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EEM: iShares MSCI Emerging Markets (ETF)
Basic Info 39.51 0.39(1.00%) March 30
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (100%) |
| Start Date: | 04/15/2003 |
| Last Dividend Date: | 12/13/2022 |
| 12-Mo. Yield | 2.00% |
| Expenses | 0.67% |
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Performance Analytics (As of 03/29/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.9 | 4.2 | -9.9 | 8.2 | -1.3 | 1.6 | 1.4 | 8.5 | -18.7 | -3.6 | 17.0 | 18.2 | -15.3 | 37.3 | 10.9 | -16.2 | -3.9 | -3.7 | 19.1 | -18.8 | 16.5 | 68.9 | -48.9 | 33.3 | 31.2 | 32.6 | 24.6 | 61.2 |
| SR | NA | 0.2 | -0.63 | 0.35 | -0.1 | 0.04 | NA | 0.27 | -0.85 | -0.2 | 0.49 | 1.11 | -0.78 | 3.02 | 0.48 | -0.76 | -0.24 | -0.2 | 0.99 | -0.58 | 0.64 | 1.75 | -0.71 | 0.93 | 1.02 | 1.58 | 1.18 | 5.35 |
| DD(%) | NA | 12.3 | 26.1 | 39.2 | 39.2 | 39.2 | NA | 66.4 | 32.1 | 16.6 | 33.9 | 12.5 | 26.6 | 5.3 | 12.2 | 28.5 | 17.7 | 19.0 | 18.0 | 30.9 | 17.8 | 26.4 | 64.3 | 17.7 | 26.2 | 12.0 | 21.4 | 5.3 |
| SD(%) | NA | 17.4 | 21.1 | 21.7 | 23.2 | 21.1 | NA | 28.2 | 23.6 | 17.9 | 34.5 | 15.2 | 21.3 | 12.2 | 22.1 | 21.2 | 16.1 | 18.4 | 19.4 | 32.5 | 25.6 | 39.3 | 69.7 | 32.8 | 27.4 | 19.2 | 20.0 | 17.7 |
| TR | NA | 0.03 | -0.12 | 0.07 | -0.02 | 0.01 | NA | 0.06 | -0.18 | -0.04 | 0.14 | 0.14 | -0.14 | 0.29 | 0.09 | -0.15 | -0.03 | -0.03 | 0.17 | -0.16 | 0.14 | 0.58 | -0.37 | 0.24 | 0.22 | 0.25 | 0.24 | 0.93 |
| Alpha(%) | NA | 0.0 | -0.01 | -0.02 | -0.01 | 0.0 | NA | 0.0 | -0.02 | -0.02 | 0.0 | -0.02 | 0.01 | -0.01 | -0.01 | 0.01 | -0.02 | 0.01 | -0.01 | 0.02 | -0.02 | -0.05 | 0.16 | -0.04 | -0.01 | -0.02 | 0.0 | 0.02 |
| Beta(%) | NA | 1.25 | 1.13 | 1.11 | 1.15 | 1.16 | NA | 1.21 | 1.13 | 0.98 | 1.21 | 1.16 | 1.21 | 1.26 | 1.19 | 1.11 | 1.13 | 1.15 | 1.14 | 1.2 | 1.18 | 1.18 | 1.34 | 1.29 | 1.25 | 1.22 | 0.97 | 1.02 |
| RS | NA | 0.94 | 0.92 | 0.9 | 0.91 | 0.89 | NA | 0.88 | 0.93 | 0.82 | 0.94 | 0.92 | 0.89 | 0.83 | 0.88 | 0.89 | 0.82 | 0.8 | 0.93 | 0.92 | 0.95 | 0.95 | 0.91 | 0.9 | 0.71 | 0.67 | 0.65 | 0.56 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/15/2003
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
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Best ETFs
- EEM (iShares MSCI Emerging Markets) (100%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) (99%)
- BKF (iShares MSCI BRIC) (99%)
- DEM (WisdomTree Emerging Markets Eq Inc ETF) (98%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) (98%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) (98%)
- PXH (PowerShares FTSE RAFI Emerging Mkts ETF) (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) (97%)
- SCHE (Schwab Emerging Markets Equity ETF) (45%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.61% (100%)
- IHD (ING Emerging Market High Div. Equity) 1.13% (37%)
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