Wasatch Emerging India Fund Instl Cl: (MF: WIINX)
(NASDAQ Mutual Funds) As of Aug 25, 2025 08:00 PM ET
$5.72 USD
-0.03 (-0.52%)
Latest Performance as of Jul 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | -2.06 | 91 |
3 months | -2.06 | 95 |
6 months | 1.06 | 95 |
1 Year | -2.70 | 90 |
3 Year | 6.71 | 48 |
5 Year | 13.18 | 5 |
10 Year | NA | NA |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2025
1 Year | 6.74 |
5 Year | 16.79 |
10 Year | NA |
Since Inception | 14.49 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -1.72 | 7.89 | NA | NA |
2024 | -1.58 | 10.62 | 9.02 | -7.67 |
2023 | -4.96 | 15.66 | 0.00 | 9.95 |
2022 | -7.53 | -19.53 | 9.75 | -4.21 |
2021 | 5.44 | 6.76 | 17.16 | 4.42 |
2020 | -28.09 | 14.15 | 14.82 | 25.11 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|
% Total Return | -2.06 | 9.59 | 20.87 | -21.78 | 37.73 | 17.92 | 13.82 | -5.25 | 53.54 |
% Total Return Rel to Index | -14.36 | 2.22 | 5.16 | -6.52 | 32.76 | 8.65 | -2.08 | 9.01 | 31.98 |
% Total Return Rel to Peer | -13.90 | 0.11 | 21.65 | 1.22 | 44.01 | -10.74 | -6.61 | 10.46 | 15.46 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 2.00 | 1.00 | 4.00 | 5.00 | 1.00 | 1.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 1.15 | 0.26 | 0.06 | 0.30 | 0.00 | 0.01 | 0.27 | 0.13 |
Expense Ratio | 1.39 | 1.37 | 1.36 | 1.38 | 1.37 | 1.45 | 1.49 | 1.51 | 1.50 |
* 1 = Top 20%, 5 = Bottom 20%