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EMB: iShares JPMorgan USD Emerg Markets Bond (ETF)
Basic Info 111.22 0.36(0.32%) April 16
| Asset Class: | Emerging Markets Bond |
| MyPlanIQ Rating: | (73%) |
| Start Date: | 12/19/2007 |
| Last Dividend Date: | 04/01/2021 |
| 12-Mo. Yield | 4.04% |
| Expenses | 0.59% |
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Performance Analytics (As of 04/16/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.5 | -3.1 | 16.6 | 4.5 | 4.7 | 5.1 | 5.7 | 5.4 | 10.2 | -10.5 | 5.3 | 4.2 | -3.6 | 1.4 | -11.9 | 11.9 | 2.5 | 5.2 | 8.5 | -7.5 | 0.1 |
| SR | NA | -1.12 | 1.92 | 0.3 | 0.39 | 0.53 | 0.47 | 0.27 | -2.28 | -5.46 | -3.14 | -3.9 | -3.36 | -2.64 | -3.13 | -1.31 | -2.17 | -1.56 | -0.57 | -1.19 | 1.13 |
| DD(%) | NA | 7.3 | 7.3 | 26.5 | 26.5 | 26.5 | 34.7 | 26.5 | 3.7 | 12.3 | 2.8 | 8.3 | 7.8 | 8.8 | 15.8 | 5.3 | 7.8 | 7.3 | 18.3 | 36.4 | 0.2 |
| SD(%) | NA | 9.4 | 8.6 | 12.4 | 10.3 | 8.9 | 11.3 | 19.5 | 5.7 | 5.9 | 4.4 | 7.6 | 6.6 | 6.5 | 9.7 | 5.1 | 7.4 | 8.6 | 17.8 | 22.6 | 2.3 |
| TR | NA | -0.11 | 0.22 | 0.06 | 0.08 | 0.13 | 0.18 | 0.08 | -0.33 | -0.82 | -0.36 | -0.89 | -1.85 | 7.23 | -0.59 | -0.41 | -0.53 | -0.65 | -0.32 | -2.44 | -0.91 |
| Alpha(%) | NA | 0.0 | 0.03 | 0.01 | 0.01 | 0.02 | 0.02 | 0.0 | -0.02 | -0.09 | -0.71 | -0.73 | -1.51 | -0.06 | -0.66 | -0.02 | -0.04 | -0.6 | -0.02 | -0.09 | 0.02 |
| Beta(%) | NA | 0.97 | 0.76 | 0.59 | 0.5 | 0.36 | 0.29 | 0.65 | 0.4 | 0.39 | 0.38 | 0.33 | 0.12 | -0.02 | 0.52 | 0.17 | 0.3 | 0.2 | 0.31 | 0.11 | -0.03 |
| RS | NA | 0.29 | 0.21 | 0.1 | 0.11 | 0.08 | 0.04 | 0.09 | 0.11 | 0.17 | 0.34 | 0.13 | 0.02 | 0.0 | 0.15 | 0.03 | 0.1 | 0.05 | 0.04 | 0.0 | 0.01 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/19/2007
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See Emerging Markets Bond Asset Class Trend Rankings |
Top Rated Funds in Emerging Markets Bond
Best Mutual Funds
- EMCIX (Ashmore Emerging Mkts Corp Debt Instl) 0.12% (99%)
- DEDIX (Delaware Emerging Markets Debt Instl) 0.11% (99%)
- ESDAX (Ashmore Emerging Markets Sov Dbt A) 0.10% (97%)
- DBLEX (DoubleLine Emerging Markets Fixed Inc I) 0.0% (96%)
- PEMIX (PIMCO Emerging Markets Corp Bd Instl) 0.09% (94%)
- GMDFX (GMO Emerging Country Debt IV) 0.39% (93%)
- AGEIX (American Beacon Glb Evl Ftr Mks Inc Inst) 0.36% (93%)
- PEBIX (PIMCO Emerging Markets Bond Instl) 0.29% (91%)
- SCEMX (DWS Enhanced Emerg Mkts Fixed Inc S) 0.32% (88%)
- MEDIX (MFS Emerging Markets Debt I) 0.27% (88%)
Best ETFs
- HYEM (Market Vectors® EM High Yield Bd ETF) 0.38% (98%)
- CEMB (iShares Emerging Markets Corporate Bond) 0.19% (76%)
- EMHY (iShares Emerging Markets High Yield Bond) 0.18% (75%)
- EMB (iShares JPMorgan USD Emerg Markets Bond) 0.32% (73%)
- VWOB (Vanguard Emerging Markets Govt Bd ETF) 0.33% (71%)
- PCY (PowerShares Emerging Markets Sov Dbt ETF) 0.22% (65%)
- EBND (SPDR Barclays Emerging Mkts Lcl Bd ETF) 0.30% (31%)
- ELD (WisdomTree Emerging Markets Lcl Dbt ETF) 0.24% (24%)
- LEMB (iShares Emerg Mkts Local Currency Bond) 0.02% (23%)
- EMLC (Market Vectors EM Local Currency Bd ETF) 0.25% (18%)
Best Closed End Funds
- EMD (Western Asset Emerging Mkts Income) 0.22% (100%)
- MSD (MS Emerging Markets Debt Common) 0.33% (90%)
- EDF (Stone Harbor Emerging Mkts Income) 1.12% (61%)
- EDD (Morgan Stanley Emrgng Mkts Domestic Debt) 0.0% (49%)
- GIM (Templeton Global Income) 0.37% (37%)
- TEI (Templeton Emerg Mkts Income) 0.39% (20%)
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