IIF vs WAGN

Comparison between Morgan Stanley India Investment Fund Inc (IIF, ETF) and Pabrai Wagons ETF (WAGN, ETF).

IIF vs WAGN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IIF(ETF)	WAGN(ETF)
Net Assets	$244M	$244M
Expense Ratio	N/A	0.90%
Max Drawdown	85.15%	1.36%
Sharpe Ratio	-0.69	6.76
5Y Beta	0.46	0.25
5Y Dividends CAGR	128.74%	N/A

Net Assets

IIF

$244M

WAGN

$244M

Expense Ratio

IIF

N/A

WAGN

0.90%

Max Drawdown

IIF

85.15%

Winner

WAGN

1.36%

Sharpe Ratio

IIF

-0.69

Winner

WAGN

6.76

5Y Beta

IIF

0.46

Winner

WAGN

0.25

5Y Dividends CAGR

IIF

128.74%

WAGN

N/A

IIF vs WAGN - Historical Returns

Returns include dividend reinvestment.

Period	IIF	WAGN
1 month	+4.98%	+14.71%
3 months	+7.39%	N/A
6 months	-3.19%	N/A
1 year	-8.06%	N/A
5 years(CAGR)	+8.59%	N/A
10 years(CAGR)	+8.01%	N/A
Max(CAGR)	+13.79%	+157.78%

IIF

+4.98%

Winner

WAGN

+14.71%

IIF

+7.39%

WAGN

N/A

IIF

-3.19%

WAGN

N/A

IIF

-8.06%

WAGN

N/A

5Y(CAGR)

IIF

+8.59%

WAGN

N/A

10Y(CAGR)

IIF

+8.01%

WAGN

N/A

Max(CAGR)

IIF

+13.79%

Winner

WAGN

+157.78%

IIF vs WAGN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IIF	WAGN
2026	-6.96%	+15.63%
2025	+5.62%	N/A
2024	+30.11%	N/A
2023	+21.08%	N/A
2022	-10.32%	N/A
2021	+30.04%	N/A
2020	+5.23%	N/A
2019	+0.04%	N/A
2018	-21.78%	N/A
2017	+50.17%	N/A
2016	+8.14%	N/A
2015	-6.26%	N/A
2014	+58.58%	N/A
2013	-7.61%	N/A
2012	+27.71%	N/A
2011	-43.26%	N/A
2010	+22.07%	N/A
2009	+68.48%	N/A
2008	-55.37%	N/A
2007	+77.20%	N/A
2006	+43.07%	N/A
2005	+31.95%	N/A
2004	+16.57%	N/A
2003	+170.13%	N/A
2002	+14.42%	N/A
2001	-11.08%	N/A
2000	-26.41%	N/A
1999	+36.82%	N/A

IIF vs WAGN Drawdown Comparison

The maximum drawdown for IIF was -66.78%, occurring on Nov 20, 2008. Recovery took 694 trading sessions.

The maximum drawdown for WAGN was -1.36%, occurring on Jul 17, 2026. Recovery took 10 trading sessions.

The current IIF drawdown is -11.10%.

Rank	IIF	WAGN
#1	-66.78% Jan 2, 2008 - Oct 4, 2010	-1.36% Jul 13, 2026 - Jul 27, 2026
#2	-59.10% Jan 23, 2018 - Aug 30, 2021	-1.16% Jul 2, 2026 - Jul 10, 2026
#3	-54.90% Feb 8, 2000 - Aug 22, 2003	-0.85% Aug 14, 2026 - Aug 19, 2026
#4	-49.86% Nov 5, 2010 - Nov 18, 2014	-0.82% Aug 21, 2026 - Aug 25, 2026
#5	-36.83% May 10, 2006 - Jul 9, 2007	-0.57% Jul 27, 2026 - Jul 29, 2026
#6	-34.47% Jan 13, 2004 - Dec 21, 2004	-0.52% Aug 11, 2026 - Aug 14, 2026
#7	-28.32% Mar 5, 2015 - Feb 2, 2017	-0.29% Jun 30, 2026 - Jul 2, 2026
#8	-24.17% Jun 27, 2025 - Mar 30, 2026	N/A
#9	-23.35% Jan 12, 2022 - Dec 6, 2023	N/A
#10	-21.21% Sep 19, 2005 - Jan 6, 2006	N/A
#11	-17.77% Mar 4, 2005 - Jun 22, 2005	N/A
#12	-17.61% Sep 27, 2024 - Jun 11, 2025	N/A
#13	-15.76% Nov 4, 2003 - Dec 1, 2003	N/A
#14	-15.75% Jul 23, 2007 - Sep 19, 2007	N/A
#15	-15.56% Oct 29, 2007 - Dec 5, 2007	N/A