Nasdaq - Delayed Quote
USD
Wasatch Emerging India Investor (WAINX)
3.9200
+0.0500
(+1.29%)
At close: 8:03:59 PM EST
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 | 10 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
WAINX | Category Average | WAINX | Category Average | WAINX | Category Average |
|
Alpha
|
-9.78 | -- | -5.63 | -- | 2.66 | -- |
|
BETA
|
0.7 | -- | 0.5 | -- | 0.69 | -- |
|
Mean Annual Return
|
0.44 | -- | 0.13 | -- | 0.86 | -- |
|
R-squared
|
25.28 | -- | 19.56 | -- | 27.14 | -- |
|
Standard Deviation
|
18.43 | -- | 17.56 | -- | 19.88 | -- |
|
Sharpe Ratio
|
0.04 | -- | -0.14 | -- | 0.39 | -- |
|
Treynor Ratio
|
-1.34 | -- | -7.97 | -- | 8.77 | -- |
