Nasdaq - Delayed Quote USD

Wasatch Emerging India Investor (WAINX)

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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 53.40%
Worst 1Y Total Return --
Number of Years Up 9
Number of Years Down 3

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

Risk Statistics

3 Years5 Years10 Years
WAINXCategory AverageWAINXCategory AverageWAINXCategory Average
Alpha 4.62 0.02 6.09 0.01 10.46 0.02
BETA 0.42 0.01 0.76 0.01 0.67 0.01
Mean Annual Return 0.64 0.01 1.01 0.01 1.21 0.01
R-squared 18.08 0.46 38.85 0.46 27.72 0.44
Standard Deviation 15.96 0.26 21.24 0.22 19.07 0.24
Sharpe Ratio 0.3 0 0.47 0.01 0.68 0
Treynor Ratio 8.82 0.08 10.66 0.09 17.7 0.05

Related Tickers