Nasdaq - Delayed Quote USD

Wasatch Emerging India Investor (WAINX)

6.16 -0.02 (-0.32%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.96%
5y Average Return 10.63%
Number of Years Up 9
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 53.40%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 53.40%
Worst 3Y Total Return 8.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WAINX
Category
YTD
-1.61%
13.71%
1-Month
0.49%
0.81%
3-Month
-1.61%
7.36%
1-Year
25.19%
58.25%
3-Year
6.64%
8.86%
5-Year
10.21%
10.53%
10-Year
13.36%
5.80%
Last Bull Market
60.14%
-0.50%
Last Bear Market
-19.75%
-19.08%

Annual Total Return (%) History

Year
WAINX
Category
2024
--
--
2023
20.84%
--
2022
-21.75%
--
2021
37.54%
--
2020
17.63%
14.57%
2019
13.78%
2.32%
2018
-5.50%
-14.88%
2017
53.40%
46.78%

2016
0.08%
0.65%
2015
4.16%
-2.89%
2014
45.40%
44.59%
2013
-1.46%
-11.23%
2012
33.77%
29.69%
2011
--
-35.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.61% -- -- --
2023 -5.03% 15.49% 0.17% 9.98%
2022 -7.35% -19.75% 9.88% -4.22%
2021 5.50% 6.65% 17.20% 4.29%
2020 -28.12% 14.29% 14.67% 24.88%
2019 5.32% 1.44% 0.71% 5.75%
2018 -4.70% 0.23% -7.49% 6.94%
2017 22.67% 9.24% 1.49% 12.79%
2016 -5.94% 5.96% 12.25% -10.55%
2015 5.76% -1.60% 0.00% 0.08%

2014 7.39% 14.22% 9.64% 8.12%
2013 -4.85% -3.06% -6.32% 14.04%
2012 21.43% -6.95% 16.09% 1.98%
2011 -11.59% -15.06% -- --

Rank in Category (By Total Return)

YTD 100
1-Month 43
3-Month 100
1-Year 87
3-Year 99
5-Year 50

Load Adjusted Returns

1-Year 25.19%
3-Year 6.64%
5-Year 10.21%
10-Year 13.36%

Performance & Risk

YTD Return -0.96%
5y Average Return 10.63%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.42
Morningstar Risk Rating

Fund Overview

Category India Equity
Fund Family Wasatch
Net Assets 584.41M
YTD Return -1.61%
Yield 0.00%
Morningstar Rating
Inception Date Feb 01, 2016

Fund Summary

The fund invests primarily in companies tied economically to India. It will invest at least 80% of the fund's net assets (plus borrowings for investment purposes) in the equity securities, typically common stock, of companies of all market capitalizations tied economically to India. It may invest a large percentage of its assets in a few sectors. These sectors were financials, health care, industrials, information technology, consumer discretionary, and materials. It is non-diversified.

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