Nasdaq - Delayed Quote
USD
Wasatch Emerging India Investor (WAINX)
3.9200
+0.0500
(+1.29%)
At close: 8:03:59 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -6.97% |
|---|---|
| 5y Average Return | -1.40% |
| Number of Years Up | 10 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Oct 30, 2026) | 53.40% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 53.40% |
| Worst 3Y Total Return | 1.13% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
WAINX
Category
- YTD
- -1.92%
- 0.00%
- 1-Month
- -5.99%
- 0.00%
- 3-Month
- -1.69%
- 0.00%
- 1-Year
- -1.62%
- 0.00%
- 3-Year
- 3.69%
- 0.00%
- 5-Year
- -0.01%
- 0.00%
- 10-Year
- 8.63%
- 0.00%
- Last Bull Market
- -11.41%
- 0.00%
- Last Bear Market
- -19.75%
- 0.00%
Annual Total Return (%) History
Year
WAINX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-18.99% | 23.15% | -1.69% | -- |
|
2025
|
-1.76% | 7.87% | -11.11% | 0.31% |
|
2024
|
-1.61% | 10.62% | 8.86% | -7.68% |
|
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% |
Rank in Category (By Total Return)
| YTD | 5 |
| 1-Month | 46 |
|---|---|
| 3-Month | 25 |
| 1-Year | 5 |
| 3-Year | 32 |
| 5-Year | 78 |
Load Adjusted Returns
| 1-Year | -1.62% |
| 3-Year | 3.69% |
|---|---|
| 5-Year | -0.01% |
| 10-Year | 8.63% |
Performance & Risk
| YTD Return | -6.97% |
| 5y Average Return | -1.40% |
| Rank in Category (ytd) | 5 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.70 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Wasatch |
| Net Assets | 252.79M |
| YTD Return | -1.92% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 26, 2011 |
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.
