo. Yield | 20.90% |
| Expenses | 1.38% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | -9.4 | -16.0 | 2.4 | 2.0 | 9.3 | 8.9 | 9.0 | -26.7 | -8.5 | 15.8 | -22.6 | 31.7 | 17.6 | 13.8 | -5.5 | 53.4 | 0.1 | 4.2 | 45.4 | -1.5 | 33.8 | -21.8 |
| Sharpe Ratio | NA | -1.21 | -1.14 | -0.05 | -0.04 | 0.39 | NA | 0.43 | -0.99 | -0.64 | 1.08 | -1.02 | 1.72 | 0.49 | 0.77 | -0.41 | 4.63 | -0.01 | 0.23 | 3.49 | -0.08 | 2.1 | -1.61 |
| Draw Down(%) | NA | 20.8 | 28.8 | 31.0 | 31.0 | 41.3 | NA | 41.3 | 31.3 | 23.5 | 7.1 | 28.6 | 15.0 | 41.3 | 11.8 | 21.8 | 7.0 | 16.2 | 13.1 | 6.7 | 28.4 | 13.6 | 28.0 |
| Standard Deviation(%) | NA | 20.5 | 16.7 | 15.5 | 17.2 | 19.2 | NA | 18.6 | 30.4 | 23.5 | 10.8 | 23.5 | 18.4 | 35.1 | 16.1 | 16.6 | 11.5 | 17.2 | 18.4 | 13.0 | 19.1 | 16.2 | 19.5 |
| Treynor Ratio | NA | -0.39 | -0.4 | -0.02 | -0.01 | 0.17 | NA | 0.17 | -1.28 | -0.36 | 0.61 | -0.44 | 0.54 | 0.32 | 0.44 | -0.23 | 1.4 | 0.0 | 0.08 | 1.36 | -0.02 | 0.63 | -0.71 |
| Alpha | NA | -0.17 | -0.12 | -0.02 | -0.02 | 0.01 | NA | 0.01 | -0.14 | -0.08 | 0.03 | -0.06 | 0.06 | 0.04 | 0.02 | -0.02 | 0.14 | -0.02 | 0.02 | 0.13 | -0.07 | 0.09 | -0.13 |
| Beta | NA | 0.65 | 0.48 | 0.34 | 0.42 | 0.45 | NA | 0.47 | 0.23 | 0.42 | 0.19 | 0.54 | 0.59 | 0.55 | 0.28 | 0.3 | 0.38 | 0.58 | 0.53 | 0.33 | 0.61 | 0.54 | 0.44 |
| RSquared | NA | 0.18 | 0.12 | 0.11 | 0.17 | 0.18 | NA | 0.19 | 0.02 | 0.06 | 0.05 | 0.31 | 0.17 | 0.3 | 0.05 | 0.1 | 0.05 | 0.2 | 0.2 | 0.09 | 0.12 | 0.18 | 0.38 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 20.8 | 18.6 | 4.9 | 0.9 | 5.6 | 0.0 | 0.4 | 6.2 | 4.3 | 1.1 | 1.4 | 0.1 | 0.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 5.7 | 336.9 | 324.2 | -79.2 | N/A | -100.0 | -94.9 | 111.2 | 306.2 | -25.6 | 2050.0 | N/A | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/28/2011
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